Difference between revisions of "Job Management"
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| colspan="6" style="width: 265px;" | Desc Here | | colspan="6" style="width: 265px;" | Desc Here | ||
|- | |- | ||
| − | | colspan=" | + | | style="width: 265px;" | Search |
| − | | style="width: | + | | style="width: 265px;" | Results Grid |
| − | | style="width: | + | | style="width: 265px;" | Add |
| − | | colspan=" | + | | style="width: 265px;" | Edit |
| + | |- | ||
| + | | class="headerMainTitles" colspan="4" | Fields | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#NoteCategory|Category]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 362px;" | [[Glossary#NoteInternal|Internal]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 466px;" | [[Glossary#NotePrintOnTicket|Print on Ticket]] | ||
| + | | class="fieldGrayBackgrounds" style="width: 446px;" | | ||
| + | |- | ||
| + | | class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | [[Glossary#NoteContent|Note]] | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | | ||
|- | |- | ||
| colspan="2" style="width: 370px;" | | | colspan="2" style="width: 370px;" | | ||
Revision as of 08:34, 4 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 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 | |||||
| • Filter by Servicer | |||||
| •Filter by Bill Status | |||||
| Invoices Tab | |||||
| JM InvoiceTab ccexpress.png | |||||
| Overview | |||||
| Desc Here | |||||
| • Automatic Invoice Creation | |||||
| • Zero Billing | |||||
| • Blanket Billing | |||||
| Notes Tab | |||||
| JM notesTab ccexpress.png | |||||
| Overview | |||||
| Desc Here | |||||
| Search | Results Grid | Add | Edit | ||
| Fields | |||||
| Category | Internal | Print on Ticket | |||
| Note | |||||
| 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 | |||||
