In this article we'll cover off how to manage jobs using the JobHippo mobile app.
Viewing jobs
Viewing your Job Hippo job is as easy as finding it in the list of assigned jobs, whether searching for it in the search bar at the top of the screen or scrolling up and down the screen and then pressing on it. It's as easy as that.
Changing the status of a Job
We're big believers in simple steps and here's another great example. Just open the job and bring your eye down to the bottom of the screen and press on the orange CHANGE STATUS button and choose the next status of the job. It's as easy as that.
TIP: If you don't see the row of buttons at the bottom just scroll back to the top of the job and they should appear.
Adding a visit (appointment) to a job
To add a visit/appointment to the job just open the job, bring your eye down to the bottom of the screen and press on the dark green SCHEDULE VISIT button.
The START DATE and FINISH DATE are mandatory because they also include the time of the visit but everything else is flexible. You can add in a DESCRIPTION, a LOCATION NOTE or even assign the visit to another member of your team if you need some help with this job.
TIP:
If you don't see the row of buttons at the bottom just scroll back to the top of the job and they should appear.
If you're assigned to the overall job than you won't have to assign yourself to the new visit, it'll just do it automatically, BUT, if you've been added to a job from a visit, you will need to add yourself to the newly created visit. In short if you don't see your avatar in the ASSIGNEES section you haven't been assigned to the visit. It'll make sense when you create some visits on your jobs so don't be shy to give it a go.
Making changes to a job
You'll only see this button if you have the rights to make changes to jobs you've been assigned to. To do so just open the job and bring your eye down to the bottom of the screen and press on the dark blue EDIT button.
You can change the SUBJECT, the PRIORITY, the START BY, the DUE BY, the REFERENCE and the DESCRIPTION. You can also set a job OWNER and a job REQUESTOR.
Once you've applied the changes that you want, just press on the black SAVE button at the bottom of the screen.
Adding a photo/file to a job
Just open the job and bring your eye down to the bottom of the screen and press on the purple ADD FILE button. You'll be able to add both pictures as well as files like pdf already on your phone.
Completing Activites
Just open the job and bring your eye down to the ACTIVITIES section of the job. You only need to press on the blue arrow on the activities line to open the list of activities in your job.
Completing the activity is as easy as answering the question. You can even add a picture to each activity if needed. Once all your activities have got a green tick, you're ready to finish the job.
Creating jobs
Creating a job in the Job Hippo app is as easy as the following steps.
Press on the JOBS button in the bottom row and then the orange plus button.
Now choose the type of job you want to create, e.g. INSPECTION
At this point you only need to enter in a SUBJECT and a CUSTOMER/LOCATION. This location will need to have already been created in your JOB HIPPO system using the website for it to be added to your job. Just click here to learn how to do that.
Before you click on the black CREATE button at the bottom you can set a PRIORITY, a START BY date and time, a DUE BY date and time, add a REFERENCE and a DESCRIPTION if you want to but the SUBJECT and the LOCATION are the only things that are mandatory to create a job.
TIP: If you change your mind about the type of job you can change it before you create the job by pressing on the blue CHANGE JOB TYPE button at the top of the screen.
Secret tip -
If you want to send somebody a PDF version of the job, just press on the three dots on the top right hand corner and choose the SAVE PDF option. Depending on what type of phone you have you'll be able to email, txt, print and even airdrop this pdf to another person.
And that's it! You're now an expert on how to manage jobs in the JobHippo mobile app!