The Debrief screens allows you to enter information about the job performed and the parts used.
The Job Summary screen is only available after the payment signature is collected.
Job Summary
The Job Summary is where you will enter information about the job.
Notes: Non-primary technician would not see/edit Job Summary.
Steps:
1. Tap on the Job Summary button on the Assignment screen.
2. Fill out the information about the job itself by tapping on the edit button.
3. Some information will be entered for you. You will need to enter:
- No Charge - This is checked if this is a zero-dollar invoice.
- Agreements Sold and Billed – How much of the invoice value is related to the selling of agreements or collecting a periodic billing.
- Money Task Counts - How many items or services did you sell that are not diagnostic and are not charged to warranty or an agreement.
- Diagnostic - If the only thing on the invoice is a diagnostic task, this checkbox would automatically be selected. The Task itself must be checked as a diagnostic task in the Pricebook.
- Warranty Call - Was warranty work performed on this job?
- Contract Maintenance / Non-contract maintenance - Was maintenance work performed on this job and was it covered under a contract or agreement? Only one of these may be selected at a time.
Looking for a more interactive course on Debriefing options in Successware Mobile? Check out our Learning Management System (LMS)! Our courses are available to all Successware users. If you don't have a sign-in for our LMS, contact us at training@successware.com for a free account.