Job Management

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 class="fieldGrayBackgrounds" rowspan="1" Est Hours class="fieldGrayBackgrounds" rowspan="1" Billed class="fieldGrayBackgrounds" rowspan="1" Departure Date class="fieldGrayBackgrounds" rowspan="1" Departure Time class="fieldGrayBackgrounds" rowspan="1" Est $s class="fieldGrayBackgrounds" rowspan="1" 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