Jobs

Adding a job
Adding a job can be done using the Jobs screen or the Calendar. If your company is on the SOLO plan, you can only add jobs from the Jobs screen. You can...
Tue, 3 Dec, 2019 at 6:05 PM
Can I see who added or updated a job?
In ServicePal for the Office, you can view who created or updated a job. Only users with Manager or Administrator role can view this information. Wh...
Tue, 3 Dec, 2019 at 6:06 PM
How do I copy a job?
At times, it can be helpful to add a job with similar properties as another job.  ServicePal allows to make a copy of an existing job. To copy a job 1....
Tue, 3 Dec, 2019 at 6:06 PM
Export jobs to Excel file
ServicePal allows you to export all your jobs to Excel.  That might be helpful if you need to view your entire service history across multiple years.  Havin...
Tue, 3 Dec, 2019 at 6:07 PM
Editing a form
Office users can edit forms using ServicePal for Office. Sometimes office managers prefer to proof-read a form that was filled out by field technicians to c...
Wed, 26 Aug, 2020 at 5:02 PM
Dispatching jobs using the Team Calendar
A job can be created or scheduled from the iPad app calendar. Or, a job can be created or scheduled from the office web app calendar by an office manager or...
Wed, 26 Aug, 2020 at 4:55 PM
Downloading a form to PDF
Any form (contracts, invoices, estimates, inspection reports, etc) that are attached to your jobs, can be downloaded as a PDF file. 1. Open the job ...
Wed, 26 Aug, 2020 at 4:52 PM