JobLogic by Maxmel Tech

joblogic is a field service management software that streamlines job scheduling, invoicing, and asset tracking integrating it with make com enables automated workflows, improving operational efficiency and reducing manual data entry for service businesses limited documentation we currently can't provide complete documentation for joblogic because there isn't enough publicly available information about this app our ai powered documentation system relies on comprehensive data from joblogic and public sources to create detailed guides about joblogic joblogic is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=joblogic\&app slug=joblogic community\&app unique id=joblogic 265tlg app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/joblogic community/ click the install button follow the on screen instructions to complete the setup joblogic modules y ou can choose from a list of available modules to build your {{scenario plural lowercase}} add customer contact to job easily add several site and customer contacts to a specific job in just one step add non productive data adds non productive information to the system for a chosen entity, helping you track details that aren't directly related to productivity add a task library creates a new task library in your system, allowing you to organize and manage collections of tasks more efficiently approve a purchasing order approves a specific order, allowing it to move forward for purchase approve a quote approves a quote, confirming that you’ve reviewed the details and want to move forward with the purchase assign a customer to a quote links a customer contact to a particular quote, helping you keep track of who is associated with each quote cancel a quote cancels a selected quote from your system, removing it from further processing complete a delivery purchase order line item marks a specific line item in a delivery purchase order as completed for the selected order create multiple invoice lines for a supplier's purchase order creates multiple invoice line items for a selected supplier’s purchase order create a contact adds a new contact to your address book create a contact with email notifications adds a new contact to a job and automatically signs them up to receive all related email notifications create a customer adds a new customer to your account in the system create a jobsheet creates a download link for a jobsheet that you can use anytime within the next 7 days create a purchase order creates a new purchase order, allowing you to place an order for products or services create a purchase order line item adds a new line item to a purchase order in your system create a quote creates a brand new quote in your account, allowing you to quickly generate and manage quotes for your customers create a supplier invoice/credit purchase order creates a new supplier invoice or a credit purchase order to help you manage your accounting records create a timesheet creates a new timesheet by sending your data directly to the api create an invoice creates a brand new invoice in your account, ready for you to send to your customers delete costs removes selected cost entries from your database or service delete a contact deletes a specific contact from the service using their unique id delete a contact permanently removes a selected contact from your account delete a customer permanently removes a customer from your account in the service delete a job removes a selected job from your system permanently delete a purchase order permanently removes a selected purchase order from your system delete a purchase order line item removes a selected line item from an existing purchase order delete a quote permanently removes a selected quote from your system delete a supplier invoice permanently removes a selected supplier invoice from your system delete an invoice removes a specific invoice from the system based on the invoice id you provide get contract details gets all the details for a specific contract by using its internal id, unique guid, or both, so you can easily find the exact contract you need get costs by type fetches cost information organized by different line item groups, helping you see expenses sorted by specific categories get customer contract by site id fetches all contracts linked to a particular site, giving you a complete list of contracts for the site you choose get invoice details gets detailed information about a particular invoice you select get job details gets detailed information about a particular job get non productive types retrieves a list of non productive types available from the service, helping you identify categories that are not related to productive work get purchase order details gets detailed information about a particular purchase order get quote details gets detailed information about a particular quote you select get staff approval limitation gets detailed information about a staff member’s approval limit using their unique id get staff details fetches detailed information about a specific staff member by using their unique id get supplier invoices by purchase order id fetches all supplier invoices linked to a specific purchase order id, so you can easily view and manage invoices related to that order get timesheet details fetches detailed information for a specific timesheet entry you select get a contact finds and displays the details of a specific contact using their unique id get a contact by unique entity id finds and returns the details of a specific contact based on their unique id get a cost fetches detailed cost information from the service using the quote you provide get a customer by id finds and displays detailed information about a specific customer using their unique id get a customer by id finds and displays detailed information about a customer based on their unique id get a job fetches detailed information about a specific job using its unique id (guid) get a purchase order fetches detailed information about a specific purchase order from the service get a purchase order line item fetches detailed information about a specific purchase order line item from the server using the provided resource get a purchase order by job id finds and returns the purchase order linked to the job id you provide get a task finds and displays the details of a specific task using its unique id get an invoice fetches the details of a specific invoice get an invoice fetches a specific invoice based on the details you provide list job tasks fetches a complete list of all job tasks from your account make an api call allows you to send a custom request to the api, so you can interact with specific endpoints or features as needed mark a purchase order as sent marks a purchase order as sent by sending a post request, helping you keep track of orders that have been dispatched reject a quote declines the specified quote, letting you know it’s not approved or needs to be revised reject a quote rejects a selected quote in the system and updates its status to reflect that it has been declined resolve a purchase order finalizes or updates the status of a purchase order to complete the process restore completed jobs restores revisit jobs that were previously completed, making them active again for follow up actions search contacts lets you find contacts by searching with different filters and criteria search customers finds customers by searching with different filters or criteria you choose search invoices finds invoices that match a keyword you enter, helping you quickly locate the invoices you need search job references finds and returns job references that match the criteria you set search jobs by condition finds jobs that match the specific criteria you set search purchase orders finds purchase orders that match the criteria you set search quotes finds quotes that match the keywords you enter search tasks finds tasks that match a specific keyword you enter search timesheets fetches timesheets that match the criteria you set, making it easy to find exactly the records you need search trades finds and returns trades that match your specified search term update a contact updates the details of an existing contact in your account update a cost updates the cost value for a selected entry in your records update a customer updates the details of an existing customer in your database update a job updates an existing job with new information or changes its status update a purchase order updates the information for a selected purchase order, allowing you to modify its details as needed update a purchase order line item updates the details of an existing purchase order line item, allowing you to modify information such as quantity, price, or description update a quote updates an existing quote with your latest details or modifications update a supplier invoice updates the details of an existing invoice for a selected supplier update a timesheet updates the details of a timesheet for a chosen user or project update an invoice updates the details of an existing invoice in your system watch contacts this module activates whenever a new contact is added, so you can automatically respond or take action when someone new joins your contact list watch customers starts an action whenever a new customer is created in your system watch invoices this module activates whenever a new invoice is generated, so you can automatically take action as soon as an invoice is created watch job conditions triggers when specific job conditions are met, allowing you to take action based on those criteria watch purchase orders this module activates whenever a new purchase order is added, so you can easily keep track of incoming orders watch quotes this module activates whenever a new price quote is generated, letting you take action as soon as a quote is created watch tasks this module activates whenever a new task is added, letting you automatically respond to new tasks as soon as they’re created add job task add a new task to a job templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} joblogic resources you can have access to more resources related to this app on the following links https //joblogic com https //startintegrate com/apps/business erp/joblogic 265tlg https //www make com/en/hq/app invitation/6b0924f11e4c1eae7e8f81fbf8474c13 https //www make com/en/integrations/joblogic community help us improve this documentation have experience with joblogic? we'd love to hear from you if you have insights, use cases, or technical details that could help other users, please consider using the feedback widget at the bottom of the page contacting the developer to request public documentation https //f make com/r/reachout?app name=joblogic\&app slug=joblogic community\&app unique id=joblogic 265tlg sharing your knowledge in the https //community make com your feedback helps us create better documentation for everyone