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Site Work (X)

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TreeKeeper allows for the recording of work information as it pertains to the inventory. The work form ties in this information to a site, and possibly to calls as well.

A - Add A Work Record Button

The add work button is what we’ll use to begin adding a work record. This opens a separate form where we can fill out work information.

B - Work Overview

Here we have a brief view of a work’s information, as well as a way to select a certain work record for viewing in the information pane. In the work overview, there will be a colored dot to the left side of the panel, this indicates the current status of the work record and they are as follows:

  • Yellow - The work has been requested, but not scheduled or completed

  • Blue - The work has been scheduled and is not past its scheduled date.

  • Red - The work is 30 days past its requested date or has been scheduled and is 1 day past due

  • Green - The work has been completed

C - Work Information

A selected work record will show all its information in this pane, including a link to an associated call if applicable.

D - Information Tabs

These are used to flip between different sections of data relating to a site.

E - Edit Work Button

If you need to edit press this button.

F - Print Work Button

This allows you to print the data of the selected work record.

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