Job sync includes both Assigned Jobs and Time Entries depending on what is selected in settings. It includes the following data:

•Assigned Documents with nominated status codes

•Time Entries (Appointments) for the nominated day range from session date for logged on user (only)

•Existing Actual records for each Time Entry

•Existing Billing records for each Time Entry

•Additional Documents not already downloaded that is linked to any Time Entry downloaded

 

For each Document all transaction lines:

•Phases

•Equipment

•Billing

•Service

•Items

•Serial Numbers

•Assignments

•Fault Registrations

•Task Activity values

•Notations for each Document and Time Entry downloaded

•File attachments for each Notation

 

After this is completed some supplementary downloads are done for the data fetched above:

•Equipment and Model data

•Optionally all Equipment for each Site that has jobs

•Employees

•Sites, Location, Contacts

•Simplified Service Price lists

•Custom Field Content

 

Job Sync is triggered when:

•Full Sync is selected

•Job Refresh selected

•On login (if online) when it has not been done within nominated hours by current user/employee