Introduction
Joblogic's Log Job from Recent Job function allows users to quickly create a new job by copying details from a previously logged job.
The Log Job from Recent Job function saves time when creating jobs with similar requirements by reusing information from a previous job. This reduces repetitive data entry and helps maintain consistent and accurate job details.
This user guide explains how to log a new job using the Log Job from Recent Job function.
Log a Job from a Recent Job
To Log a job from a Recent Job, navigate to the job logging section within Joblogic.
Here the "Log Job from Recent Job" toggle can be found.
Switch this toggle on to activate the feature.
A dropdown menu will appear, showing the 10 most recently logged jobs. PPM jobs are excluded from the list.
If the job you wish to replicate is not immediately visible, you can search using identifiers such as the job description, job number, reference number or order number. You can also search using details such as primary job trade, secondary job trade, tags, job type or job category.
Once you select a recent job, Joblogic will automatically populate the following information from the selected job:
- Job Details: Description, primary job trade, secondary job trade(s), tags, job type, job category and priority level.
- Job Cost: Quote value and the Schedule of Rates (SOR) toggle setting.
- Job Tasks: Tasks associated with the recent job.
The Customer and Site from the original job will also be populated but can be amended if required.
Review the populated information and make any necessary changes to ensure the new job reflects the current requirements.
Once you have made any required changes, select Save to log the job.
Copy reference numbers and dates from recent job
The Copy reference numbers and dates from recent job setting controls whether specific reference and date fields are copied when using Log Job from Recent Job.
To enable this setting, navigate to Settings > System Setup > Log Job from Recent Job and select Copy reference numbers and dates from recent job.
When enabled, the following fields are copied from the selected recent job to the new job:
- Customer Order Number
- Reference Number
- Preferred Appointment Date
- Target Completion Date
- Start Date
- End Date
The copied values can be edited on the new job as required. Any changes made to the new job do not affect the original job.
The setting is disabled by default. When disabled, these fields are not copied and the existing Log Job from Recent Job behaviour remains unchanged.
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 or new releases within the system. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions and settings or the electronic device being used.