Job Details.

The job details screen will show the main details that belong to the job through the following TABS:

1. Job Details Tab

• Customer/Contact/Location 

• You have the option to select an existing customer – This will automatically populate the above fields

• You ALSO have the option to create a new customer

• Job Type 

• These will describe the different operations in the business as performed by the technicians on eth fields

• Description 

• Describe the reason for the Job

• Assigned employees 

• This is the technician assigned for the job

• ADD Items Worked On

• This refers to Inventory / Assets items that bay be required for a particular Job

• Comments

• This is for additional comments that are related to the job. Usually used for technician comments on the job.

• Job Statuses will Also appear as per the the progression of the Job

• Job Booked

• On way to site

• Work in progress

• Work Completed

• Invoice and Close

2. Timers Tab

• Timers can be created in 3 different ways:

• They can be started and stopped by using statuses to allow some automation in the system.

• Timers can be started/stopped by using the Start/Stop timer.

• Manually create a timer with a set amount of time, either using a start time/end time or a total duration.

• The Timer Tab will show a collection of all the timers that were started for the job and a total at the bottom. ( This allows for better control within you business)

• Any form of running timer can be edited after the timer has stopped running.

3. Item Used Tab

• This would refer to Inventory / Assets (Covered in a separate Module)

4. Quotes/Invoices/Purchase Orders

• These tabs will only show if there are any that are linked to a job. 

• They can be created in the job by going to Options and clicking on either create button.

• These screens will just show a list of each item linked.

5. Attachments

• You are able to add any form of attachment to the Job Card that is 10 MB or less.

• This screen will show you different tiles and whether it is an image or video or document.

6. Communications

• This will show all communications that belong to the job and any that are from linked items e.g Quotes/Appointments

• Click the SAVE button once all fields are filled 

• Click ARCHIVE  to Jobs can be archived  (if you want to view these you can use the filter )

• Click CLOSE JOB