Adding and Editing Jobs

Add Jobs in Top Menu Dropdown

After logging into the Workceo webpage, hover over the “+” button on the top right corner of the “Dashboard” and select “Add Job”.

This will take you to a job information form as shown below which accepts more details of the job including job category, job description, team members, vehicles, invoices, etc. There are options to add items or services and add products. Upon filling in all the information, click on “Save”. There are also options to add team members, vehicles and invoices.

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• Adding Products and Services to Jobs and Invoices

  Edit Job>Add Item or Service/Product Goto “Edit Job Details” page and scroll down. Scroll down until the “Invoices” section as shown below. In the “Invoices” section, click on “Add Item or Service” to add item or service. Similarly click on “Add ...

• Adding Contract Start & End Date

  Create/Edit Contract After logging into the Workceo webpage, hover over the “Money” section in the left side column of the page. Click on the “Contracts” option as shown below to open the contract list of clients.. This will view the contracts list ...

• Adding Custom Fields to Job Form

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• How to Add Multiple Invoices to a Job

  Add a New Invoice from “Invoice” Tab from “Jobs” Section After logging into the Workceo webpage, hover over the “Jobs” section in the left side column of the page. Click on the “All Jobs” option as shown below.  Click on any of the “Job Name” to ...

• How to Add Job Categories

  Edit Job>Add Job Category Goto the “Jobs” page, after logging into the main dashboard. In the listed jobs, click on the “Action” menu of the job for which the job category is required to be added. In the “Action” menu dropdown, click on the “Edit” ...