How to Create a Job

Overview

Jobs are used to group specific Service Requests together and are often generated directly via a Quote. 

A Job is deemed 'Completed' once all Service Requests have a status set to 'Complete'.

What are the Statuses on a Job?

Each Job is defined by a Status. These are:

Creating a New Job

1. You can create a new Job either via the 'Create' menu, the 'Add New Job' option in the Job search screen, or more commonly via the Quote.

2. When prompted, you will need to set some initial information on the Job being created then select 'Complete'.

3. At this point you will be taken to the Job screen where you can add additional information relating to the Job.

Changing the Details of a Job

1. From within the Job screen, you can edit the details of the Job by selecting 'Details' option from the menu and then selecting 'Edit Job Details'.

2. When you're finished changing the details of the Job, select 'Save Job Details' to save your changes.

Adding a Service Request to a Job

1. You can add a Service Request to a Job from within the Job screen by selecting 'Service Requests' from the menu, then select 'Add Service Request'.

2. At this point you will be taken to the Service Request screen where you can complete entering the Service Request details

3. Select 'Save Service Request' to complete adding the Service Request to the Job. 

4. You can navigate back to the Job using the Job Number link or via the Job navigation breadcrump at the top of the screen

Adding Notes to a Job

Notes can be added to a Job which is used to communicate to Users when viewing information relating to the Job.

A note can be defined as either Passive, Coordinator or Technician Note

1. To add a new Note to a Job select the 'Notes' option on the menu. Then select 'Add Note'

2. Select the Type that the Note is, then enter the Note Details and if the Note is not defined with a Type of 'Passive' set the Start and Expiry dates. The Start and Expiry dates are used to control what period the Note will display for.

3. To save your Note select 'Save'.

Adding Attachments to a Job

Files can be attached against a Job for later reference. These can be of any type and size.

1. To attach a file to the Job, select 'Attachments' from the menu and select 'Add Attachment'

2. Set the 'Type' of file you are uploading. The Type can be one of the following:

3. Select 'Browse' to locate the File(s) you wish to upload and attach against the Contract . If it's easier, you can also drag and drop the file from your desktop.

4. Select 'Save' to save the files uploaded as attachments on the Job

5. Once the files are uploaded you can download them by selecting the File attachment name on the screen