Difference between revisions of "Job Management"

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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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|-
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Dispatch Card Tab
+
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> &nbsp;[[Job_Management#Dispatchcardtab|Dispatch Card Tab]]
 
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|-
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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> [[Job_Management#kpitab|KPI Tab]]
 
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|-
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| 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>&nbsp;[[Job_Management#transtab|Transactions Tab]]
 
|-
 
|-
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Invoices Tab
+
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> [[Job_Management#invoicetab|Invoices Tab]]
 
|-
 
|-
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Notes Tab
+
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> [[Job_Management#notestab|Notes Tab]]
 
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|-
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Documents Tab
+
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> [[Job_Management#documentstab|Documents Tab]]
 
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|-
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Status Code Log Tab
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> [[Job_Management#Statuscodetab|Status Code Log Tab]]
 
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|-
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| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> Payments Tab
+
| colspan="6" style="width: 265px;" | <span style="font-size:large;">•</span> [[Job_Management#paymentstab|Payments Tab]]
 
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|-
 
| colspan="2" style="width: 370px;" | &nbsp;
 
| colspan="2" style="width: 370px;" | &nbsp;

Revision as of 14:17, 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
• Status Code Log Tab
• Payments 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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