Overview-Job Estimates and Quotes
Hover on the “Jobs” tab on the left corner of the page. Click on “Estimates” button.
In the “Estimates” page, click on “Create Estimate” button on the right top corner of the page.
In the “Create Estimate” page, enter the “Estimate Number”, “Valid until” date and brief “Notes”.
Overview: Job Management for Dispatchers and Admins
Add Job in Job Module Click on the “Add New Job” button available on the top left side of the dashboard as shown below. This will take you to a job information form as shown below which accepts more details of the job including job category, job ...
Downloading and Accepting Client Estimates
Goto the “Estimates” page. In the listed estimates, click on the “Action” menu. Click on the “View” button to view the estimate details as shown below. Upon clicking “view”, the estimate will open in a new tab. In case the estimate status is listed ...
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” ...
Advanced Job Details and Features
Assign Vehicle Goto “Edit Job Details” page and scroll down. Scroll down until the “Vehicles” section as shown below. In the “Vehicles” section, click on “Choose Vehicles” to select from a list of vehicles. Add Custom Item or Service In the ...
How to Add Images to a Job
Upload an Image from the “Add Job” Section After logging into the Workceo webpage, hover over the “+” icon on the top right corner of the page. Click on the “Add Job” option from the list as shown below. In the “Add Job” from opened, scroll down to ...