Job Management

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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
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Overview
Desc Here
• View Open or Closed Work Orders
• Add or Edit Work Orders
• Edit Dispatch Cards
KPI Tab
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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
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Overview
Desc Here
Invoices Tab
JM InvoiceTab ccexpress.png
Overview
Desc Here
Notes Tab
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Overview
Desc Here
Documents Tab
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Overview
Desc Here
Status Code Log Tab
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Overview
Desc Here
Payments Tab
Overview
Desc Here