Platform - Job Manager

The Job Manager displays a list of all jobs. Each row contains the job number, date, status, customer name, phone number, job class and type, and notification if it's a priority.

With the Job Manager, you can:

• Access the Job Drawer
• Sort Columns and Filter Results
• Navigate to the Dispatch Board

The Job Manager can be accessed from the Main Menu.  Select Customer Service and click on the Job Manager.

Dispatch Board Button

From the Job Manager page, you can navigate to the Dispatch Board by clicking the Dispatch Board button in the top left corner.

Sort and Filter Results

Each of the columns in the Job Manager can be used to sort the results.  Simply click on a column to sort the results. 

You can also use the Filter link to reduce the number of results shown on the page.  You can filter the jobs by priority level, date, progress, and customer name, among others.  After you select the information to filter by, click the Apply button to see the filtered results.

Accessing the Job Drawer

Once you find the job you would like to view or edit, click on it from the list.

Once you click on a job, you will see the Job Details screen slide out from the right.  This is the same Job Details screen that you can find in Dispatch.

Job Details Screen

The information in the Job Details screen is divided into sections. This format allows a number of features to be available to you.

Details Tab

The Details tab includes basic information about the job, the service location, assignment information, Call Details, Equipment information, and any photos or videos associated with the job.

Job Info/Notes Tab

The Job Info/Notes tab includes all note information entered for the job.

Field	Description
Work Request	This field contains the job instructions entered for the job. These notes can be edited from the Job Summary screen.
Work Done	The notes in this field describe the work that was performed during the job.
Work Suggested	Enter notes in this field if the technician suggests work that the customer chooses not to have performed.

Invoices Tab

The Invoice Info Tab includes invoice information that includes information about the performance of the job and payment information.

Field	Description
Invoice Number	The default invoice number is system generated but can be changed if needed. Any change made here will be reflected on the actual invoice also.
Invoice Status	This field displays the current status of the invoice.
Invoice Total	Enter the dollar amount of the invoice.
Agreement Visit Value	This field will display the value of any agreement visit associated with the job even if there is no current charge on the invoice.
Override	Selecting this will allow you to change the amount in the Agreement Visit Value field.
Service Charged to Agreement	Enter the value of the work performed that was charged to an agreement and not reflected in the invoice total.
Service Charged to Warranty	Enter the value of the work that was charged to a warranty and not reflected in the invoice total.
Value of Agreements Sold and Billed	Enter the value of any agreement(s) sold on the job that was billed and the revenue is being deferred until the visit is performed. This amount will be subtracted from the current
Total Job Value	This is a calculated field that displays the total value of the job based on the following calculation. Total Job Value = Invoice Amount + Agreement Visit Value + Service Charged to Agreement + Service Charged to Warranty - Value of Agreement Sold and Billed
Money Task Count	Enter the number of repairs performed beyond any diagnostic.
Add On Count	Enter the number of repairs/items sold beyond the original reason for the job.
Add On Amount	Enter the value of any add-ons sold.
Billable Hours	Enter the billable hours associated with the job.
Amount Collected	This should be the amount collected by the technician on the job.
Payment Information	Enter information related to the Payment method used by the customer. This information will be carried over to the Payment screen of the Invoice form
No Charge	Mark this if a Diagnostic was performed.
Warranty Call	Mark if the job was a warranty call.
Contract Maintenance	Mark this if the job included preventative maintenance agreement work.
Non-Contract Maintenance	Mark this if maintenance work was done and there is no preventative maintenance agreement.

Opportunities Tab

This tab allows entry of information about any opportunity identified during the job.

Field	Description
Agreement Opportunity	This checkbox will be selected if the customer does not have an existing agreement.
Agreement Sold	Select this checkbox if an agreement was sold with the job.
Included with Install	Select this if an agreement was included with an installation job (Agreement Sold must be selected).
Replacement Opportunity	Select this if this customer meets the guidelines for an equipment replacement.
Replacement Sold (Amount)	Select and enter the value of any replacement sold on the job.
Extended Warranty Opportunity	Select if this customer or job qualifies for an extended warranty sale.
Extended Warranty Sold (Years, Amount)	Select if extended warranty was sold and enter the amount.
Opportunity Generated	Select this check box to indicate that an Opportunity has been identified.
Lead Job Required	If a sales opportunity was generated while on the job checkmark this option and identify the lead generating technician.
Opportunity Code	Select code to identify type of opportunity.
Follow Up Date	Select or enter date to follow up on opportunity.
Notified	Select to indicate that the customer has been notified of the opportunity and is expecting a contact.

Tech Credit Tab

This tab is used to give techs credit for the job for opportunities identified and the result of the opportunity.

Happy Check Tab

This tab is used to indicate that a follow up call was made to a customer and to record the results of this call.

Field	Description
Customer Satisfaction Rating	This field records any notes or ratings received by the customer.
Happy Check Notes	Record any notes or comments from the customer that were made during the happy check call.

Job Details Options

If you click on the ellipsis in the top right corner of the Job Details page, you can access additional options.

These options include editing the job itself, adding an assignment to the job, placing a requisition, canceling the job, and adding a purchase order.

Remote Tech

If you click the Edit Job option from the ellipsis, you can assign a Remote Employee to the job.  The Remote Employee will be able to perform all of the functions of the primary employee, including creating and updating the invoice.

Looking for a more interactive course on the Job Manager? 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 [e-mail] for a free account.

https://successwaretraining.com/myinfo/