Basics
Basics Job Workflows in WIZniche
9 articles
Job: How to Create a New JobA guide to initiating a new job workflow from the dashboard.
Job: Adding Customers and Service Location to JobsHow to assign the customer and the specific property to the job.
Job: Scheduling Technicians and Setting DurationManaging the "Who" and "When" for your service appointments.
Job: Creating "Child Jobs"How to quickly create multiple jobs to the same customer without putting in all the info again.
Job: How to Update Job status (On My Way, Start, Complete, Cancel)Tracking the lifecycle of a job from assignment to completion.
Job: Creating an Invoice from your JobSeamlessly turning a completed job into a billable invoice.
Job: Messaging Customers Directly from the Job Page and Adding Internal NotesUsing the Message Center to send updates via SMS and leave time stamped internal notes for your team.
Job: Uploading Attachments to Jobs and Sending them with InvoiceEnsuring documentation and files are attached and sent properly.
Job: How to Record and Monitor Payments on a JobManaging financials and payments directly on the job record.