Difference between revisions of "Job Management"

From SVContheGO Online Manual
Jump to navigation Jump to search
m
m
Line 2: Line 2:
 
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
−
| colspan="2" |  
+
| colspan="2" style="width: 370px;" |  
−
|  
+
| style="width: 179px;" |  
−
|  
+
| style="width: 319px;" |  
−
| colspan="2" |  
+
| colspan="2" style="width: 530px;" |  
 
|-
 
|-
 
| colspan="6" | [[File:Jobedit ccexpress.png|jobedit ccexpress.png]]
 
| colspan="6" | [[File:Jobedit ccexpress.png|jobedit ccexpress.png]]
 
|-
 
|-
−
| colspan="2" |  
+
| colspan="2" style="width: 370px;" |  
−
|  
+
| style="width: 179px;" |  
−
|  
+
| style="width: 319px;" |  
−
| colspan="2" |  
+
| colspan="2" style="width: 530px;" |  
 
|-
 
|-
 
| colspan="6" style="width: 265px;background-color:#bdc3c7;" | '''Navigation'''
 
| colspan="6" style="width: 265px;background-color:#bdc3c7;" | '''Navigation'''
Line 36: Line 36:
 
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Invoices connected to the Customer
 
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Invoices connected to the Customer
 
|-
 
|-
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 370px;" | &nbsp;
−
| &nbsp;
+
| style="width: 179px;" | &nbsp;
−
| &nbsp;
+
| style="width: 319px;" | &nbsp;
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
 
| class="headerMainTitles" colspan="6" | Fields
 
| class="headerMainTitles" colspan="6" | Fields
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#Cust_Name|Customer Name]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 370px;" | [[Glossary#Cust_Name|Customer Name]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 179px;" | &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_number|Job No.]]
+
| class="fieldGrayBackgrounds" style="width: 319px;" | [[Glossary#job_number|Job No.]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | [[Glossary#job_billed|Billed]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 530px;" | [[Glossary#job_billed|Billed]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#site_Name|Site Name]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 370px;" | [[Glossary#site_Name|Site Name]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 179px;" | &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_mainno|Main No.]]
+
| class="fieldGrayBackgrounds" style="width: 319px;" | [[Glossary#job_mainno|Main No.]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | &nbsp;
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#primaryservicer|Primary Servicer]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 370px;" | [[Glossary#primaryservicer|Primary Servicer]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_contact|Job Contact]]
+
| class="fieldGrayBackgrounds" style="width: 179px;" | [[Glossary#job_contact|Job Contact]]
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_phone|Phone]]&nbsp;&nbsp;[[Glossary#job_ext|Ext]]
+
| class="fieldGrayBackgrounds" style="width: 319px;" | [[Glossary#job_phone|Phone]]&nbsp;&nbsp;[[Glossary#job_ext|Ext]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | [[Glossary#job_contactemail|Contact Email]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 530px;" | [[Glossary#job_contactemail|Contact Email]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#job_sla|SLA]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 370px;" | [[Glossary#job_sla|SLA]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_status|Status]]
+
| class="fieldGrayBackgrounds" style="width: 179px;" | [[Glossary#job_status|Status]]
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#jobType|Job Type]]
+
| class="fieldGrayBackgrounds" style="width: 319px;" | [[Glossary#jobType|Job Type]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | [[Glossary#job_acctmanager|Account Manager]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 530px;" | [[Glossary#job_acctmanager|Account Manager]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#job_receiveddate|Received Date]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 370px;" | [[Glossary#job_receiveddate|Received Date]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 179px;" | &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_servicetype|Service Type]]
+
| class="fieldGrayBackgrounds" style="width: 319px;" | [[Glossary#job_servicetype|Service Type]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | [[Glossary#job_saleperson|Salesperson]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 530px;" | [[Glossary#job_saleperson|Salesperson]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#job_scheduledate|Schedule Date]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 370px;" | [[Glossary#job_scheduledate|Schedule Date]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#job_slaExp|SLA Exp]]
+
| class="fieldGrayBackgrounds" style="width: 179px;" | [[Glossary#job_slaExp|SLA Exp]]
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_pmtmethod|Pmt Method]]
+
| class="fieldGrayBackgrounds" style="width: 319px;" | [[Glossary#job_pmtmethod|Pmt Method]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | [[Glossary#job_refno|Ref#]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 530px;" | [[Glossary#job_refno|Ref#]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#job_request|Request]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 370px;" | [[Glossary#job_request|Request]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 179px;" | &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_solution|Solution]]
+
| class="fieldGrayBackgrounds" style="width: 319px;" | [[Glossary#job_solution|Solution]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | &nbsp;
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#job_requestnotes|Request Notes]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 370px;" | [[Glossary#job_requestnotes|Request Notes]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 179px;" | &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_solutionnotes|Solution Notes]]
+
| class="fieldGrayBackgrounds" style="width: 319px;" | [[Glossary#job_solutionnotes|Solution Notes]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | &nbsp;
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 265px;" | [[Glossary#job_statusbar|Status Bar]]
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 370px;" | [[Glossary#job_statusbar|Status Bar]]
−
| class="fieldGrayBackgrounds" style="width: 362px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 179px;" | &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#job_sendtomobile|Send to Mobile]]
+
| class="fieldGrayBackgrounds" style="width: 319px;" | [[Glossary#job_sendtomobile|Send to Mobile]]
−
| class="fieldGrayBackgrounds" colspan="2" style="width: 446px;" | &nbsp;
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 370px;" | &nbsp;
−
| &nbsp;
+
| style="width: 179px;" | &nbsp;
−
| &nbsp;
+
| style="width: 319px;" | &nbsp;
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
 
| class="headerMainTitles" colspan="6" | Dispatch Card Tab
 
| class="headerMainTitles" colspan="6" | Dispatch Card Tab
Line 107: Line 107:
 
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Edit Dispatch Cards
 
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Edit Dispatch Cards
 
|-
 
|-
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 370px;" | &nbsp;
−
| &nbsp;
+
| style="width: 179px;" | &nbsp;
−
| &nbsp;
+
| style="width: 319px;" | &nbsp;
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
 
| class="headerMainTitles" colspan="6" | KPI Tab
 
| class="headerMainTitles" colspan="6" | KPI Tab
Line 122: Line 122:
 
| class="headerMainTitles" colspan="6" | Fields
 
| class="headerMainTitles" colspan="6" | Fields
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="2" | Hours
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 370px;" | Hours
−
| class="fieldGrayBackgrounds" colspan="2" | Date & Time
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 503px;" | Date & Time
−
| class="fieldGrayBackgrounds" colspan="2" | KPI
+
| class="fieldGrayBackgrounds" colspan="2" style="width: 530px;" | KPI
 
|-
 
|-
−
| class="headerMainTitles" | &nbsp;
+
| class="headerMainTitles" style="width: 233px;" | &nbsp;
−
| class="headerMainTitles" | &nbsp;
+
| class="headerMainTitles" style="width: 233px;" | &nbsp;
−
| class="headerMainTitles" | &nbsp;
+
| class="headerMainTitles" style="width: 233px;" | &nbsp;
−
| class="headerMainTitles" | &nbsp;
+
| class="headerMainTitles" style="width: 234px;" | &nbsp;
−
| class="headerMainTitles" | &nbsp;
+
| class="headerMainTitles" style="width: 234px;" | &nbsp;
 
| class="headerMainTitles" | &nbsp;
 
| class="headerMainTitles" | &nbsp;
 
|-
 
|-
−
| class="headerMainTitles" | &nbsp;
+
| class="headerMainTitles" style="width: 168px;" | &nbsp;
−
| class="headerMainTitles" | &nbsp;
+
| class="headerMainTitles" style="width: 193px;" | &nbsp;
−
| class="headerMainTitles" | &nbsp;
+
| class="headerMainTitles" style="width: 179px;" | &nbsp;
−
| class="headerMainTitles" | &nbsp;
+
| class="headerMainTitles" style="width: 319px;" | &nbsp;
−
| class="headerMainTitles" | &nbsp;
+
| class="headerMainTitles" style="width: 336px;" | &nbsp;
 
| class="headerMainTitles" | &nbsp;
 
| class="headerMainTitles" | &nbsp;
 
|-
 
|-
Line 176: Line 176:
  
 
|-
 
|-
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 370px;" | &nbsp;
−
| &nbsp;
+
| style="width: 179px;" | &nbsp;
−
| &nbsp;
+
| style="width: 319px;" | &nbsp;
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
 
| class="headerMainTitles" colspan="6" | Transactions Tab
 
| class="headerMainTitles" colspan="6" | Transactions Tab
Line 189: Line 189:
 
| colspan="6" style="width: 265px;" | Desc Here
 
| colspan="6" style="width: 265px;" | Desc Here
 
|-
 
|-
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 370px;" | &nbsp;
−
| &nbsp;
+
| style="width: 179px;" | &nbsp;
−
| &nbsp;
+
| style="width: 319px;" | &nbsp;
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
 
| class="headerMainTitles" colspan="6" | Invoices Tab
 
| class="headerMainTitles" colspan="6" | Invoices Tab
Line 202: Line 202:
 
| colspan="6" style="width: 265px;" | Desc Here
 
| colspan="6" style="width: 265px;" | Desc Here
 
|-
 
|-
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 370px;" | &nbsp;
−
| &nbsp;
+
| style="width: 179px;" | &nbsp;
−
| &nbsp;
+
| style="width: 319px;" | &nbsp;
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 370px;" | &nbsp;
−
| &nbsp;
+
| style="width: 179px;" | &nbsp;
−
| &nbsp;
+
| style="width: 319px;" | &nbsp;
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
 
| class="headerMainTitles" colspan="6" | Notes Tab
 
| class="headerMainTitles" colspan="6" | Notes Tab
Line 220: Line 220:
 
| colspan="6" style="width: 265px;" | Desc Here
 
| colspan="6" style="width: 265px;" | Desc Here
 
|-
 
|-
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 370px;" | &nbsp;
−
| &nbsp;
+
| style="width: 179px;" | &nbsp;
−
| &nbsp;
+
| style="width: 319px;" | &nbsp;
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 370px;" | &nbsp;
−
| &nbsp;
+
| style="width: 179px;" | &nbsp;
−
| &nbsp;
+
| style="width: 319px;" | &nbsp;
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
 
| class="headerMainTitles" colspan="6" | Documents Tab
 
| class="headerMainTitles" colspan="6" | Documents Tab
Line 238: Line 238:
 
| colspan="6" style="width: 265px;" | Desc Here
 
| colspan="6" style="width: 265px;" | Desc Here
 
|-
 
|-
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 370px;" | &nbsp;
−
| &nbsp;
+
| style="width: 179px;" | &nbsp;
−
| &nbsp;
+
| style="width: 319px;" | &nbsp;
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 370px;" | &nbsp;
−
| &nbsp;
+
| style="width: 179px;" | &nbsp;
−
| &nbsp;
+
| style="width: 319px;" | &nbsp;
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
 
| class="headerMainTitles" colspan="6" | Status Code Log Tab
 
| class="headerMainTitles" colspan="6" | Status Code Log Tab
Line 256: Line 256:
 
| colspan="6" style="width: 265px;" | Desc Here
 
| colspan="6" style="width: 265px;" | Desc Here
 
|-
 
|-
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 370px;" | &nbsp;
−
| &nbsp;
+
| style="width: 179px;" | &nbsp;
−
| &nbsp;
+
| style="width: 319px;" | &nbsp;
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
 
| class="headerMainTitles" colspan="6" | Payments Tab
 
| class="headerMainTitles" colspan="6" | Payments Tab
Line 269: Line 269:
 
| colspan="6" style="width: 265px;" | Desc Here
 
| colspan="6" style="width: 265px;" | Desc Here
 
|-
 
|-
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 370px;" | &nbsp;
−
| &nbsp;
+
| style="width: 179px;" | &nbsp;
−
| &nbsp;
+
| style="width: 319px;" | &nbsp;
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 370px;" | &nbsp;
−
| &nbsp;
+
| style="width: 179px;" | &nbsp;
−
| &nbsp;
+
| style="width: 319px;" | &nbsp;
−
| colspan="2" | &nbsp;
+
| colspan="2" style="width: 530px;" | &nbsp;
 
|}
 
|}

Revision as of 11:56, 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
           
           
    KPI
Est Hours Billed Departure Date Departure Time Est Dollars Quoted Dollars
Quoted Hours   Job Start Date Job Start Time Revenue Elasped
Invoicing Job Complete Date Job Complete Time Profit Response
Invoice Invoice Date       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
       
       
Retrieved from "https://svconthego.net/index.php?title=Job_Management&oldid=1481"