Release Jobs to Technicians for the Day

If technicians in your franchise have the permission "Technician - Show Unreleased Bookings" option in Admin > Users, then they WILL be able to see their jobs even when jobs have NOT been released.

 

Release Jobs

To release a job,

1. Go to the Dashboard by clicking on Dashboard in the top nav bar.
2. In the top-right corner of the screen, click on the Release Jobs button.

Once the jobs have been released, they will remain released until the next day.

If you see an orange warning sign, it means that there are open jobs that need to be closed before you can release today's jobs. This comes from a setting in Admin > Company that requires jobs from the last 7 days to be closed before releasing jobs the next day.

You can use the Open Invoices report to find these jobs.

Alternatively, if there are too many jobs and you need to release them anyway, an admin can go to Admin → Company to turn it the feature off temporarily so they can be released.

After releasing jobs, the Release Jobs button will turn into a green checkbox. Hovering over it will display:

1. the date and time the Jobs were Released
2. and the User who released the jobs.