At the moment, Joblogic does not have a public API. This is due to the consistent improvements being made across the system. You can see more information on these improvements on our Latest Releases page.
When on a specific Job details page, there is the option for ‘Priority’. This can be amended to the response type you desire. The preset options are:
- 24-Hour Response
- 4-Hour Response
- 8-Hour Response
- Emergency Response
When on the specific job that you would like to invoice for, simply click on the ‘Add Invoice’ button; this will create a direct invoice against this job, enabling you to refer back to the notes used.
It is possible to add advanced filters within Joblogic when searching for jobs, quotes, invoices, planned maintenance contracts and purchase orders. Simply go onto the page which shows the full list of what you would like to search for and select ‘Show Advanced’; this provides further options and the ability to filter specific search queries.
Whether you are using the back office or mobile app, engineers can update job notes to specific jobs. While using the mobile app (read our user guide here), the user must select the specific job then add notes.
To add notes to a job via the back office, the user can select the specific job from the job list. While on the job details screen, navigate to the ‘Info’ dropdown and select ‘Notes’.
The payment details inside Joblogic are calculated against the number of users which have been added to the account. This is then multiplied against the price of the payment plan selected. For more information on our payment plans, please see our Pricing page.
If you are on the Enterprise plan, your pricing will be calculated with your associated account manager.
To add a new office user, go to Corelogic > Maintain Data > System > User Maintenance, and choose the option to add a new user. To ensure your user can access the system as required, you will need to assign the necessary permissions and passwords to the account. Please note that if you are hosted by us and you require an additional Remote Desktop Licence for your new member of staff, please get in touch with your account manager and they will add a new licence to your agreed contract.
To add a new engineer user, go to CoreLogic > Maintain Data > Engineers, and click on the ‘Create New Engineer’ button. Please ensure that all information relevant to the engineer is added to the record, including an email address and password if your engineers need to log into Joblogic Mobile.
Yes. Simply get in touch with our customer support team who will be more than happy to send over a section of HTML code that you can add to your existing website code. If you need any assistance, please do not hesitate to get in touch.
To access Engineer Tracking, simply get in touch with our customer support team who will activate the feature on your account. As soon as the feature has been activated, a tab will appear on the portal called ‘Engineer Tracking’. A request will automatically be sent to your engineers to agree to share their GPS coordinates with our app. As each of your engineers agree to sharing their location, you will see live and historical tracking data appear on your Engineer Tracking screen.
The Customer Portal is a great way to keep your office staff, contractors and site managers connected. From logging jobs and quotes to viewing historical or future jobs, the Customer Portal provides total transparency and a better user experience for all parties involved. Not only can you access job data, but your staff can track an engineer’s location, monitor performance dashboards and log jobs on the go via web.joblogic.com. Also, all customers have free unlimited access to the Customer Portal with full purchase of any of our products!
If you are happy with how Joblogic works alongside your business, you can transfer your trial account to a full licence. Simply click ‘Subscribe’ located in the top navigation menu. Here, you can select a plan and add your payment details. Once done, click ‘Start Subscription’. All Joblogic bills will be withdrawn monthly from this account.
If you have any further queries or would like to extend your trial period, please speak to one of our sales representatives who will be more than happy to help!
To export your billing data into your accounts package, simply navigate to the left hand side of the screen and choose the ‘Report/Export’ module. Within this screen there will be a variety of exports that can be imported to most major accounts packages (Xero, Sage & QuickBooks) in CSV format.
We have plans to introduce an automated link to these systems in the coming future, so watch this space for more details!
Of course. Simply speak to a member of our customer support team and they will provide an import template that allows you to add your pre-existing data into your system. The imports we currently offer include Customer, Sites, Parts/Assets.
Yes. To log a job in Weblogic, go to ‘Sites’, then choose the site for the new visit and select the site details. Within here, you will see an option to ‘Log Job’ in the top right hand corner of the screen.
Yes. To activate the function to log jobs/quote on your mobile devices, please get in touch with our customer support team who will switch this feature on for your company. Once you have the feature activated, you will be able to log jobs and quotes offline and even add new job prospects to your database on the go.
We have a large library of industry standard certificates and forms available, so we may already have something available that will suit your company’s needs perfectly. If there are no suitable options, feel free to get in touch with the sales team who will start the process of getting your bespoke forms set up for electronic use. Please note that any bespoke forms will incur a charge for development time required.
The main reason why engineers sometimes do not receive their jobs is that they do not have a strong or reliable enough internet connection to allow them to download the job information to their devices. In some cases, jobs can take up to 10 minutes to arrive on your engineer’s device that uses the offline version of the application. In the unlikely event that your jobs do not arrive on your engineer’s device after 10 minutes, please get in touch with our customer support team who will investigate this issue right away.
Yes. Joblogic Mobile can be used without signal if the application has been installed from either the iOS or Google Play app store. The app will allow your engineers to complete their visits, complete any forms, and collect signatures while offline. The app will store this information and keep it safe until it can sync with Joblogic via a secure internet connection. Please note that an internet connection will be required to initially download new visit details to the device.
Joblogic mobile has been designed exclusively for use on Android devices (mobile phones & tablets) on version 4.0 upwards. Also, Joblogic mobile can be used on iOS devices (iPad, iPhone & iPod Touch) on version 8.0 upwards. Both of these platforms have a native app available to download from their respective app stores. Unfortunately, Joblogic does not currently support Windows mobile devices.
To reset your remote desktop password, please contact the customer support team either by calling 0800 326 5561, or emailing at email@example.com. You will need your username to hand (your company name & number) to ensure the correct account is unlocked and reset. Your password will be reset, and your account will be accessible within 5 minutes of your initial request.
Joblogic has been designed to grow with you. As the system is completely scalable depending on the needs and size of your business, you have the flexibility to grow with Joblogic. If you want to add new users or discuss future plans, feel free to call our dedicated sales team who will be more than happy to give you a helping hand.