Notes, photos and more

Notes are for anything the crew should know: gate codes, what the customer said, what's left to do. Customers never see them unless you share the job.

1. Open the job menu, then Notes.
2. Click the round + button.
3. Type your Note.
4. Click Add note.

To change a note, click it, then Edit. To remove it, click it, then the bin.

Use the search box at the top to find a note.

A checklist is a list of steps to tick off, such as safety checks or a switchboard upgrade.

1. Open the job menu, then Checklists.
2. Click the round + button.
3. Under Start from, pick A blank checklist or one of your templates.
4. Change the Checklist title if you like. Leave it blank to use the template's name.
5. Click Add checklist.

Open the checklist and tick each item as you go. To add another item, type it in the Add item box at the bottom and click +.

A material list keeps track of the parts and supplies a job needs.

1. Open the job menu, then Materials.
2. Click the round + button.
3. Type a List title, for example "Bunnings run".
4. Click Add list.
5. Open the list. Type each item's name, quantity and unit at the bottom, then click +.

Tick an item when you've got it. Ticked items turn grey.

Photos show the work before, during and after. They also go in the customer's job report.

1. Open the job menu, then Photos.
2. Click the round + button.
3. Under These photos are, pick Before, During or After.
4. Under Photos, pick one or more photos, or take new ones on your phone.
5. Add a caption or tags to any photo if you like.
6. Click Upload.

Photos are made smaller on your device before they upload, so they don't eat your mobile data.

Find a photo #

On the photos page you can:

• pick a Stage to see only before, during or after photos
• pick a tag, or a date range under From and To
• search by caption
• see Before and after side by side

Click a photo to see it full size. Click Edit to change its caption, stage or tags.

Files are plans, certificates, supplier quotes and other documents.

1. Open the job menu, then Files.
2. Under Attach a file, choose the file.
3. Give it a Name if you like, for example "COES certificate".
4. Click Attach file.

You can attach PDF, Word, Excel, images, drawings (DWG and DXF) and zip files up to 25 MB each. Click a file to download it.

Log the time you spend on a job. It shows on the job card and in Timesheets, and it can go on the invoice.

To time yourself as you work:

1. Open the job menu, then Time.
2. Click Start timer when you start.
3. Click Stop when you finish.

To add time afterwards:

1. Open the job menu, then Time.
2. Click the round + button.
3. Pick when you Started at and, if you like, when you Ended at.
4. Add Notes if you like.
5. Click Log time.

Use All, Mine and Running at the top to filter the list.

Tasks are jobs within the job, such as "Order the meter box" or "Call the builder". You can give each one to someone and set a date.

1. Open the job menu, then Tasks.
2. Click the round + button.
3. Type a Title and, if you like, a Description.
4. Pick a Date and who to Assign to.
5. Click Add task.

Tick the box next to a task when it's done. Tasks also show on the Tasks page, the Calendar and the person's dashboard.

The activity page is the job's history. It shows who did what and when: notes, photos, status changes, time and more.

Open the job menu, then Activity.