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How do I reallocate a Job?

To reallocate a jobsheet to a different repairer  follow the steps below.

  1. Open the jobsheet
  2. Click the ‘View/Edit’ link next to the repairer’s name
  3. In the pop up box, clear the current repairer’s name and enter the new details. If this repairer  is in you network you will see a list of matches to choose from.
  4. Once the new repairer has been chosen and the address details have updated save your changes

Please note your user role and permissions may affect this. 

See the Booking in Jobsheet guide here ➜

Operator


dATA SHEET GUIDANCE

The Operator data sheet has 3 main steps to complete. 

This data helps us set up and prepare your account. 

Step 1

Add your workshops

Enter the company name and address for the workshops responsible for regular maintenance of your assets.

Step 2

Add your vehicles.

Use drop-downs to add assets: select type, manufacturer, model, and primary repairer. Required fields are marked (*).

Note

Please note this data is used to setup up your fleet list details and does not create schedules. Schedule imports are available separately if required.

Step 3

Add your users

Enter each user’s name, contact, and role (e.g., Driver, Administrator). Multiple roles are allowed. See the final tab for role definitions. User limits depend on your contract.

Step 4

Additional Information

O-licence data: Enter your O-License details here to set them up on your account. You can assign vehicles to the O-License number in Step 2

Depot Data: Complete this step If you have multiple locations that vehicles and drivers operate from.

If you are unsure on how depots may affect your account set up. Please contact the  implementation team. 

Download Data Sheet

Click here to Download file

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