Help & Support

When you log into the JobTek app, you will be taken directly to the Dashboard. The Dashboard is your central hub for managing bookings, jobs, and work progress. 1. My Next Bookings The first view on your Dashboard is My Next Bookings. Here you can swipe left to see your next four bookings. Each booking summary displays: • Booking Type • Date of Booking • Job Number • Customer Name • Customer Address https://static.wixstatic.com/media/e9dcb2_ae4e13498363410e8b1f2a876c8f78c5~mv2.png Action Buttons Below each booking, you’ll see action buttons that update as you progress through the job: • Start Travel (if a valid address is present) • Start Work • Pause Work • Finish Work 2. Travel and Navigation When you click Start Travel, the app will ask if you want to launch navigation. • If you select Yes, your preferred navigation app (set in App Preferences) will open. • If you select No, navigation won’t open, but the booking status will update automatically. https://static.wixstatic.com/media/e9dcb2_72cb0ab66ee44588b01f30ede04447de~mv2.png https://static.wixstatic.com/media/e9dcb2_834a1c78bdaa4fa9ae8398af9ba63bef~mv2.png Statuses during travel include: • Pause Travel • Arrived at Site When you reach the destination, select Arrived at Site. https://static.wixstatic.com/media/e9dcb2_c605f83551a44c8eb1cd8e0c1925095d~mv2.png 3. Starting and Completing Work Once you’ve marked Arrived at Site, your action buttons will change: • Start Work → Begin the job https://static.wixstatic.com/media/e9dcb2_edb22aceb16c4392af8d33a04bb5bec1~mv2.png • After starting, the buttons update again to: • Pause Work • Finish Work https://static.wixstatic.com/media/e9dcb2_d427caff93334998bce55c2218ef89c7~mv2.png When you select Finish Work, the booking will be removed from your Dashboard, and the next booking in your list will appear. 4. My Open Items Below My Next Bookings, you’ll see My Open Items. Depending on your permissions, this section shows counts of: • Open Bookings • Open Jobs https://static.wixstatic.com/media/e9dcb2_af4f08bf4e14453abc675365d17c4b05~mv2.png Tap on either option to view the full list. 5. Bookings by Status Swipe left on the Dashboard to view all bookings by status. Each booking status is colour-coded for easy reference. https://static.wixstatic.com/media/e9dcb2_bc08c8f5512e408b964ae6bbe93db850~mv2.png To change booking status colours: 1. Go to More → Admin → Booking Statuses 2. Select a status to view or edit its details. 6. Jobs by Status Swipe left again to see all jobs by status. Like bookings, job statuses are also colour-coded. https://static.wixstatic.com/media/e9dcb2_7c9470976aab43e9b1f48163c35af42b~mv2.png To change job status colours: 1. Go to More → Admin → Job Statuses 2. Select a status to view or edit its details. 7. Workflows: Add a workflow against a Job Type to update Job and Booking Statuses as you progress through each stage. https://static.wixstatic.com/media/e9dcb2_24cda09057ae4aacad072778d0bcb406~mv2.png If you require any assistance, contact support@jobtek.com (support@jobtek.com)

Managing Enquiries in JobTek Here’s how to receive, view, and manage new or existing enquiries within the JobTek platform. Accessing Enquiries On the bottom menu, next to Dashboard, tap Enquiries. This section displays all enquiries received from: • Your website contact form • Your linked social media accounts https://static.wixstatic.com/media/e9dcb2_48a344c59d424abda5ab8ad802a83978~mv2.png No website? No problem! JobTek provides you with a free single-page website that includes a contact form: jobtek.net/yourcompanyname https://static.wixstatic.com/media/e9dcb2_51669bb9f0254fa4a278b68a97c1ea4a~mv2.png Pro Tip: Add this link to your social media bios so customers can quickly reach you from any platform. You can also embed the JobTek enquiry form into your existing website. For help, contact support@jobtek.com. All submitted enquiries will appear in your Enquiries Dashboard, with a notification counter for unread messages. Organising Enquiries You can group enquiries by: • Customer • Follow-up date • Last message • Owner • Queue • Status • Unread / Read Statuses make it easy to track progress and ensure nothing is missed. Adding or Editing Enquiry Statuses • Tap More • Select Admin • Tap Enquiry Statuses https://static.wixstatic.com/media/e9dcb2_f94499960b4b4a86a918215c0e5fcc0b~mv2.png From here, you can: • Select an existing status to rename or change its colour, then tap Save. • Tap the + icon (top-right corner) to create a new status: • Enter a name • Choose an enquiry result • Pick a colour • Tap the green Save button Automating Status Updates To set up automatic status changes based on activity: • Tap More • Go to Admin • Select Enquiry Queues https://static.wixstatic.com/media/e9dcb2_207c81c269f943ee81e2d7099e3fa724~mv2.png Here you can create a new queue or select an existing one. Each queue can also have a unique contact page, for example: • jobtek.net/yourcompanyname/contact • jobtek.net/yourcompanyname/registration (jobtek.net/yourcompanyname/registration) You can configure automation settings such as: • Initial enquiry status • Message received status • Message sent status This ensures enquiry statuses update automatically, saving you time and keeping your pipeline organised. Setting Automatic Replies You can set an auto-reply for new enquiries. For example: "Thanks for your enquiry. A member of our team will be in touch shortly." This provides customers with instant confirmation while giving you time to follow up at your convenience. If you require any assistance, contact support@jobtek.com

JobTek Help Guide: Social Media Integration (Meta Channels) JobTek’s Social Media Integration allows you to receive new customer enquiries directly into the JobTek app from the following Meta platforms: • Instagram • Facebook • WhatsApp Business Once connected, all incoming messages from these channels will appear in JobTek Enquiries, helping you manage and respond to leads in one place. Prerequisites Before starting, ensure: • You have administrator access to your JobTek account • You have admin access to the relevant Facebook, Instagram, and/or WhatsApp Business accounts • You are signed in using the JobTek user credentials you want linked to Meta Accessing Account Settings You can set up the integration using either the JobTek app or a web browser. Option 1: From the JobTek App 1. Tap More 2. Tap My Account 3. Select Manage My Account Option 2: From a Web Browser 1. Open a web browser on your PC or tablet 2. Navigate to: https://app.jobtek.com/public(https://app.jobtek.com/public) 3. Sign in using your JobTek user credentials Linking Your Social Media Channels Once logged in to Manage My Account: 1. Click My Channels 2. Click Add Channel https://static.wixstatic.com/media/e9dcb2_8443f06ee7a34e63a8539f0f60135763~mv2.png Selecting Meta Accounts 1. Select the media accounts you want to sync with JobTek 2. Choose Opt in to all current and future businesses (recommended) 3. Click Continue https://static.wixstatic.com/media/e9dcb2_f424e9f8f4f34ec392b8baf4d9258469~mv2.png 1. Click Continue 2. Review the JobTek Access Request 3. Select Save 4. Click Got It All available Meta accounts you have access to will now be visible and ready to sync with JobTek. Enabling Channels in JobTek To activate the channels within JobTek: 1. Go to My Account 2. Navigate to Enquiry Channels 3. Select the social media channels you wish to sync with your JobTek instance https://static.wixstatic.com/media/e9dcb2_7cd6462e86e24af08b6dfa592ff11f0d~mv2.png Default queues previously setup in the JobTek app can be applied to each social media channel, or left as the default queue if you prefer. Receiving Messages in JobTek Once enabled: • Messages received via Instagram, Facebook, and WhatsApp Business will now also automatically appear in JobTek Enquiries • All new social media enquiries can now be managed directly within JobTek. ------------------------------------------------------------- Troubleshooting: Meta Permission & Access Issues If your social media channels are not appearing in JobTek, or messages are not coming through, the issue is usually related to Meta permissions or account access. Use the checks below to resolve common problems. Channels Not Showing in JobTek Possible causes: • You are not an admin of the Facebook Page, Instagram account, or WhatsApp Business account • The Meta account used during setup does not have full permissions • The business is not selected during the Meta opt-in process How to fix: 1. Log in to Facebook Business Manager 2. Confirm you have Admin access to the Page or account 3. Re-run the JobTek integration process 4. When prompted, select: • Opt in to all current and future businesses • All relevant Pages, Instagram accounts, and WhatsApp Business numbers Save and complete the setup again Instagram Messages Not Appearing Possible causes: • Instagram account is not connected to a Facebook Page • Messaging is disabled for Instagram • The wrong Instagram account was selected during setup How to fix: 1. In Facebook Business Manager: • Ensure your Instagram account is linked to a Facebook Page 1. Check Instagram Settings → Privacy → Messages 2. Confirm messaging is enabled 3. Reconnect the Instagram channel in My Channels within JobTek Facebook Messages Not Syncing Possible causes: • Page messaging permissions were not granted • JobTek was not given access to read and manage messages How to fix: 1. In Facebook Business Manager: • Go to Business Settings → Integrations 1. Locate JobTek 2. Ensure all message-related permissions are enabled 3. Save changes and refresh JobTek WhatsApp Business Messages Not Coming Through Possible causes: • WhatsApp Business account is not approved by Meta • The WhatsApp number is not linked to the correct Meta Business • Required permissions were not accepted during setup How to fix: 1. Confirm your WhatsApp Business account is approved and active 2. Verify the phone number is linked to the correct Meta Business 3. Re-run the JobTek channel setup and approve all requested permissions Permission Request Was Declined or Skipped Symptoms: • Channels appear but do not receive messages • Setup completes but no enquiries arrive How to fix: 1. Log in to Facebook Business Manager 2. Go to Settings → Business Integrations 3. Remove JobTek 4. Return to JobTek and re-add the channel 5. Carefully review and accept all permission requests Messages Previously Received but Now Stopped Possible causes: • Meta permissions expired or were revoked • Page ownership or admin roles changed • Security settings were updated in Meta How to fix: 1. Check Business Manager admin access 2. Reconfirm JobTek permissions under Business Integrations 3. Reconnect the affected channel in JobTek Still Having Issues? If problems persist: • Confirm you are logged into the correct Meta account • Try completing setup using a desktop browser • Ensure pop-up blockers are disabled during setup If you continue to experience issues, contact JobTek Support (support@jobtek.com)with: • The affected channel (Facebook, Instagram, or WhatsApp) • The Meta Business name • Screenshots of any error messages

This guide explains how to add new customers, edit existing ones, and manage customer details within the JobTek app. 1. Accessing Customers 1. From the bottom-right corner, tap More. 2. Select Customers. Here you can add new customers or search for existing ones. https://static.wixstatic.com/media/e9dcb2_b8432cc6c368483d9c1b57ec0f49727b~mv2.png 2. Adding a New Customer 1. Tap the + (plus) icon in the top-right corner. 2. Complete the customer details form: • Name – Enter the customer’s or company’s name. • Account Number – Enter an account number (optional). • If using an accounting system (e.g., Xero or QuickBooks), ensure account numbers match in both systems. • If they do not match, invoices may not reconcile correctly. • Billing Address – Select or enter a billing address: • Use the postcode or company name search to find the address. • Select the correct option or enter manually. • Add a description name (e.g., “Head Office”). • Confirm the location on the displayed map by selecting Confirm. • Default Job Address – Enter if different from the billing address. • Payment Term – Select from existing payment terms. • To add or edit payment terms: More → Admin → Payment Terms. • Use Order Numbers – Select Yes or No. • On Stop – Choose one of the following: • Warning (Allow Bookings) • On Stop (Prevent Bookings) • If selected, you’ll be asked to provide a Stop Reason, which will display elsewhere in the app when creating jobs or bookings. 1. Once all details are entered, tap Save. 3. Customer Tabs At the bottom of the customer screen, you’ll see several tabs: https://static.wixstatic.com/media/e9dcb2_77f183f7fabf4406a55e90bdb3c05b9f~mv2.png Details Displays the information entered when creating the customer. Contacts Add or edit customer contacts. For each contact, you can enter: • Name • Email Address • Phone Number • Mobile Number • Default Contact Type – Select from the list provided. • To add or edit contact types: More → Admin → Contact Types Addresses View, add, or update customer addresses (billing or job-specific). Attachments Upload and store important customer documents, accessible to office staff and field workers. Notes Add customer notes, with optional attachments. • Private Notes – Visible only within your organisation. • Public Notes – Visible to the customer. https://static.wixstatic.com/media/e9dcb2_0567107d6d174f47b4042a327873d092~mv2.png Enquiries View customer-specific enquiries. Jobs View all jobs linked to the customer. Invoices View invoices raised against the selected customer. If you require any assistance, contact support@jobtek.com (support@jobtek.com)

This guide explains how to add new users, edit existing ones, and manage user roles within the JobTek app. 1. Accessing the User Management Section 1. From the Dashboard, tap the More menu in the bottom-right corner. 2. Select Admin. 3. From the Admin menu, choose Users. 2. Adding a New User 1. Tap the + (plus) icon in the top-right corner. 2. Complete the user details form that appears. 3. Once all required fields are filled, tap Save. 3. Searching for an Existing User • If you have many users set up, use the search bar at the top. • Start typing the user’s name — the list will filter automatically as you type. 4. Editing a User 1. Select the user you want to edit from the list. 2. Update their details as required. 3. To change roles, adjust the roles assigned to the user. 4. Tap the green Save button at the bottom of the screen to apply changes. If you require any assistance, contact support@jobtek.com (support@jobtek.com)

The App Preferences section allows you to personalise how JobTek works on your device. 1. Accessing App Preferences 1. From the bottom-right corner, tap More. 2. Select User Preferences from the Admin menu. 2. Preference Options Preferred Navigation App • Choose the mapping app you want JobTek to use for travel and directions. • The list only shows apps installed on your device and supported by JobTek. • Example: If Waze isn’t installed on your device, it won’t appear in the list even though JobTek supports it. Theme • Choose how JobTek looks on your device: • Dark Mode – dark background, light text • Light Mode – light background, dark text • System – follows your device’s system settings Time Zone • Set JobTek to the time zone of your country. • All date and time values will adjust automatically based on your selection. Animate Pages • Controls how screens load within the app. • This is purely a visual effect and does not impact functionality. If you require any assistance, contact support@jobtek.com (support@jobtek.com)

When viewing the Dashboard, you’ll see two coloured status symbols in the top-right corner of the app: 1. GPS Status Icon • The GPS icon (on the left) shows your device’s GPS connection status: • Green – GPS is active and connected. • White – No GPS connection. What GPS is used for • Calculating ETAs when travelling to a booking. • Identifying the location of resources when viewed in the Map menu. Additional Details • Tap the GPS icon to see a text box confirming: • Tracking Active • Tracking Not Active 2. Cloud Sync Status Icon • The cloud icon (on the right) shows the app’s connection with the JobTek cloud database. Cloud Status Colours • Green – The app is connected to the server and all data is up to date. • Orange – The device is currently syncing data with the server. Once complete, the cloud returns to Green. • Red – The device cannot communicate with the server. • Any activity in the app is stored locally until a connection is restored • Once restored, the cloud turns Orange while syncing, and then returns to Green when complete. Additional Details • Tap the cloud icon to view a message box showing the current synchronisation status. If you require any assistance, contact support@jobtek.com (support@jobtek.com)

The Booking Statuses allows you to view, manage, and customise booking information. You can also add or edit booking statuses and assign colours for easy identification. 1. Accessing the Bookings Dashboard 1. On the bottom menu, tap Dashboard (left-hand corner). 2. You’ll first see the Welcome Screen. 3. Swipe left once to view the Bookings Dashboard. 2. My Open Bookings At the top of the Bookings Dashboard, you’ll see My Open Bookings, which shows all bookings allocated to the current user. • Today’s Bookings – Displays only bookings for the current day. • All Future Bookings – Displays all upcoming bookings allocated to the user. 3. All Bookings by Organisation / Status Further down the screen, you’ll see: • My Open Bookings by Status – Each booking status is shown as a tile, with custom colours for easy identification. • All Open Bookings by Organisation 4. Managing Booking Statuses To change colours, edit existing statuses, or add new ones: 1. Tap More (bottom right-hand corner). 2. Select Admin. 3. Choose Booking Statuses. Editing a Booking Status 1. Tap an existing booking status. 2. Select the pencil icon to edit the name or change the colour. 3. Tap Save to confirm changes. • Updates will be reflected immediately in the Dashboard view. Adding a New Booking Status 1. Tap the + (plus) icon in the top-right corner. 2. Enter a Name for the new status. 3. In the Job Result field, select how this status should behave: • None – The status will appear in the Bookings Dashboard (e.g., Not Started). • Failed – The status will appear in the Jobs Dashboard under Unassigned. • Success – The booking will be marked as Closed once this status is selected (e.g., Booking Complete). 1. Once complete, tap the green Save button at the bottom of the screen. • Alternatively, tap the three-dot menu (top right) and select Save. If you require any assistance, contact support@jobtek.com (support@jobtek.com)

The Job Statuses allows you to view, manage, and customise your jobs. You can also edit or create job statuses, and assign colours to easily track progress. 1. Accessing the Jobs Statuses 1. On the bottom menu, tap Dashboard (left-hand corner). 2. You’ll first see the Welcome Screen. 3. Swipe left twice to open the Jobs Dashboard. 2. My Open Jobs At the top of the Jobs Dashboard, you’ll see My Open Jobs, which shows all jobs allocated to the current user. • All Jobs – Displays every job allocated to you. • Open Jobs Unscheduled – Displays jobs that are not yet allocated to a resource. 3. Jobs by Status and Type Below My Open Jobs, you’ll find: • My Open Jobs by Status • My Open Jobs by Job Type Further down the screen, you’ll also see: • All Open Jobs by Organisation • All Open Jobs by Status • All Open Jobs by Type Each status tile can be colour-coded for quick reference. 4. Managing Job Statuses To edit or add job statuses: 1. Tap More (bottom-right corner). 2. Select Admin. 3. Choose Job Statuses. Editing a Job Status 1. Select an existing job status. 2. Tap the pencil icon to edit the name or change the colour. 3. Tap Save to confirm. • Changes are immediately reflected in the Dashboard view. Adding a New Job Status 1. Tap the + (plus) icon in the top-right corner. 2. Enter a Name for the new status. 3. In the Job Result field, select the type: • None – Status will appear in the Jobs Dashboard. • Failed – Status will appear in the Jobs Dashboard. • Success – The job will be marked as Closed once this status is selected. 1. Once complete, tap the green Save button at the bottom of the screen. • Alternatively, use the three-dot menu (top-right) and select Save. If you require any assistance, contact support@jobtek.com (support@jobtek.com)

This guide walks you through the steps required to create a new Job in JobTek. Prerequisites Before adding a Job, ensure the following have been set up: • Job Types • Job Statuses • Resources (See related help files for more information on configuring these items.) How to Add a Job 1. Navigate to Jobs • Tap Jobs from the bottom menu. • You will now see a list of all previously added Jobs. 2. Create a New Job • Tap the + icon in the top-right corner to add a new Job. 3. Complete the Job Details Job Type • Select a Job Type from your predefined list. (See the Job Types help file for more information). https://static.wixstatic.com/media/e9dcb2_6030d394d4e041c5b5db76089e38ed54~mv2.png Job Status • Choose the current status of the Job. • For new Jobs, this will typically be “New”. (See the Job Statuses help file for more information). https://static.wixstatic.com/media/e9dcb2_d3f62da286db415ebeae2eca0713b2ba~mv2.png Job Owner • This defaults to the current user but can be changed if required. Customer • Tap the Customer field and select from your customer list. • Use the search bar to filter the list — the more you type, the narrower the results. • If the customer doesn’t exist, select New to create one. (See the help file on Adding Customers). Once selected or added, the customer will appear in the Customer field. 4. Add or Confirm the Address The Address field will auto-populate if the customer already has an address saved. Alternatively, you can: • Select an address from previously saved customer addresses OR • Tap Manually Enter to type a new Job address. Complete the address form and it will be attached to the Job 5. Tags (Optional) • Use Tags to record information such as lead source or other identifiers. 6. Contacts • Contacts represent the point-of-contact for this customer. • Tap + to choose an existing contact or add a new one. 7. Tasks (Optional) Tasks allow you to define the specific work required for this Job. • Add one or multiple Tasks now. • Tasks can later be added to a Booking. • Bookings can be created from Tasks. 8. Description • Add any relevant details or notes about the Job in the Description field. 9. Save the Job • Tap Save to complete the Job creation. If something is missing: If any required fields were not completed, a pop-up will display the missing items. Add the missing information and save again. https://static.wixstatic.com/media/e9dcb2_ff07b9ffa5664ecb96b9281de727ca86~mv2.png 10. After Saving You will be prompted to add Booking details such as date, time, and resource. • You may choose No and complete these details later. Attachments - Once saved you can add attachments such as helpful documentation, certificates or photos Notes - add private or public notes. Jobs with no bookings will appear on the Job Dashboard as Unscheduled, to help ensure they are not forgotten and then reviewed later. https://static.wixstatic.com/media/e9dcb2_ecb7297d319c4b24a40f523c4c4cd1ff~mv2.png Next Steps See the help file on Adding a Booking . If you require any assistance, contact support@jobtek.com (support@jobtek.com)

Bookings allow you to allocate a Task or visit to a Resource. • This guide explains how to add, edit, and manage Bookings within a Job. 1. Accessing Jobs That Need a Booking from the Jobs Dashboard If you have Jobs that haven’t yet been allocated to a Resource, they will appear under the Unallocated view on the Jobs Dashboard. • Tap Unallocated tab to view these Jobs. https://static.wixstatic.com/media/e9dcb2_862cd9a5db904c4891048eecc9d50704~mv2.png • Select the Job you want to allocate to a resource • Proceed to add a Booking. https://static.wixstatic.com/media/e9dcb2_d0389432b6b841c6a9fb9ea21bbfdcde~mv2.png Or, From the Home Screen • Tap Jobs from the bottom menu. • Select the Job that needs to be scheduled. https://static.wixstatic.com/media/e9dcb2_1d49e2ad5e894be9a53370c89f85663d~mv2.png 2. Bookings - Once inside the Job, you will see a Bookings option on the bottom menu. • If the Job already has one or more Bookings, a number will appear on the Bookings icon. • If no number displays, the Job currently has no Bookings. Tap Bookings to view existing visits or add a new one. https://static.wixstatic.com/media/e9dcb2_8b2a041ef6e0420bbca19a26820e7cce~mv2.png Tap Bookings to view existing visits or add a new one. 3. Adding a New Booking • Tap the + icon in the top-right corner. 4. Complete the Booking Details Booking Status • Defaults to “Not Started.” • Tap the status field to select another status if required. See the help file on Booking Statuses. Visit Date & Time • Select the date of the visit. • Select the time of the visit. 5. Booking Address You have several options for managing the Booking address: • If an address is already present, tap the X to remove it and add a new one. • Tap in the Address field to: • Enter a new address manually or • Select from a list of previously used addresses. 6. Contacts Add a contact for the visit: • Tap to select an existing contact or • Add a new one. • 7. Booking Resources Assign the Resource(s) who will complete the visit. Resources must already be set up in the system. 8. Booking Tasks You can manage tasks in several ways: • Select tasks previously added to the Job • Add all tasks or only the ones being completed during this visit • Add additional visits for remaining tasks • Add a new Task directly to the Booking Note: This new Task will also be added to the Job. Adding Tasks to a Booking is optional—Bookings can be created without Tasks if preferred. 9. Save the Booking Tap Save to confirm the Booking. 10. Attachments & Notes (Available After Saving) Attachments Once saved, you can add attachments such as: • Documents • Certificates • Photos • Any helpful reference material Notes Add: • Private notes (only visible internally), or • Public notes (shared with the customer if applicable) If you require any assistance, contact support@jobtek.com (support@jobtek.com)