Job Management Creating a New Job Creating a New Job Manually
Creating a New Job Manually
Creating a Job manually begins from the Customer Explorer. Prior to creating the Job, the User must first perform the appropriate setup of a Customer/Site/System.
If the Job is being created for a new Customer - Create the Customer, Site and System records first.
If the Job is being created for a new Site for an existing Customer - Open the Customer Explorer record for the Customer and create the Site and System records.
If the Job being created is for a new System on an existing Customer Site - Open the Customer Explorer record for the Customer and create the new System within the appropriate Site tree.
Initial Job Setup steps in this section will include the items listed below.
· Work Order
· Job System Setup
· Install Charges
· Recurring Charges
· Materials List
· Job Approvals
· Job Costing Estimate
· Commissions
· Custom Fields
Once the initial data entry of a Job has been completed other Job functions are typically performed by the Operations department of a company. Below are links to detail instructions for the other functional areas of Job Management.
Purchasing Parts / Services - Ordering, Receiving, Issuing, Return to Stock
Scheduling Installer(s) - Job Schedule Board
Scheduling Installer(s) - Appointment Summary
Job Change Order - Additions to Job
Job Change Order - Deletions from Job