Job Details

Customer Details: when creating a job it is automatically linked to the appropriate customer, the address details are displayed.

Job Order Number: the system will automatically create a Job Order Number (Job Number / Works Order Number) when the job is created, this can be overridden if necessary.

Customer Order Number: where your client's process requires them to provide an order number to you, enter the number that they give you here.

Contract: the job is automatically linked to a contract but, where necessary, you can override the contract.

Overall Status: the system manages this field as the job goes through it's life-cycle.

Reported By / Date Time Reported: this links the job to the external agent who requested that the job is done.

Job Details: describe the nature of the job and add any other information that may be useful to anyone in the job process.

Team: there are three main roles in the job, the person at your company who took the job into the system (this comes from his or her log in details), an optional assigned supervisor recording the person tasked with supervision of the job; and a lead operative, this is the person who will be contacted with respect to the job. Further resources are added elsewhere but there always has to be a lead operative.

Job Priority: priorities are included or excluded from contracts so, for instance, if you have a gold, silver and bronze contract types you may not want a client's jobs to have gold-level priorities if they only have a silver-level contract, this field allows you to allocate a particular priority to the job as long as that priority level has been assigned to the contract.

Job Category: this is a flexible field and can contain a list of job categories as defined by your business.

Multiple Invoices: it may be that on large jobs you are able to invoice, based on progress, before the job is actually complete. This field controls the invoicing system and can be overridden if necessary.