Jim Hammel

How to Add or Copy a JobsiteJobsites can be added or managed in multiple ways within the system. This article explains how to add a new jobsite and copy an existing jobsite.Adding a New JobsiteYou ...

OverviewTimes in the time sheet can be changed for every Operator assigned to the job ticket. Key BenefitsWhen there are multiple Operators assigned to a job, each one of them can have individual t...

Navigate to Jobs / DispatchGo to the date on the calendar for which you would like to add a note.At the bottom of the dispatch screen enter in your notes.Click "Save Notes"NoteThis area is often us...

Specifics   Navigate to Jobs - Dispatch. Highlight the job you want to print the ticket for, or select each job that you want to print a ticket for by clicking to check the box at the far left.  ...

From Jobs / DispatchFont Styles:  Blue = 2nd Round JobYellow = 3rd Round JobRed = Concrete on HoldItalics = Safety IssueBold = CODBlue fonts indicates 2nd Round-Double Click desired job-Job informa...

Navigate to Jobs - DispatchDouble click on the job that you want to multi book.On the top panel select Multibook.Click on a day that you would like add the job to the schedule. If you want to add m...

From Jobs / Dispatch Double click and open the job that you need to reschedule.Select the job date drop down menu.Select the date in which the job needs to be rescheduled to.Change any other necess...

From Jobs / DispatchDouble click on the desired job from the schedule.Double click on the “Caller / phone # (click for list) linkRight click in the new window.Choose “Add A New Contact Person”Enter...

From Jobs / DispatchRight click on the job you wish to cancel.Select “cancel selected job”.From the new window choose the reason why the job is being cancelled.Enter in the name and number of the p...

OverviewA new job status is available called "Pending". It is typically used for jobs whose jobsites still do not have Permit/License approved.SpecificsTo set job status to "Pending" open a job and...