Daily Job Summary - Help Documentation

The Daily Job Summary is organized into several key columns, each providing important information about your scheduled tasks:

Visit ID: This column displays a unique identifier for the specific visit. In the example, the Visit ID is 2120. This can be helpful for tracking and referencing individual appointments.
Time / Job ID: This column shows the scheduled time for the job and the associated Job ID. In the example, the job is scheduled for 09:30 AM and has a Job ID of 1570.
Customer: This column shows the name of the customer for the scheduled job. In the example, the customer is Mr. Paul Smith.
Service Address: This column provides the full address where the service needs to be performed. In the example, the service address is 1 Smith St, MELBOURNE VIC 3004.
Instructions: This column contains any specific instructions or notes related to the job. In the example, the instruction is "To complete carpet cleaning in building one."

Technician Selection: The dropdown menu at the top left allows you to view the daily schedule for different technicians. Ensure your name is selected to see your own jobs.
Date Selection: Use the calendar icon or the arrow buttons next to the date to navigate to different days. This allows you to review past days or plan for future ones.
Export: The "Export" button (usually located at the top right) allows you to export your daily job summary into a printable format or a different file type (e.g., PDF, CSV) for offline access or sharing.

Daily Focus: Provides a clear and concise view of your tasks for the current day.
Efficient Planning: Helps you organize your day and plan your travel between job locations.
Quick Access to Details: Easily find essential information like visit ID, job time, customer name, address, and instructions.
Improved Time Management: Enables you to manage your time effectively by having all the necessary information at your fingertips.

Updated: 24 April 2025