Job

Timelog button	Turn a schedule line into a time log
In Progress button	Mark the scheduled line as In Progress
Complete	Complete the schedule line

Job List

List of Jobs active

Job List

Job list gives the user view of open jobs and view of job lines.

It is part of the Job Group

Searching for Jobs

A	Compac view or detail view
B	Grouping and sorting
C	Searching and filtering data
D	Refresh grid
E	Add new job (this is govern by security)

Compac View or detail view

Compac View	Detail View

Grouping and sorting

When applying grouping, this will remember when next accessing the Job list.

This will be indicated with a tick if the grouping is active.

Group By	None, Date Started, Job Status, Customer Name, Job Manager, Asset
Sort By 1	None, Date Started, Job Status, Order No, Customer Name, Job Manager, Asset Name
Sort By 2	None, Date Started, Job Status, Order No, Customer Name, Job Manager, Asset Name

Searching and filtering data

When applying searching and filtering, this will remember when next accessing the Job list.

This will be indicated with a tick if the filter is active.

Job Number	Search by a Job number
Job Manager	Filter by Job Manager
Customer	Search by customer name
Asset	Filter by Asset Name
Date from and Date to	Search by job date started
Description	Search by Description
Job Status	Filter by All, Started and Not Started Jobs
Min Lines	Search for jobs with minimum job lines
Min Atts	Search for jobs with minimum attachments
Min Uploads	Search for jobs with minimum uploads

Job List

Job Detail

Viewing Job details

Webatar Stock Request

Create and Process Stock Request

Using the Webatar app, you can easily request the stock you need. Once your request is submitted, it is sent directly to the Storeman. The Storeman will pick the required items, prepare them for collection, and notify you as soon as your order is ready to be picked up.

Before you start you will need to know your Job number

Job Costing Module > Activity > Manage Job

Log in to the Webatar app using your usual credentials. Once logged in, check that your profile is correctly set up and has the required permissions to submit a stock request.

In your profile scroll down to Stock
Toggle on the Stock Request
Save the setting by clicking the Tick at the top right of the screen

In the Webatar app, click on Stock if the group option is enabled for your access group.

Click on Stock Request

There are two ways to add a Stock Request either via quick add or Add

Quick Add	Use to add just using the job number
Add	Use to add using more detail like Reference, Description, Storeman etc.

Quick Add

Add by typing in the job number or searching for your job number by tapping the magnifying glass icon.
Save your entry by tapping the tick at the top right of the screen.

Add the stock item you need by either scanning the barcode (if available) or manually searching for the item using the magnifying glass icon.

Add Item by Searching

Search by clicking the + (Add) button

Search using the filters to find the Stock item you are requesting
Tap on the item needed

If no items appear on the right, tap the refresh button in the top right corner

Update Quantity and Date required if necessary and confirm Job number is correct
Save your entry by tapping the tick at the top right of the screen.

Add

Add Item by Scanning the Barcode

Scan the Barcodes of the inventory items needed by using a barcode scanner
When you have added all your items, Tap "Add"

Once you have added all your required items, Click on the back Arrow

Here you will be able to see your Stock Request Created

Tap on your Stock Request

At this stage your stock request has only been created and not yet sent to the storeman.

Here you will finalise the details before submitting your request to the Storeman.

General Details:

Check that the details are correct:
Job Number
Client
Description
Storman
Requested by

Items Requested:

Confirm the item and quantities are correct

Upload Photos:

Upload photos if needed

Attachments:

Upload supporting documents if needed

Complete To Stores

Tap on the "Complete to Stores" button to submit your request