Operations
Quote and Create Jobs. Schedule and Dispatch Equipment and Employees. Approve and Invoice Customers
By Kristal and 2 others3 authors10 articles
- How Do I Mark a Job as Complete
- How Do I Create a Quote
- How Do I Create New Line Items to Add to a Job
- How Do I Send Crew Notifications
- Creating and Communicating PicklistsHow do I create and Communicate My Inventory Picklist?
- Addressing Operations Issues in Redlist (A weekly Open Office Hours Session)This session shows how to report and track equipment issues in the mobile app, for better collaboration, workflows and maintenance planning.
- Job SettingsInformation about the settings found on the Job Settings page.
- Certifications User GuideThe Certifications page in Redlist lets you view, manage, and organize all certifications for your organization by group, asset, or employee. This guide explains each feature and how to navigate,…
- Assignments Required on Jobs - User Guide
- Inventory — Quantity per Package on PartsSet Quantity per Package on parts to enable package-based ordering and receiving; how the package toggle appears in Purchase Requests and Purchase Orders; Qty/Package display in part details