Help @ Connect2Field
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Job Management
- How to Create & Dispatch New Jobs in Connect2Field
- How to setup Job Types in Connect2Field?
- How to Add Job Start & Job Finish Questions
- How to view all my Active Jobs
- How to view Jobs & Job Locations on a map
- Creating Recurring Jobs in Connect2Field
- How to End/Cancel Jobs from Recurring
- Viewing Master Recurring Jobs in Connect2Field
- How to Add Sub-Jobs in Connect2Field
- Scheduling in Connect2Field
- How do I add Service Notes for particular Job Type in Connect2Field
- How to attach documents to a Job
- Creating and Using Equipment in Connect2Field
- Using Search in Job Central
- Configure Job Card to Display Images, Start/Finish Questions & Custom Fields
- How to Print/Email a Job Card and attached images to a Job
- Quick Search Jobs in Job Central
- How To apply colors to different Job Types ?
- How to setup your Field Workers to receive Outlook Calendar Appointments
- How to Add Fields to Job Central
- Connect2Field WorkFlow / Standard Job Status - Explained
- Example: Track Job progress with Custom Status Icons
- Example: Capturing crucial Job Information using Custom Fields
- How to Archive Completed Jobs
- How to Un-Archive Jobs
- How to Change Status of Multiple Jobs
- Example: How to Charge/Bill your clients for your services using Connect2Field
- Example 1: Planning your Field Work in Advance
- Example 2: Planning your Field Work in Advance
- How to Add Discount to Jobs