Difference between revisions of "Job Management"

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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
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| colspan="6" | [[File:Jobedit ccexpress.png|jobedit ccexpress.png]]
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| colspan="6" id="top" | [[File:Jobedit ccexpress.png|jobedit ccexpress.png]]
 
|-
 
|-
 
| colspan="2" style="width: 370px;" |  
 
| colspan="2" style="width: 370px;" |  
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| colspan="6" style="width: 265px;background-color:#bdc3c7;" | '''Overview'''
 
| colspan="6" style="width: 265px;background-color:#bdc3c7;" | '''Overview'''
 
|-
 
|-
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| colspan="6" style="width: 265px;" | :
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Dispatch Card Tab
 
|-
 
|-
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Adding or editing links for LinkedIn, Twitter and Facebook
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> KPI Tab
 
|-
 
|-
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Sites connected to the Customer
+
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Transactions Tab
 
|-
 
|-
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Tasks connected to the Customer
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Invoices Tab
 
|-
 
|-
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Contacts connected to the Customer
+
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Notes Tab
 
|-
 
|-
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Notes connected to the Customer
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Documents Tab
 
|-
 
|-
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Documents connected to the Customer
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Invoices Tab
−
|-
 
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Invoices connected to the Customer
 
 
|-
 
|-
 
| colspan="2" style="width: 370px;" | &nbsp;
 
| colspan="2" style="width: 370px;" | &nbsp;
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| class="fieldGrayBackgrounds" colspan="2" style="width: 530px;" | &nbsp;
 
| class="fieldGrayBackgrounds" colspan="2" style="width: 530px;" | &nbsp;
 
|-
 
|-
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| colspan="2" style="width: 370px;" | &nbsp;
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| colspan="6" | &nbsp;[[Job_Management#top|Top]]
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| style="width: 179px;" | &nbsp;
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----
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| style="width: 319px;" | &nbsp;
 
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| colspan="2" style="width: 530px;" | &nbsp;
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="6" | Dispatch Card Tab
 
| class="headerMainTitles" colspan="6" | Dispatch Card Tab
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Dispatch_Card_Management|Edit Dispatch Cards]]
 
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;[[Dispatch_Card_Management|Edit Dispatch Cards]]
 
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|-
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| colspan="2" style="width: 370px;" | &nbsp;
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| colspan="6" | &nbsp;[[Job_Management#top|Top]]
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| style="width: 179px;" | &nbsp;
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----
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| style="width: 319px;" | &nbsp;
 
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| colspan="2" style="width: 530px;" | &nbsp;
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="6" | KPI Tab
 
| class="headerMainTitles" colspan="6" | KPI Tab
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| class="fieldGrayBackgrounds" style="width: 234px;" | [[Glossary#JobRepairTime|Repair]]
 
| class="fieldGrayBackgrounds" style="width: 234px;" | [[Glossary#JobRepairTime|Repair]]
 
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|-
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| colspan="2" style="width: 370px;" | &nbsp;
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| colspan="6" | &nbsp;[[Job_Management#top|Top]]
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| style="width: 179px;" | &nbsp;
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----
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| style="width: 319px;" | &nbsp;
 
−
| colspan="2" style="width: 530px;" | &nbsp;
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="6" | Transactions Tab
 
| class="headerMainTitles" colspan="6" | Transactions Tab
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>Filter by Bill Status
 
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>Filter by Bill Status
 
|-
 
|-
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| colspan="2" style="width: 370px;" | &nbsp;
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| colspan="6" | &nbsp;[[Job_Management#top|Top]]
−
| style="width: 179px;" | &nbsp;
+
----
−
| style="width: 319px;" | &nbsp;
 
−
| colspan="2" style="width: 530px;" | &nbsp;
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="6" | Invoices Tab
 
| class="headerMainTitles" colspan="6" | Invoices Tab
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Blanket Billing
 
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Blanket Billing
 
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|-
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| colspan="2" style="width: 370px;" | &nbsp;
+
| colspan="6" | &nbsp;[[Job_Management#top|Top]]
−
| style="width: 179px;" | &nbsp;
+
----
−
| style="width: 319px;" | &nbsp;
 
−
| colspan="2" style="width: 530px;" | &nbsp;
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="6" | Notes Tab
 
| class="headerMainTitles" colspan="6" | Notes Tab
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| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | [[Glossary#NoteContent|Note]]
 
| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | [[Glossary#NoteContent|Note]]
 
|}
 
|}
−
 
 
|-
 
|-
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| colspan="2" style="width: 370px;" | &nbsp;
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| colspan="6" | &nbsp;[[Job_Management#top|Top]]
−
| style="width: 179px;" | &nbsp;
+
----
−
| style="width: 319px;" | &nbsp;
 
−
| colspan="2" style="width: 530px;" | &nbsp;
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="6" | Documents Tab
 
| class="headerMainTitles" colspan="6" | Documents Tab
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| colspan="6" style="width: 265px;" | Desc Here
 
| colspan="6" style="width: 265px;" | Desc Here
 
|-
 
|-
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| colspan="2" style="width: 370px;" | &nbsp;
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| colspan="6" | &nbsp;[[Job_Management#top|Top]]
−
| style="width: 179px;" | &nbsp;
+
----
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| style="width: 319px;" | &nbsp;
 
−
| colspan="2" style="width: 530px;" | &nbsp;
 
−
|-
 
−
| colspan="2" style="width: 370px;" | &nbsp;
 
−
| style="width: 179px;" | &nbsp;
 
−
| style="width: 319px;" | &nbsp;
 
−
| colspan="2" style="width: 530px;" | &nbsp;
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="6" | Status Code Log Tab
 
| class="headerMainTitles" colspan="6" | Status Code Log Tab
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| colspan="6" style="width: 265px;" | Desc Here
 
| colspan="6" style="width: 265px;" | Desc Here
 
|-
 
|-
−
| colspan="2" style="width: 370px;" | &nbsp;
+
| colspan="6" | &nbsp;[[Job_Management#top|Top]]
−
| style="width: 179px;" | &nbsp;
+
----
−
| style="width: 319px;" | &nbsp;
 
−
| colspan="2" style="width: 530px;" | &nbsp;
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="6" | Payments Tab
 
| class="headerMainTitles" colspan="6" | Payments Tab

Revision as of 14:06, 5 April 2022

jobedit ccexpress.png
       
Navigation
Select Search > Jobs > Use the search to find the job  > Click the job in the Result Grid  > Click Edit.
Overview
• Dispatch Card Tab
• KPI Tab
• Transactions Tab
• Invoices Tab
• Notes Tab
• Documents Tab
• Invoices Tab
       
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  
 Top
Dispatch Card Tab
JM dispatchTab ccexpress.png
Overview
Desc Here
• View Open or Closed Work Orders
• Add or Edit Work Orders
• Edit Dispatch Cards
 Top
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
 Top
Transactions Tab
JM transTab ccexpress.png
Overview
Desc Here
• Filter by Servicer
•Filter by Bill Status
 Top
Invoices Tab
JM InvoiceTab ccexpress.png
Overview
Desc Here
• Automatic Invoice Creation
• Zero Billing
• Blanket Billing
 Top
Notes Tab
JM notesTab ccexpress.png
Overview
Desc Here
Search Results Grid Add Edit
Fields
Category Internal Print on Ticket  
Note
 Top
Documents Tab
JM docTab ccexpress.png
Overview
Desc Here
 Top
Status Code Log Tab
JM scTab ccexpress.png
Overview
Desc Here
 Top
Payments Tab
 
Overview
Desc Here
       
       
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