Help Centre

Jobs

Scheduling, statuses and work in the field.

Creating and scheduling jobs

Create a job from an accepted quote and schedule it to a date and person.

Job statuses

Statuses such as Scheduled, In Progress and Ready to Invoice show where each job is up to.

Assigning staff

Assign one or more staff members to a job.

Checklists and forms on jobs

Attach forms and checklists to be completed on site.

Recording actual costs

Record labour and materials used so job costing is accurate.

Using Toolbase on a phone

Jobs can be viewed and updated in a mobile browser.

Detailed step-by-step documentation is available inside Toolbase. Contact support if you need a hand.