Difference between revisions of "Job Management"

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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer No]]
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| class="fieldGrayBackgrounds" colspan="2" rowspan="1" style="width: 265px;" | Hours
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| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#customercity|City]]
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| class="fieldGrayBackgrounds" colspan="2" rowspan="1" style="width: 466px;" | Date & Time
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| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#customeractive|Active]]
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| class="fieldGrayBackgrounds" colspan="2" rowspan="1" style="width: 466px;" | KPI
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| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Customer Name]]
 
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| Quoted Hours
 
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| Response
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Revision as of 11:14, 1 April 2022

       
jobedit ccexpress.png
       
Navigation
To access Job Maintenance, select Search > Jobs > Use the search to find the job to access > Select the row for the job to access > Click Edit.
Overview
:
• Adding or editing links for LinkedIn, Twitter and Facebook
• Viewing the Sites connected to the Customer
• Viewing the Tasks connected to the Customer
• Viewing the Contacts connected to the Customer
• Viewing the Notes connected to the Customer
• Viewing the Documents connected to the Customer
• Viewing the Invoices connected to the Customer
       
Fields
Customer Name   Job No. Billed
Site Name   Main No.  
Primary Servicer Job Contact Phone  Ext Contact Email
SLA Status Job Type Account Manager
Received Date   Service Type Salesperson
Schedule Date SLA Exp Pmt Method Ref#
Request   Solution  
Request Notes   Solution Notes  
Status Bar   Send to Mobile  
       
Dispatch Card Tab
JM dispatchTab ccexpress.png
Overview
Desc Here
• View Open or Closed Work Orders
• Add or Edit Work Orders
• Edit Dispatch Cards
       
KPI Tab
JM kpiTab ccexpress.png
Overview
Desc Here
Fields
Hours Date & Time KPI
Est Hours Billed Departure Date Departure Time Est $s Quoted $s
Quoted Hours   Job Start Date Job Start Time Revenue Elapsed
Invoicing     Profit Elapsed
Invoice Invoice Date       Response
          Repair
       
Transactions Tab
JM transTab ccexpress.png
Overview
Desc Here
       
Invoices Tab
JM InvoiceTab ccexpress.png
Overview
Desc Here
       
       
Notes Tab
JM notesTab ccexpress.png
Overview
Desc Here
       
       
Documents Tab
JM docTab ccexpress.png
Overview
Desc Here
       
       
Status Code Log Tab
JM scTab ccexpress.png
Overview
Desc Here
       
Payments Tab
 
Overview
Desc Here
       
       
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