Back to: Complete Jobman Set-Up Guide for Administrators
Now you’ve set up Kiosk mode, let’s cover its functions.
Administrators and Office Users can access the Kiosk from the User Menu Panel on the left of their screen.
Please note: You will only have access to the functions that your staff role has enabled.
Clock On / Clock Off
- Easily track your time and attendance
- Record unpaid breaks and time between tasks for more accurate payroll and reporting
Contacts
- Easily view and search for contacts.
- Click into the contact to view their details.
Leads
- View all leads that you have permission to access.
- See lead statuses and progress.
- Click into the lead to view files, contacts, lead items and organisation members.
Jobs
- View all jobs that you have permission to access.
- See job statuses, progress, and types.
- Click into the job to see files, raise alerts, and view tasks and picking lists.
- You can also see the link to the lead, job contacts, item specs, and members.
Tasks
- View all of your pending and completed tasks that you are assigned to.
- Click into a task and select Start to begin recording time against it.
- Pause, set progress, mark as “complete” or “not applicable”, create alerts, and see files by clicking into a task. Here you can also see the task activity, item specs, and more.
- Upload files directly from a task – click Files to upload files and create folders without having to navigate away. This will upload files to the shared directory – note that you need the staff permission to do so.
Job Alerts
- View and search job alerts.
- Click into a job alert to see the details, or view and upload files from your phone or tablet.
Purchase Orders
- View purchase orders.
- Click into a purchase order to view details and receive items into stock.
Inventory
- View all current stock in your inventory.
- Click Show Removed to see stock that has been picked.
- Adjust quantity on hand by clicking into the material and clicking Update.
- If an item in your inventory has a job number attached, this means it has been allocated to a job.
Notifications
Keep an eye on your notifications to see when you’ve been assigned to a job, received a job alert, and much more. Click into the notification to view more details. If there is a link, click on this to be taken to the task, etc.
Print Labels
Print labels from your Jobman Kiosk to attach relevant job information to purchase orders received, and ensure visibility of the materials in your factories, warehouses, etc., at all times!
Note: You will need to ensure that your Kiosk users’ devices are connected to your label printer. The process for setting this up will vary depending on your specific device(s), operating system(s), and label printer. You may need to consult the user help documentation for your specific device(s).
Creating and Editing Label Templates (Office Users)
You can create and edit label templates to customise which information is contained in your labels, and how it is formatted.
To do this, go to Settings > Templates > Job Label.
You can then click Create to create a new label template, or click into an existing template and click Update to edit it.
Read More: How to Create & Edit Templates
Creating and Printing a Label (Kiosk Users)
To print a label from a job, users must be a job member, and have the permissions enabled for View jobs (both under Jobs and Kiosk) and View other staff members’ jobs.
To create and print a label, follow these steps:
- From the Kiosk, navigate to Jobs.
- Select the job you want, and click Label.
- Select the quantity of labels to print, then click Create.
- Select your label printer from the print settings menu, then click Print.
