SMO Jobs
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Overview
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.
Add New Job
To add a new job:
- select a customer and job site from their respective dropdown lists
- 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.
Edit a Job
To edit an existing job click on a job reference number or title in the job list. That will bring up the following actions: