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“FLAGS” Filter: Highlights LATE jobs and KIOSK ISSUES that need fixed in the Office App
Review Job Details: Click the
to open the job and inspect the job detailsJob Notes: Quickly review job notes by clicking on the comment icon (1)
Change Job Status:
In progress: Jobs that have been started, but not completed on the Field app
New: Jobs that have been synced in the Field App, or created in the Office app will appear as New
Approved: Change status to Approved after the job has been reviewed in the Office App
Complete: Change status to Complete after the job has been processed through Payroll
Bulk Select Jobs, even across multiple pages, to change status, add to projects, or add to an invoice
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Add a NEW Job from the Office
Customise Columns using the filter button at the top right of the column headers (picture)Invoice Details: If you’re using the Invoice feature, there are quick icons to inform users of invoice status of each job.
Icon Combo | What does it mean |
|---|---|
 | This means this job has not been linked to an Invoice, and this icon |
 | This means an invoice has been created with this Job, but has not been approved by the a Client with Client Access, and has not been sent. |
 | This means an invoice has been created for this Job, and the Client with Client Access has approved this invoice. |
 | This combo means the Invoice that has been created with this Job has been, Created, Client Approved, and Sent to Xero |
Pro Tip: You create Invoices from this page, by filtering the Jobs to the Client, Locations, and/or Tasks you would like to invoice for, selecting all jobs that apply, and selecting “ADD TO INVOICE.”
Related Topics:
Edit Jobs
Scheduled Tasks
Timesheets
Projects
Invoicing
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