Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 18 Current »

Key

Jobs and the following Job-related functionality are only available to Gruntify for Business users. If you are a Professional subscriber and you want to add this functionality, go to the Billing area and upgrade to Business.

Accreditations are the officially recognized skills of your staff. If you are not using Jobs, you do not need to set up Accreditations. Using Accreditations, you are able to ensure that jobs are allocated only to the teams that have the correct qualifications to do the task.

Assets are fixed geographical locations, representing a real-world item. The purpose of an asset is to define an entity that can be assigned as the location of a job or a request. In a park, assets could be the garden beds, paths, playgrounds, buildings, or a statue. For a power utility, the poles and substations are assets.

A Depot is a location associated with Teams, and hence Equipment. If you are using Jobs, you must assign your field staff into Teams, and Teams to Depots. If you are using Jobs and do not have Depots in your organization, you will need to create at least one dummy Depot for Jobs to work.

Equipment covers the trucks, machinery, computers, and any other tools owned by your organization and used by your staff. Using Equipment, you are able to ensure that jobs are allocated only to the teams that have the correct tools to do the task.

Before you can create any jobs, you need to create a Job Template. The template ties together the data to be collected for the job with what is needed for the job. Once the template is created, a Job can be created manually.

Jobs can be set to be done on recurring job schedule, which could be a particular day of the week, month of the year, or every X days or months.

Use the Job Bulk Import to create a batch of jobs using an Excel spreadsheet, or the Asset Bulk Import to import and update Assets.

Using Geofencing you set up the jobs so that field workers can only check in and check out while they are at the job location, with a small buffer to allow for inaccuracy.

  • No labels