Glossary

A

All Jobs
Full list of jobs with no filters applied.

Asset
A piece of equipment installed on a site that requires registering and/or servicing. This can also form part of an installation or project. E.g. a boiler, AC unit, compressor, fuse board, fire control panel, cooker, etc.

Asset Details
The information that you want recorded of the asset. This is usually the make and model. E.g., Baxi EcoBlue + 28 28kW Combi Boiler (1751V).

Asset Location
The exact place where the asset can be found on-site. E.g., plant room, loft, kitchen, main reception, etc.

Asset Quantity
The number of pieces of equipment fitted. Normally, only 1 is recorded when a serial number is entered, but, this can be increased. E.g., boiler x1, fire panel, x1 outdoor unit or 16x smoke detectors, 6x passive infrared (PIR) detectors.

Asset Reference Number
A unique identifier given to your asset.

Asset Warranty Expiry
A new asset normally holds a manufacturer’s written guarantee including the end date. This promises to repair or replace an asset within a specific period of time.

B

C

Completed Today
Jobs that are in the Completed status and have been finished today. Date Complete should show as today’s date.

Customer
The invoiceable address or head office. This will contain the address details as well as commodities such as agreed selling rates (if required).

Customer Reference Number
The unique identifier given to the customer. This can help with searching and reporting.

D

Date Logged
A timestamp showing when the user logged the job.

Deploy to Mobile
Send the visit to the engineer(s) (or technician(s) if US) who is allocated.

Desktop User
An individual who will use Joblogic on their office-based computer.

E

Engineer
A member of your team who can be assigned jobs/visits.

Equipment
An asset that has not been installed yet. E.g., a boiler, AC unit, compressor, fuse board, fire control panel, cooker, etc.

Equipment Class
A category to record your equipment/assets.

Equipment Details
The information that you want recorded of the equipment. This is usually the make and model. E.g., Baxi EcoBlue + 28 28kW Combi Boiler (1751V).

Equipment Library
A database of commonly used or registered assets. These can be added to any site for the user to then add additional fields.

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G

H

I

In Jeopardy Jobs
Jobs with a priority that have bypassed Alert 1, but not yet breached their response time.

J

Job
A task or piece of work that needs to be carried out.

Job Allocation
The process of selecting the specific visit time and date of when an engineer is required to attend a job. Job allocated does not mean it is deployed.

Job Category
Further details of the job being carried out. This can help with reporting, searching and scheduling. E.g., AC - Leak, Boiler - Leak, Alarm Sounding, Roof - Leak or Plumbing, AC, Gas & Heating.

Job Order Number
The reference or purchase order number sent by the customer.

Job Owner
The user who is taking responsibility for the job (can be different to the user who logged it).

Job Reference Number
An additional identifier you may want to give the job internally.

Job Status
The current condition of the job. E.g., New Job, Travelling, Attended, Completed, Invoiced, or Cancelled. This is affected by various actions/events in the system.

Job Type
The highest level of categorisation of the job being carried out at a site. E.g., Call out, Installation, Maintenance, Out of Hours, Reactive or Non-Productive.

K

L

Labour Warranty Expiry
The end date of a written guarantee that promises labour will be covered on an asset within a specific time frame.

Logged By
The user who inputted information (can be different from the owner).

M

Mobile User
An individual who will use Joblogic on their mobile device while working on-site.

N

O

Open Jobs
Jobs that are in the following statuses: New Job, Allocated, Attended, Awaiting Parts, Parts to Fit, Paid/Fwd. Planning.

P

Planned Preventative Maintenance (PPM)
Scheduled maintenance jobs that happen on a recurring time basis. E.g., quarterly, annually, monthly, etc.

Preferred Appointment Date
The desired date and time discussed or asked for by the customer. This is not the scheduled date and time for the engineer visit.

Priority Level
An agreed response/attendance timescale. This will display and count down hours, showing alerts on different jeopardy times. The job desk will then move them (based on the jeopardy alert stage) into their own tab. E.g., 4-hour, 8-hour or 24-hour service level agreement (SLA).

Q

Quote Contact
The person who is the main point of connection for the quote.

Quote Logged By
The user who inputted information for the quote (can be different from the owner).

Quote Owner
The user who is taking responsibility for the quote (can be different to the user who logged it).

Quote Reference Number
The unique identifier given to the quote. This can help with searching and reporting.

R

Requires Revisit
If a job has not been completed, the engineer responsible has informed the back office that the job needs returning to (by another or the same engineer).

Requires Allocation
Jobs that are in the New Job status and need to be assigned.

Requires Invoicing
Jobs that are in the Reqs. Invoicing status and need to be invoiced.

S

Serial Number
The unique identification code of the asset/equipment. This can contain numbers, letters, and other typographical symbols. E.g., 29385395872389-RTT.

Site
The location where the work/job is being carried out. Commercially, the customer and site can be different. Whereas domestically, they are normally the same.

Site Reference Number
The unique identifier given to the site. This can help with searching and reporting.

Source of Enquiry
The origin of the quote that relates to marketing activities such as Google, existing customer, or a local newspaper advertisement.

T

Technician
A member of your team who can be assigned jobs/visits.

U

V

W

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Y

Z