Customer Portal - Log Job

Introduction

The customer portal is a great tool within Joblogic which allows our users to provide their customers with access to a separate online portal. This portal allows our user’s customers to access real-time information related to their jobs, quotes, PPM Contracts and more. The tool enhances transparency and streamlines communication between the service company and its clients.

This user guide will help customer portal users to understand how to log a job within the customer portal both via a site and at asset level.

Logging a job via the Site

To log a job against a site, select the sites tab and select the site ID of the applicable site.

Select the Log Job button.

Fill in the job details. There will be some mandatory and non-mandatory fields to go through. Click on the Save button to log the job once the required details have been added.

Logging a job via an Asset

To log a job against an asset, select the Assets tab > Assets Detail.

Select the applicable asset. You will then be directed to an ‘Asset Details’ page. Select the LogJob button and the rest of the procedure will be the same as when logging via a site.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.