Jobs & Scheduling

You can raise a new job from the "+ New" button under any customer's jobs tab. You can also raise a job from the red spanner icon next to any site or piece of equipment in a list or search results. You can then input details of the requested work and the customer's order number.

The 'Job Notes' box can be used to record any information that you would prefer your customer not to see, as this will not be displayed on job reports but will be visible to your field engineer in Remote.

Ensure the correct site address is set for this job. Click "+ Add Site" to add the site if none is added. If the site you need is not on the list, go to the customer record to add a new site.

Add an existing contact to the job using the "+ Add Contact" button. If the contact you want is not in the list, you can add a new contact with the "+ Add new" button.

If you track customer's Equipment, add it using the "+ Add Equipment" button on the Equipment pane. If the piece of Equipment does not yet exist, you can add this from the Customer record.

To preserve Equipment history, only one piece of equipment can be added to a job. If you need to look at multiple pieces of equipment, simply raise new jobs for each piece of equipment.

To schedule an engineer appointment, click "+ Add Appointment". Here you can select your operative and set the date and time of the visit. If this visit has a fixed price, you can input that here. If a quotation is attached to the job and has not been used on another appointment, you can assign the quotation value to this appointment.

Completed Visits represent an actual visit that has been completed by a field engineer. Usually, these visits will be input by the engineer themselves through Remote, and will be visible in Admin once their tablet has synchronised. In the event that you need to add a visit manually, you can do this by clicking "+ Add Completed Visit" and completing the visit details.

You can add stock to the job with the "+ Add Stock" button, entering your stock code in the Stock Ref box and selecting your Stock line from the list. Alternatively, you can add parts not from your stock database by manually entering the details. These parts can be added to a Purchase Order using the "+ Add To Order" button.

Note: the parts value is not included in the job calculation directly. Once the parts have been used by an engineer on a visit, the value is included in the visit value.

Pre-payments and payment links can be added to the job using the "+ Add Payment" button. Payments taken by the engineer on-site will also be recorded here.

You can add communication notes to a job using "+ Add Communication".

Documents can be added to a job using the appropriate button depending on the type of document you wish to upload. Linked Purchase Orders, Sales Orders and Invoices will also be listed here.

You may see action dates when looking at a Tray. You can show an 'Overdue' flag and/or an 'Urgent' flag by selecting the number of days over the action date at which the flag should be displayed. The settings are found in Settings > System Configuration > Customisation > Overdue Flag Days / Urgent Flag Days.

To change the Job Action Date, open the Job in Edit mode, click Move Action Date, complete the form and click Submit.

Jobs can be deleted by clicking the pencil icon to edit, and then clicking the trash can icon to delete.