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Onboarding Process
Exporting Customers and Inventory from MYOBExporting From XeroFive simple thingsMinimum Requirements
Setup How To Guides
Create a Customer, Add a Contact, and Link a SiteCreating a UserSpray and Spread RecordingUnderstanding Item Codes and GL/Account Codes
Xero Integration
MYOB Integration
Jobs
Anatomy of the Job Page - Part 2 (Tasks)Anatomy of the Job Page - Part 1 (Job Details)Anatomy of the Job Page - Part 3 (Products and Summary) How to use the Job CalendarHow to use the Task PreviewerHow to use TimesheetsJob Status and What They MeanUploading a file to a JobWays to Create a Job within JobFlow
Dockets
Adding Dockets to New or Existing JobsHow do Drivers Create DocketsHow Setup Docket TemplatesUnderstanding the Dockets System
Reporting
Invoice Settings

How to use the Job Calendar

  • Gives a calendar view of the jobs page - shows a top-level view of what is due/work in progress
  • Tiles appear on the job due date. The task progress shows how many tasks there are and how many have been completed (e.g. 0/4, job hasn't started)
  • Job status - white (new) jobs need details confirming, so the tasks for it will not show in the scheduler. Green jobs are booked or scheduled.
  • Job due date can be adjusted by dragging the tile (on the double-ended arrow) to another day. This will bring up a pop-up with tasks adjusted by the same amount for you to confirm or adjust as necessary
  • Task details can be viewed by clicking the eye icon. This allows you to adjust the job and/or individual task due dates and assignments

Example workflows:

1. The weather has packed in, so you decide to push a job back. You drag it to the new due date, and it comes up with the pop-up showing adjusted task dates. As you are not sure who will be doing that task now you removed the assignment and hit update

2. You are limited on a resource (say, a Harvester), so you want to see how many harvesting jobs you have coming up. You go to the jobs calendar and filter by Harvesting jobs to decide whether to adjust when they are due, or whether you need to lease another harvester for a period.

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