Knowledge Base
Scheduler
- How do I schedule an unscheduled Audit?
- How do I add a new Audit within the scheduler?
- How do I schedule an unscheduled Appointment?
- How do I add a new Appointment within the scheduler?
- How do I go to calendar view within a Scheduler?
- How do I add a new job from Scheduler?
- How do I view the jobs on a Scheduler on the basis of Job type/Services?
- How do I assign a job to a fieldworker within a Scheduler?
- How do I switch between daily, weekly, monthly etc views within the scheduler?
- How do I schedule an unscheduled job?
- How do I see the list of fieldworkers within Scheduler?
Works
- How do I add Expenses inside a job details?
- How do I download a Job card?
- How do I email a Job card?
- How can a Job be set as recurring?
- How do I edit an invoice inside job details?
- How do I track a fieldworker inside job details?
- How do I add document inside job details?
- How do I download document inside job details?
- How do I delete document inside job details?
- How do I view an answer in Custom Form inside job details?
- How do I view Feedback inside job details?
- How do I add payment in invoice, inside job details?
- How do I add Custom Form inside job details?
- How do I email invoice and preview Invoice inside job details?
- How do I create an invoice inside jobs section?
- How do I create a Job?
- How do I edit a Job?
- How do I chat with a fieldworker inside job details?
- How do I view a Job completion detail inside job details?
- How do I delete a Job?
Clients
- How do I add a Client?
- How do I edit a Client?
- How do I change a Client’s View?
- How do I change Client’s status?
- How do I add a project/site for a Client?
- How do I edit a Client’s site?
- How do I edit a contact in a Client
- How do I delete a contact in a Client
- How do I add a contact for a Client?
- How do I delete a Client?
- How do I delete a Client’s site?
Inventory
- How do I add Suppliers?
- How do I create a Purchase Order?
- How do I add a Product within an Inventory?
- How do I search an inventory item from the inventory list?
- How do I change the status of an inventory item?
- How do I add images for an inventory item?
- How do I view the Stock-in and Stock-out history of an inventory item?
- How do I manage stock?
- How do I delete an inventory Item?
- How do I edit an inventory Item?
- How do I add an inventory Item?
Users
- How do I search a User?
- How do I delete a user?
- How do I view various permissions provided to a fieldworker or an admin?
- How do I view the checkin and checkout status of a user?
- How do I change the status of a user?
- How do I edit the details of a fieldworker or an admin?
- How do I add a fieldworker or an admin?
Quotes
- How do I change the status of a quotation?
- How do I search a particular quotation from the list of quotations?
- How do I convert a quotation into a Job?
- How do I delete a quotation?
- How do I download a quotation?
- How do I send the quote as mail and view the quote preview ?
- How do I edit a quote?
- How do I create a quotation to send to a client?
Reports
- How do I generate a report of fieldworker’s Checkin/Checkout?
- How do I generate an invoice report?
- How do I create a detailed report for single inventory item?
- How do I create a report for fetching jobs per fieldworker?
- How do I generate a report of time spent by a fieldworker?
- How do I generate a report of fieldworker’s travel log?
Settings
- How do I create categories for my Contracts?
- How do I generate and manage Request Script?
- How do I set or manage Request status?
- How do I manage Request related internal settings?
- How do I set delivery mode for my purchase orders?
- How do I manage payment modes for my purchase orders?
- How do I setup Xero account in EyeOnTask?
- How do I setup Quickbooks account in EyeOnTask?
- How do I add Status for my Equipment(s)?
- How do I add a brand name for an Equipment?
- How do I set conditions for my Equipment(s)?
- How do I create groups for my Equipment(s)?
- How do I create categories for my Equipment(s)?
- How do I create groups for my Expenses?
- How do I create categories for my Expenses?
- How to setup Paypal account in EyeOnTask?
- How do I manage permissions of a fieldworker?
- How do I delete Job Type/Services within Job Settings?
- How do I edit Job Type/Services within Job Settings?
- How do I add tax details within Job settings?
- How do I add Job Type/Services within Job Settings?
- How do I change my password?
- How do I set the start time for a job and its duration?
- How do I manage the company profile under Company settings?