Client Settings

Client Settings

Client Settings

in the "Client Settings" tab you have the ability to configure the job list for each site. This is where you can assign and schedule jobs to a client site. To access the recurring job list for a site click on the [Settings] button.

Recurrent Job Calendar

Recurrent Job Calendar

The Recurrent Job Calendar shows the all of the jobs that are scheduled to be completed at a site weekly. Each of the tiles represents a job that is scheduled at the site. The gray tiles are jobs that currently belong to a run sheet. To view more information about a job hover over the job tile. Job tiles that are colored red are not currently assigned to a run sheet.

Adding Site Jobs

Adding Site Jobs

To add a new job to a site use the form at the top of the screen. Follow the steps below.

  1. Use the drop-down menu to select the type of job that will be added to the site recurrent schedule.
  2. Provide the scheduled time for the job. Note that the time can be specific such as 9am or it can be within a time range such as from 9am-1pm. This field supports 24hr or AM/PM time formats.
  3. Assign an approximate duration to the job. This information will be used to tally the estimated hours for the run sheet.
  4. Select which days of the week this job must be performed.
  5. Click the [Add] button to add the job to the selected days.

Deleting Site Jobs

Deleting Site Jobs

To delete a recurrent site job click on the site job tile. This will prompt a pop-up option labeled "Remove." Click on the "Remove" option to delete the job from the recurrent site jobs.

Run Sheet Assignation & Details

Run Sheet Assignation & Details

The "Runsheet Assignation & Details" menu option allows you to view all of the recurring jobs at a site. Use the drop-down menu in each recurring site job to assign that job to an existing run sheet.

Site Specific Instructions

Site Specific Instructions

This section allows you to enter site specific information for each job type. Information commonly stored here may include: instruction of duties, specific locations at the site to check, access information and more.

Create a Site Specific Job Type

Create a Site Specific Job Type

To create a new job type for this site follow the instructions below.

  1. Click on the [+ Create New] button and complete the information in the pop-up form.
  2. Upon completing the form click on the [Save] button to create the job type.

Edit Site Specific Instructions

Edit Site Specific Instructions

To edit/add site specific instructions for different job type follow the steps below.

  1. Click on the [Edit Site Info] button next to the desired job type.
  2. Enter the job type information in the text box of the pop-up window. Once complete click the [Save] button to add the information to the job type.

Performed Visits

Performed Visits

The Performed Visits menu option will show the complete list of all jobs that have been performed at the site. Note that the column furthest to the right shows the color-coded status of the job.

This list can be exported by clicking the [Options] button in the upper right-hand corner. Click on the button and select the export format.