Job Management

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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
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Overview
Desc Here
• View Open or Closed Work Orders
• Add or Edit Work Orders
• Edit Dispatch Cards
KPI Tab
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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
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Overview
Desc Here
• Filter by Servicer
•Filter by Bill Status
Invoices Tab
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Overview
Desc Here
• Automatic Invoice Creation
• Zero Billing
• Blanket Billing
Notes Tab
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Overview
Desc Here
Search	Results Grid	Add	Edit
Fields Category Internal Print on Ticket   Note
Documents Tab
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Overview
Desc Here
Status Code Log Tab
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Overview
Desc Here
Payments Tab
Overview
Desc Here