- 20 May 2021
- 6 Minutes to read
- Updated on 20 May 2021
- 6 Minutes to read
My trial has ended – how can I upgrade to the full version?
If you are happy with how Joblogic works alongside your business, you can transfer your trial account to a full licence. Simply click ‘Subscribe’ located in the top navigation menu. Here, you can select a plan and add your payment details. Once done, click ‘Start Subscription’. All Joblogic bills will be withdrawn monthly from this account.
If you have any further queries or would like to extend your trial period, please speak to one of our sales representatives who will be more than happy to help!
How do I control what my customers see in the Customer Portal?
When providing Customer Portal access to your customers, it is possible to select the sections of the work they can access. It is even possible to enable users the ability to log jobs without needing to call your office. All these permissions can be edited when immediately adding the Customer Portal user and also by editing a specific user’s permissions. To do this, simply navigate to the Settings menu, the ‘Customer Portal Access’
Can I add a link to the Customer Portal to my website?
Yes. Simply get in touch with our customer support team who will be more than happy to send over a section of HTML code that you can add to your existing website code. If you need any assistance, please do not hesitate to get in touch.
Do you take suggestions for improving your software?
We love to hear your opinions of our software and will do everything we can to ensure we are providing the best service for you. If you do have a suggestion for Joblogic that you feel could really help you and our other clients, please speak to our support team on 0800 326 5561, or email firstname.lastname@example.org. One of our representatives will be happy to help!
Why are my engineers not receiving their jobs?
The main reason why engineers sometimes do not receive their jobs is that they do not have a strong or reliable enough internet connection to allow them to download the job information to their devices. In some cases, jobs can take up to 10 minutes to arrive on your engineer’s device that uses the offline version of the application. In the unlikely event that your jobs do not arrive on your engineer’s device after 10 minutes, please get in touch with our customer support team who will investigate this issue right away.
Adding new users
Back Office User
- Click on Settings
- Click on Staff
- Click on Add
- Enter relevant information (select “Has login to the back office”)
- Follow the same steps as above; however, on step 4 click “Is Engineer”.
How do I use the Planner?
To use the Planner, follow these steps: Planner > Select the time/date that you want > Fill in the relevant information > Save.
It is also possible to drag and drop any jobs which have been previously added into the system but not yet assigned to a specific engineer. The jobs will be listed on the right side of the screen and can simply be dragged and dropped onto the relevant section of the Planner.
How do I set user permissions in Joblogic?
Each user’s permissions can be edited from within the ‘Users’ page in the system. To find this page, simply navigate to the Settings menu, then select ‘Staff’. The permissions which can be edited impact various elements of the system, enabling the best user restrictions possible.
Can my engineers add notes against specific jobs?
Whether you are using the back office or mobile app, engineers can update job notes to specific jobs. While using the mobile app, the user must select the specific job then add notes.
To add notes to a job via the back office, the user can select the specific job from the job list. While on the job details screen, navigate to the ‘Info’ dropdown and select ‘Notes’.
How do I log a quote?
To log a quote, complete the following steps: Quotes > Log Quote > Fill in the relevant information (customer//site etc.) > Save.
How do I log a job?
To log a job, follow these steps: Jobs > Log Job > Fill in the relevant information (customer//site//job details etc.) > Save.
All you need to know about changing passwords in Joblogic
Changing your password regularly is good practice to secure your company information. Therefore, we always advise resetting your password every few months to prevent any unwanted entry to your system. To change your password, go to the user’s icon and click on the username of the account you would like to reset. Once you are in the user record, click change password and save your changes.
How do I filter jobs?
To filter jobs, follow these steps: Jobs > All Jobs > Top menu bar > Filter by the basic options status, date, or show advanced filters then you can specify based upon more specific items > Search.
How can I export my invoices to my accounts package?
To export your billing data into your accounts package, simply navigate to the left hand side of the screen and choose the ‘Report/Export’ module. Within this screen there will be a variety of exports that can be imported to most major accounts packages (Xero, Sage & QuickBooks) in CSV format.
We have plans to introduce an automated link to these systems in the coming future, so watch this space for more details!
How can I access Engineer Tracking?
To access Engineer Tracking, simply get in touch with our customer support team who will activate the feature on your account. As soon as the feature has been activated, a tab will appear on the portal called ‘Engineer Tracking’. A request will automatically be sent to your engineers to agree to share their GPS coordinates with our app. As each of your engineers agree to sharing their location, you will see live and historical tracking data appear on your Engineer Tracking screen.
How can I add my own forms to Joblogic Mobile?
We have a large library of industry standard certificates and forms available, so we may already have something available that will suit your company’s needs perfectly. If there are no suitable options, feel free to get in touch with the sales team who will start the process of getting your bespoke forms set up for electronic use. Please note that any bespoke forms will incur a charge for development time required.
Can I log jobs/quotes on my phone?
Yes. To activate the function to log jobs/quote on your mobile devices, please get in touch with our customer support team who will switch this feature on for your company. Once you have the feature activated, you will be able to log jobs and quotes offline and even add new job prospects to your database on the go.
Can I have my data imported into Joblogic Web?
Of course. Simply speak to a member of our customer support team and they will provide an import template that allows you to add your pre-existing data into your system. The imports we currently offer include Customer, Sites, Parts/Assets.
Can customers log jobs from the Customer Portal?
Yes. Customers can log their jobs immediately from the Customer Portal meaning that it saves time for your back office team answering the phone. Jobs can be immediately allocated to the relevant engineer.
Can I use Joblogic mobile if I have no signal?
Yes. Joblogic Mobile can be used without signal if the application has been installed from either the iOS or Google Play app store. The app will allow your engineers to complete their visits, complete any forms, and collect signatures while offline. The app will store this information and keep it safe until it can sync with Joblogic via a secure internet connection. Please note that an internet connection will be required to initially download new visit details to the device.