Welcome to Nubilo,\u00a0 where small businesses in the service industry are saving time and finding more customers.\u00a0 If you are a small business offering domestic services such as cleaning, gardening and boiler care, then you can grow your business and your team on a platform that is designed to help your business thrive.<\/p>\n
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In this article, let\u2019s explore Jobs. \u00a0\u00a0What are Nubilo Jobs for, and how are they used?<\/p>\n
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Manage your work backlog and improve your efficiency with Jobs from Nubilo.<\/p>\n
What is a Job?<\/strong><\/p>\n A Job can be any activity, group of activities or objectives that you wish to manage. Jobs are associated with customers and you can use Jobs to communicate your progress on a package of work, through the customer portal.\u00a0 Jobs can be made visible to customers and progress tracked as you complete tasks.\u00a0\u00a0 This can save you hours every month providing updates to customers and your customers can check in on progress as often as they like.<\/p>\n <\/p>\n Features of Jobs:<\/strong><\/p>\n <\/p>\n Creating a Job<\/strong><\/p>\n Jobs are created from the Customer Details page, as currently any job must be associated with a customer. You will soon also be able to create jobs from the \u201cJobs\u201d page.<\/p>\n Navigate to the customer detail page, you will find the \u201cJobs and Bookings\u201d Section.\u00a0 Click the \u201cAd Job\u201d + button to reveal the new Job<\/p>\n Choose from a rage of Job types:<\/p>\n Define a Date for when this activity is due.<\/p>\n Add a description.<\/p>\n Click the \u201cCreate\u201d button to create the job.\u00a0\u00a0 All the information can be updated at any time, so don\u2019t worry.<\/p>\n Your Job can now be viewed from the customer details page, or from the Jobs page.<\/p>\n <\/p>\n Adding Tasks<\/strong><\/p>\n Once a job is created you can add tasks to give it more detail and break the activity down into a series of small activities.\u00a0 This can be useful if the Job is large and you want to measure progress or identify key milestones.<\/p>\n To add a subtask click the + icon to reveal a description text box and \u201c+ Add Task\u201d button.<\/p>\n When tasks are added a progress bar appears in the Job to indicate overall progress towards completion.<\/p>\n Tracking Progress<\/strong><\/p>\n Jobs with tasks can be used to track progress by clicking the checkbox on the left side of the task.\u00a0 As tasks get checked off the progress is calculated and shown in the progress bar.<\/p>\n Changing Job Status<\/strong><\/p>\n Jobs also have a status,\u00a0 you can change the status to be either \u201cToDo\u201d,\u00a0 \u201cDoing\u201d or \u201cDone\u201d to indicate if the job is in a queue, being worked on or completed. To set the status of a job, click the Blue Flag and choose from a list of status options.<\/p>\n Jobs are shown in the Jobs page under the column matching their status, with all the Jobs set as \u201cToDo\u201d in the first columns, \u201cDoing\u201d in the Second Column and \u201cDone\u201d in the third Column.<\/p>\n <\/p>\n Managing what customers see<\/strong><\/p>\n Some jobs are going to be just for your tracking purposes and some are likely to be at the request of the customer.\u00a0 You can specify if each job is visible to the customer on their Customer Portal by clicking the \u201cEye\u201d icon in the top right corner of the Job.<\/p>\n When the eye is \u201cGreen\u201d, The Job is visible on the customer portal, and the customer can see the details of the job and the progress bar.\u00a0\u00a0\u00a0 Each Task is not automatically shown on the portal.\u00a0\u00a0 You can set each individual task as being visible too.\u00a0\u00a0\u00a0 This gives you complete control over the level of detail you are sharing, but gives the customer immediate feedback on the progress of the job.<\/p>\n Making your jobs visible is a simple way to improve customer satisfaction by enabling constant progress updates for the customer with zero impact to you, having to take calls to provide updates.\u00a0 Simply advise your customer to check the portal for updates if they want to track progress.<\/p>\n Viewing all Jobs<\/strong><\/p>\n To View all your current Jobs navigate to the \u201cJobs\u201d page under the business section of the left navigation menu,\u00a0 You Jobs are then shown all together in a 3 column format; arranged by status ( Todo, Doing, Done).<\/p>\n Viewing Jobs by Customer<\/strong><\/p>\n When in the Jobs page. To see all the jobs for a single customer, click on the \u201cI\u201d (Information) button on the Job to reveal a menu.\u00a0 Here you can click the \u201cView Customer\u201d option to navigate to the customer detail page and see all the associated Jobs for that customer.<\/p>\n","protected":false},"excerpt":{"rendered":" Welcome to Nubilo,\u00a0 where small businesses in the service industry are saving time and finding more customers.\u00a0 If you are a small business offering domestic services such as cleaning, gardening and boiler care, then you can grow your business and your team on a platform that is designed to help your business thrive. In … <\/p>\n\n
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