The My Work view is designed for when you are out on the road, at your Sparky supplier or on site. If you are a one-man-band, this is where you can manage your calendar.
Calendar Tab:
The Calendar Tab shows you your jobs in a familiar, calendar format and provides the following functionality:
Adding a new Job to the calendar
You can add a new job from the + button or by selecting where you would like the job to go in the calendar itself and selecting New Job.
This will generate a new job as well as scheduling it in your calendar with a screen you can fill out below.
This is a fast way to schedule a job when you are in a hurry and you can come back and work through the details later on.
Adding an existing Job
You can schedule an existing job from the + button or by selecting where you would like the job to go in the calendar itself and choosing
Adding an Activity
An activity is for non-billable work which you wish to record in your calendar (e.g. Sales, Lunch, NECA course).
You can add and/or schedule an activity from the + button or by selecting where you would like the job to go in the calendar itself and either choosing an existing activity or creating a new activity.
Generating a Purchase Order Number
You can generate a Purchase Order number for quoting at the sales counter of your Sparky Supplier by:
selecting the
selecting PO#
selecting the relevant Job/Taski
When you quote the Purchase Order number at the counter all materials that you have picked up will automatically be added to the Product Section of the relevant Job/Task.
Accessing the Job Card recording work onsite
By clicking on a Job in the Calendar Tab you will bring up the below cards
When you hit the + Button you will see the following options.
Click on Assigned and mark the Job in Progress
Select Schedule to populate timesheets.
All sections of the this job/task are easily accessed through the drop-down. Where you can use a timer or timesheets to book time against the job.
Please refer to the Setting up a Job article for details of the other sections that you can see listed above.
Accessing the Job Card to navigate to a Job and alert the customer via SMS
This functionality is covered in the GPS article.
Jobs Tab
This shows jobs in a list view.
When you select a job in this view, the Job Card will come up.
Teams Tab (multi-staff users)
Shows you the schedule for your team.
Map Tab
This functionality is covered in the GPS article.