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Video Guide: Jobable process using Customer Equipment

A common workflow for creating Jobs from Equipment and raising Quotations for further works if needed.

Joel Caws avatar
Written by Joel Caws
Updated over 11 months ago

Creating Jobs from Equipment

We show you how to create a Job based on equipment that a Customer may have reported a fault with.

Engineer Remote Web App

Once Jobs are scheduled for a field engineer, they can access their Jobs for the day using the Jobable Remote Web App. We look at how this looks to an engineer and how they sign on and off their Jobs for the day.

Creating Quotations for Jobs needing further work

Some Jobs cannot be completed on the first visit. We look at how to raise a send a Quotation to a Customer for further work that an engineer may have advised is needed.

Applying Quotations to Jobs

Once a customer accepts a Quotation, we look at how to apply quotation elements to a Job and then look at ordering any parts or scheduling an engineer to complete the works.

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