Jobs
Creating Jobs, task assignments, and workflow statuses.
28 articles
Basics
Basics Job Workflows in WIZniche
- 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.
Recurring Jobs
Learn how to start and manage Recurring Job workflows in WIZniche
- Recurring Job: What Is a Recurring Job?Set a job up once and let WIZniche add every visit to your calendar.
- Recurring Job: How to Set Up a Recurring JobTurn any job into a repeating schedule: pick how often, which days, and when it stops.
- Recurring Job: The Recurring Jobs List PageEverything on the Recurring tab: your totals, columns, statuses, and what Booked means.
- Recurring Job: Managing a Recurring ScheduleView the jobs in a schedule, pause it, or stop it from the Recurring tab or from a job.
Managing Jobs
Managing your Job List Page in WIZniche
- Job: How to View and Filter the Jobs List PageUsing the Jobs List Page to oversee your operations.
- Job: Instant Job Filtering Using Status Tabs on Job List PageA guide to the status tabs and what each stage represents on Jobs List Page.
- Job: Customizing the Jobs List ColumnsAdjusting the list view to show relevant operational data.
- Job: Exporting and Printing Job DataHow to extract job records for external reporting.
- Job: How to Delete a JobManaging the removal of jobs from your system.
Job Time Tracking
How to start and manage employee time tracking within WIZniche Jobs
- Job Time: What Is Job Time Tracking?Time the work your team does on each job, separate from their daily clock in and out.
- Job Time: How to Start, Pause, Resume, and End Job TimeHow to time your work on a job, including breaks for materials or waiting.
- Job Time: Understanding the Job Time LogRead the Job Time Log: your timer, summary boxes, every team member's time, and each entry's timeline.
- Job Time: Where Job Time Shows Up in Timesheets and Job CostingSee how job time appears in each employee's timesheet and in your Job Costing numbers.
- Job Time: Correcting a Time EntryFix a missed start or end time on a job time entry, with a full record of every change.
Job Costing
Learn all about Job Costing in WIzniche
- Job: Understanding Job CostingMonitoring the profitability of your jobs in real-time.
- Job: Job Costing: Tracking Labor and Adding Time EntriesMonitoring the profitability of your jobs in real-time.
- Job: Job Costing: Adding New Expenses and Tracking themMonitoring the profitability of your jobs in real-time.