Editing SMO Jobs
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 1: | Line 1: | ||
− | + | 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: | |
− | = | + | ==Jobs== |
− | The | + | *'''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= | + | ==Add New Job== |
To add a new job: | To add a new job: | ||
#select a customer and job site from their respective dropdown lists | #select a customer and job site from their respective dropdown lists | ||
Line 13: | Line 22: | ||
You will have the following options: | You will have the following options: | ||
− | + | '''Job''' | |
*Reference Number: assign the job a title/number | *Reference Number: assign the job a title/number | ||
*Due Date: assign the job a due date | *Due Date: assign the job a due date | ||
Line 20: | Line 29: | ||
**Remember, your list of employees can be found under "Settings" > "Users" | **Remember, your list of employees can be found under "Settings" > "Users" | ||
*Status | *Status | ||
− | |||
*Job Contact: choose one of the contacts from the company that is relevant to the job | *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 | *Sales Person: Assign a salesperson from your list of employees | ||
Line 26: | Line 34: | ||
*Name and Signature: user can authorize the job with their name and signature | *Name and Signature: user can authorize the job with their name and signature | ||
− | + | '''Note''' | |
Make notes about the job under the following headings: | Make notes about the job under the following headings: | ||
*Site Notes | *Site Notes | ||
Line 35: | Line 43: | ||
*System Notes | *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. | Add items to be used or purchased that are associated with the job. | ||
*Quantity | *Quantity | ||
Line 59: | Line 56: | ||
*Subtotal Price | *Subtotal Price | ||
− | + | '''Documents''' | |
Upload documents associated with the job | 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. | |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− |