JobFile Help & Support

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Once ClickHome is configured with JobFile there are a few extra functions in relation to task management.

Supervisors can now receive responses from the Suppliers and then confirm or respond to these, see below examples


Supplier Accepts a task

  1. When a supplier accepts a task in JobFile the task status will show in the iPad call sheet as a blue square


Supplier Rejects a task

  1. When a supplier rejects a task in JobFile there will be a popup when the call sheet is first opened displaying any rejected task and the task status will show as a red x
  2. Click on the task row (not the red x) to reassign the task to another supplier
  3. If there are any comments or notes regarding the task rejection they can be found on the 'New Notes' section on the home page



Supplier Proposes an alternate date for a task

  1. When a supplier proposes an alternate date for a task in JobFile it will show in the iPad call sheet as a yellow x
  2. To view the reason why, any comments and the new date, click on the row (not the yellow cross)
  3. To accept this date click on 'Accept date'
  4. To reassign the task to a different supplier, go back to the callsheet and click on the yellow cross, then click on 'Schedule Task' and select a new supplier.


     

 


Supplier doesn't send a response via JobFile

  1. When no response is provided via JobFile you can still continue with the progression of the task as per normal, click on the task, enter start, due and completion dates and then click 'Update Completion'.
  2. However, if the initial callup was sent as a confirmation message type then the task will appear on the late confirmation list where you can click on the yellow pin and confirm on the their behalf




Supplier Records a Job Not Ready

  1. When a supplier records a job not ready in JobFile a note will appear on the Home Page under Job > New Notes
  2. When you know that this job is ready again you can reschedule it by clicking on the blue square and then clicking 'Schedule Task' . After that you can change the 'Plan Date' and select a reschedule reason.


Supplier Adds a note

  1. When a supplier adds a note in JobFile that they want to share with you it will appear in the New Notes section of the home page. This goes for the rejected task and tasks proposed with an alternate date as well as they also have notes generated.

 


Supplier Adds an attachment

  1. When a supplier adds an attachment in JobFile that they want to share with you it will appear in the linked docs section of that page.



 

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