Job Management

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
• Status Code Log 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
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Dispatch Card Tab
Overview
The Dispatch Cards tab displays a list of dispatch cards filtered by the options Open or Closed. It also provides management options for both work orders and dispatch cards. Work Orders are managed using the Work Order Management form. Dispatch Cards are managed using the Dispatch Cards section of the Work Order Management form.
• Filter the Results Grid using the Open or Closed radio options.
• Use the More drop-list to add a new work order.
• Select the Work Order Number in the Results Grid to edit an existing work order.
• Select the Dispatch Card Number in the Results Grid to edit an existing dispatch card.
• Use the More drop-list to print a dispatch card.
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KPI Tab
Overview
The KPI tab contains job status, billing and profitability information.
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
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Transactions Tab
Overview
The Transactions Tab displays a list of job transactions with filtering options. Transactions are managed using the Transaction Management form.
• Use the More drop-list to add a new transaction.
• Filter the Results Grid by Servicer.
• Filter the Results Grid by Bill Status.
• Select a transaction in the Results Grid to edit the transaction.
• Transaction Entry
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Invoices Tab
Overview
The invoices tab displays a list of posted invoices.  Un-posted invoices do not display on this tab.
• Automatic Invoice Creation
• Zero Billing
• Blanket Billing
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Notes Tab
Overview
Notes are managed on the Notes Tab.
• Use the More drop-list to toggle the form to add a new job note.
• Use the More drop-list to toggle the form to search for an existing job note.
• Click the Edit option in the Results Grid to edit an existing job note.
• Click the Remove option in the Results Grid to remove an existing job note.
Fields Category Internal Print on Ticket   Note
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Documents Tab
Overview
Document are uploaded, downloaded and removed using the Documents Management form.
• Use the More drop-list to add a new Document using the Documents Management form.
• Click the Remove option in the Results Grid to edit the document in the Documents Management form.
• Click the Remove option to remove the selected document.
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Status Code Log Tab
Overview
The status code log displays a list of job status code changes.  Each time the status code is changed, the software records the change information and displays it in this list.
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Tasks Tab
Overview
The Tasks Tab provides the ability to view job related tasks. Task management is performed using the Task Management form. The Options menu can be used to add a new task.
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Custom Forms Tab
Overview
Custom Forms provide the user the ability to record data that cannot be collected using the software's default fields.
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