How to Reset, Cancel or Duplicate a Job

Overview

If your team faces any issues with the Crew App on the tablet while performing a Job, there are several actions the Office team can take to try and resolve the problem

Reset Job 

On the Project page, locate the job you're working on and click on the three dots next to the job name. You will see in the drop-down menu the option to Reset Job. Once the job has been reset, you and the Crew members will see the Job status go from In Progress back to Dispatch Done. On the Crew app, you will see the option to start the job from the beginning. 

Note: Use Reset Job to troubleshoot the Crew app tablet when the app freezes, the screen shows infinite loading, when an image attachment won't upload, or when you receive an error message. 

Cancel Job

If issues on the Crew App persist or a customer calls in to cancel a job, you have the option to cancel/delete the Job at any time. To do so, click the three dots next to the job and click Cancel Job. 

Note: Jobs that are 'In Progress' or have been Completed cannot be cancelled. Additionally, if a job has accidentally been marked as Completed, you still won't be able to cancel the job. Instead, change the project to a training project & re-enter the information

Warning: Cancelled Jobs will disappear from the tablet and unless the Office team clicks away from the Job page, the Job will no longer display. You can, however, find the cancelled Job under Projects Cancelled stage or you can search for the Job Number on the Search bar. 

Duplicate Job 

This option will allow you to create an exact duplicate of a job within the same project. Instead of canceling a Job, you can opt to Duplicate Job. All information except for Custom Variables and Labor Source will pull to the duplicate job. 

Crew members will instantly see the Job on their tablet once dispatch has been completed. 

Video Explanation