How to raise a job
Create a job, book an engineer and track it from first enquiry to invoice.
- STEP 01Tap New job at the top right of any screen (or Jobs › New job).
- STEP 02Choose the client, or type the site name and address.
- STEP 03Give the job a title and description. Tap the AI button to tidy the description if you like.
- STEP 04Pick a status, priority, category and folder, and set a scheduled date and time if you know it.
- STEP 05Save, then open the job and use Bookings to book one or more engineers onto visits.
Job stages
Jobs move through Lead (first enquiry), Quote, Scheduled, In progress, On hold, Completed, Invoiced and Cancelled. Completed jobs move into their own folder automatically.
Repeat jobs
Set Repeat to weekly, monthly, quarterly, every 6 months or yearly. When a visit is completed, Emberly creates the next one on its due date and books the same engineers.
On site
Engineers clock in and out from My visits, tick off the checklist, add photos, notes and forms, and tap Create cert to start a certificate for the job.
Permissions
Owners can stop individual engineers from raising jobs or booking engineers under Company › Team.
Related guides
Still stuck? Message us from Company › Support chat in the app, or contact the team.