Job Management

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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
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Dispatch Card Tab
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Overview
The Dispatch Cards tab display 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
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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
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Transactions Tab
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Overview
Desc Here
• Filter by Servicer
•Filter by Bill Status
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Invoices Tab
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Overview
Desc Here
• Automatic Invoice Creation
• Zero Billing
• Blanket Billing
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Notes Tab
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Overview
Desc Here
Search	Results Grid	Add	Edit
Fields Category Internal Print on Ticket   Note
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Documents Tab
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Overview
Desc Here
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Status Code Log Tab
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Overview
Desc Here
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Payments Tab
Overview
Desc Here
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