Job Management

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Revision as of 14:17, 5 April 2022 by Ascentadmin (talk | contribs)
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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
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Desc Here
 View Open or Closed Work Orders
 Add or Edit Work Orders
 Edit Dispatch Cards
 Top
KPI Tab
JM kpiTab ccexpress.png
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
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Transactions Tab
JM transTab ccexpress.png
Desc Here
 Filter by Servicer
Filter by Bill Status
 Top
Invoices Tab
JM InvoiceTab ccexpress.png
Desc Here
Automatic Invoice Creation
Zero Billing
Blanket Billing
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Notes Tab
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Desc Here
Search Results Grid Add Edit
Fields
Category Internal Print on Ticket  
Note
 Top
Documents Tab
JM docTab ccexpress.png
Desc Here
 Top
Status Code Log Tab
JM scTab ccexpress.png
Desc Here
 Top
Payments Tab
 
Desc Here