Industry Packs - Electrical

Introduction

The Electrical Industry Pack is a comprehensive solution tailored specifically for businesses in the electrical sector. Packed with advanced dashboards, essential reports, and critical forms, this pack ensures compliance with industry standards, streamlines your operations, and enhances decision-making for maximum efficiency and profitability.

Designed to address the unique challenges of the electrical industry, this pack includes:

• Four Dashboards: Gain insights into financial performance, customer interactions, project workflows, and preventive maintenance activities.
• Five Essential Forms: Ensure compliance with key standards like BS 5266-1 and BS 7671, while keeping your operations efficient and safe.
• Fifteen Supporting Forms: Prepare your business for a broader compliance framework with additional tools for operational excellence.
• Fourteen Comprehensive Reports: Track and analyse performance metrics, streamline financials, and manage assets effectively.

This user guide provides an overview of the reports, forms, and dashboards available to you, along with instructions on where to access them.

Subscribing to the Industry Pack app

You'll firstly need to subscribe to the app. If you need help subscribing to your chosen Industry Pack app, please click here.

Once this has been set up, you'll have access to your industry specific Reports, Forms and Dashboards. Read on below to find out more.

Reports

Your reports can be found via Reports > Dynamic Reports

Use the filters to search for a specific report, if required

You’ll have access to the following reports:

• Job Tracker
• Invoice Log
• Job & Visit Details
• Monthly Timesheet Report
• Quote Tracking & Analysis
• Purchase Invoice Analysis
• Vehicle Safety Inspection
• Customer Profile & Receivables
• Site Insights & Receivables
• Job Performance KPI
• Job Performance & Cost Analysis
• Purchase Order Details
• Asset Inventory & Financials
• Stock Inventory Details
• Adept Sage Purchase Export
• Adept Sage Sales Line Item
• Kashflow Sales Export
• Pegasus Opera Purchase Analysis
• Pegasus Opera Purchase Transaction
• Pegasus Opera Sales Analysis Export
• Pegasus Opera Sales Transaction Export
• Quickbooks Purchase Export
• Quickbooks Sales Invoice Detailed
• Sage 200 Purchase Invoice Export
• Sage 200 Sales Invoice Export
• Sage 50 Purchase Export
• Sage 50 Sales Export
• Sage Purchase Business Cloud Accounting
• Sage Purchase Invoice Export
• Sage Sales Business Cloud Accounting
• Sage Sales Export
• Xero Purchase invoice export
• Xero Sales Export
• AccountsIQ Export Report
• Xero Export Canada

Want to learn more about Dynamic Reports? Click here to find out how to export and schedule them effortlessly!

Forms

To access your forms, navigate to Settings > Electronic Forms

The following forms will be visible:

• Emergency Lighting Periodic Inspection & Testing Certificate (TEL)
• Emergency Lighting Small Install (TELPIT)
• Portable Appliance Inspection & Testing Certificate (TPAT)
• PM5 Emergency Lighting Periodic Inspection & Testing Certificate (EMP5)
• Emergency Lighting Small Install (TELSI)
• Electrical Installation Condition Report (GTEICR)
• Vehicle Checklist

Click here to read more about your Electronic Forms and how to deploy them to your engineer's mobile apps, or click here to to find out how to complete mobile forms within the app.

Dashboards

Your Dashboards can be found under the Dashboard menu item

You’ll be able to utilise the following Dashboards:

• Finance Dashboard
• CRM Dashboard
• WIP Dashboard
• PPM Dashboard

The primary user must publish the dashboards to make them available to others.

Navigate to Reports > Dynamic Reports and click on the Dynamic Dashboards tab.

Toggle the Publish icon to activate the dashboards as needed.

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.