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Adding Engineers and Syncing Jobs to the Cloud

Once you have created a job you will need to add the engineer to it.

To do this, open the relevant job sheet from the ‘Jobs’ module

Click on the ‘Engineers‘ tab then click on the ‘Add‘ button on the far right-hand side.

Choose your engineer and date/time from the schedule then click ‘OK‘.

The engineer’s name will now be added to the job.

If the engineer is set to sync by default, then it will sync at the next scheduled time. If they’re not, you will need to tick the ‘Sync‘ box.

Click ‘Save & Close‘ in the top right of the job sheet and the job will sync at the next scheduled time.

Clik Service

Clik Service

Job Sheets

Finding Jobs Near an Engineer
Clik Service

Clik Service

Job Sheets

Checking Engineers Have Received Their Jobs

Job Sheets

  • Job Sheets Overview [Video]
  • Creating New Job Sheets [Video]
  • Filling in Details on Job Sheets [Video]
  • Adding Signatures to Job Sheets
  • Adding Action Lists to Job Sheets
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