Help Tutorials - Basic Workflow

You can find most help tutorials on the 'Help' page in JobFlow ( https://prod.jobflow.nz/#/help )

We have authored/ have available most of the basic workflow tutorials covering:

1. Create a Job

2. Customer- search for, or add a new customer.

3. Add a Site Location (Work Site, Depot, Supplier Location)

4. Change Job to "Booked" Status

5. Assigning Resources/ Scheduling via the Job

6. Scheduling; Recommended! using teams one drag-and-drop assigns most resources for you!

7. View Work Scheduled for Mobile Operators (Work Queue)

8. Printing a Job Card/Job Cards

9. Job Completion, manual entry of time and actuals.

10. Reviewing jobs completed by mobile operator.

11. Review Jobs to ready for invoicing.

12. Invoicing reviewed jobs