Secondary Persons on Jobs

  • Updated

Information about Secondary Persons for Job Types is visible on your device, making it easier than ever to ensure that you are connected with the right person upon arrival at a job.

Tapping on the Person icon will allow you to view and edit their information where permissions have been given in the back office.

Where contact details for Persons are available, ie have been input to your CRM by the back office, they will appear as buttons on your device, allowing those with SIMs and WiFi to text/email/call direct from those links.

Similarly, when creating a job from your device, the appropriate Secondary Persons for the selected Job Type will auto-populate provided there is a data connection available.