SMO Jobs

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The jobs tab enables the user to view all of the jobs in SMO history, with the ability to look at jobs for all customers or jobs for one customer. Additionally, the user can choose to look at all the jobs for a single customer for all job sites associated with that customer, or simply the jobs for one job site.

The job list displays the following:

• Reference Number
  • A reference number or title for the job
• Date
  • The due date for the job
• Status
  • Status of the job: open, invoiced, closed
• Summary
  • A short description of the job
• Action
  • Buttons for the user to change the status of the job to invoiced or closed

Add New Job

To add a new job:

1. select a customer and job site from their respective dropdown lists
2. click the "Add New Job" button at the top of the job list, or select "Add Job" from the "Actions" dropdown list

You will have the following options:

Job

• Reference Number: assign the job a title/number
• Due Date: assign the job a due date
• Class Type: describe the job (installation, repair, etc)
• Assigned To: assign a technician/employee from your list of employees
  • Remember, your list of employees can be found under "Settings" > "Users"
• Status
• Job Contact: choose one of the contacts from the company that is relevant to the job
• Sales Person: Assign a salesperson from your list of employees
• Summary: short description of the job
• Name and Signature: user can authorize the job with their name and signature

Note Make notes about the job under the following headings:

• Site Notes
• Service Request
• Service Performed
• Private
• Customer
• System Notes

Time Assign a timeline for the job

• Start Time
• Hours
• Service Item: overtime, regular time, travel time, etc

Items Add items to be used or purchased that are associated with the job.

• Quantity
• Price per Unit
• Description
• Subtotal Price

Documents Upload documents associated with the job

Custom Fields Use one of the templates that the user designs to customize the job description, provide more information, create job tick lists, etc.