FieldQuo

ਜੌਬ ਅਤੇ ਸ਼ਡਿਊਲ

ਜੌਬ, ਵਿਜ਼ਿਟ, ਕੈਲੰਡਰ, ਕਰੂ ਸ਼ਿਫਟਾਂ, ਸਮਾਂ ਅਤੇ ਕੰਮ।

31 ਲੇਖ

  1. The Jobs listEvery job in your company on one screen — filtered by status, searched by title or client, with the archive kept behind its own toggle.
  2. Create a jobWhere jobs come from — an approved quote, an invoice, or the New Job form — and what each field on the form does.
  3. The job pageEverything about one job on one page: status, dates, the client, costing, materials, to-dos, documents, the daily log, visits and the photo record.
  4. Visits and appointmentsThe three kinds of entry on your calendar — job visits, appointments and client bookings — what each is for, and what you can do with each.
  5. The Appointments calendarThe Calendar screen: status chips with counts, the month grid, every row with its badges, the drive between stops, who is assigned, and your team's next two weeks.
  6. Book a visit for a clientThe two forms — Add visit on a job, and New Appointment on the calendar — step by step, with what each field does and who may fill it in.
  7. Arrival windows and travel bufferThree settings on the Booking Page that decide which times a client can book and what they are told: the travel check, the buffer between jobs, and the arrival window.
  8. Appointment remindersA text to the client 2, 24 or 48 hours before an appointment or a job visit: how to turn it on, what it says, which entries get one, and what it costs.
  9. The “On my way” textThe text a client gets when the crew taps On my way on a visit: how it is sent, what it says, how to change the wording, and who can.
  10. When a client reschedules or cancelsThe link in the booking confirmation lets a client move or cancel their visit themselves — within the notice you set, with the visit fee returned only if your policy says so — and tells you by email.
  11. Recurring jobsMark a job as recurring, pick weekly, every two weeks or monthly, and FieldQuo puts the next visit on the calendar by itself — one upcoming visit at a time, until the job is completed or cancelled.
  12. TasksThe internal to-do list — chase a deposit, order material, call a client back — sorted by what will hurt most if you leave it, with tasks FieldQuo raises for you at the moments something is owed.
  13. Suggested tasksThe job page reads the client, quote and visit notes and proposes the office to-dos they imply — each one quoting the sentence it came from, and nothing added until you pick it.
  14. Checklists on siteWrite the steps your crew repeats once under Settings → Checklists, put a copy on a visit, and the crew ticks it off on the job page — grouped into Before the work, On the job and Before you leave.
  15. Job photos and tagsEvery photo on a job is filed by stage — before, in progress, finished, issue — with your own tags on top; a star puts one on your website, and issue photos never go public.
  16. Notes on a jobThree places words live on a job — the notes for the crew on each visit, the daily log for each day on site, and the client's and quote's notes the job reads — and who can write each.
  17. Work areasNamed zones — Laval, Montréal island, the North Shore — with a chip per team member; the names also tell your website and your AI receptionist where you work.
  18. The Scheduler: draft and publish the crew's weekAssign shifts is a day board — a row per person, a column per hour — and a week list. You draft shifts with lunch and breaks, see the coverage strip say who is left on site, watch the time clock turn the dots green and amber, and publish once; the crew sees nothing until you do.
  19. The Team ScheduleOne page for the whole team: a card per person with their bookable hours Monday to Sunday and what is booked on them in the next two weeks, with an Edit hours button for managers.
  20. The time clockThe crew's own punch: clock in against the job they are on, switch jobs mid-day, clock out, and see today's hours — with one position captured at the tap so the timesheet can show how far from the site it was.
  21. Timesheets: review and approve hoursWhere the office reviews every clock-in, sees where the phone was when it happened, approves the hours a pay run may use, and logs a punch somebody forgot.
  22. Daily sheets and performance payOne sheet per crew member per day: the objectives (from the job plan or typed), before and after photos, the clock stamps, the upsells they sold, the coordinator's evaluation, and the bonus the company's rule yields — or the sentence saying there is no rule.
  23. Time off requestsHow anyone on the team asks for time off, how the request finds the right manager, what approving it changes on the calendar and the balance, and who can do what.
  24. Safety incidents and near-misses ਸਿਰਫ਼ FieldQuo ਵਿੱਚA crew member reports an injury, a near-miss or property damage from the site in under a minute; a manager follows up, sets the status and records what was done.
  25. Job costing: quoted against actualWhat a job actually cost — approved hours, receipts, subcontractors, overhead — beside what you quoted for it, and the close-out that asks whether your rates need changing.
  26. Materials on a jobThe job's shopping list: what to buy, derived from the quote, ticked off in the yard, with the receipt and the quantity actually used recorded against each line.
  27. The AI material listBuild the material list reads a job's approved quote, its takeoff, your Material Costs rates and your stock, and writes everything the job consumes — grouped, with a reason per line — for a few cents of AI credit.
  28. Cancel or archive a jobCancelled says the work did not happen; Archived says you are done looking at it. They are different facts, they live on different controls, and one of them is reversible.
  29. When a job is completedMarking a job Completed stamps the finish, raises two tasks, starts the clock on the review request and any follow-up rule, and opens the cost review — and does not raise an invoice.
  30. A chat room for every job ਸਿਰਫ਼ FieldQuo ਵਿੱਚEvery scheduled job gets its own room in Chat, with the crew booked on its visits and the office already in it — nobody adds anybody by hand.
  31. Visits that need a supervisorA tick on an appointment that says a senior person must be on site — and refuses to let it be assigned to anyone else until one is.