Job Management & Scheduling

Introduction

This article shows you how to edit information on a Job Card. There are four groups of information that can be edited:

• client information
• billing information
• job details
• assigned technician.

1 Locating a job card

You can find and open a Job Card from the Accounts menu tab.

1. Scroll up to the top of the page and locate the main menu bar.
2. Click Accounts. A drop-down menu displays.
3. Click Jobs. The Jobs page displays.

2 Finding a job

1. On the Jobs page, click the Date box and then select a date range.
2. To locate a specific job, use a search filter (e.g. client name, client address, date, phone number).
3. Click SEARCH.
4. The Job Card you are looking for displays below the search box.

3 Opening a Job Card

1. Locate the Job Card you want to update.
2. Click VIEW.
3. The Job Card page displays.

4 Locating client edit panel

Inside the client edit panel, you can update information like client name, address, and phone number.

1. With the Job Card page open, scroll up to the left corner of the page.
2. Locate the CLIENT box and then click EDIT.

5 Updating client information

1. After clicking EDIT on the CLIENT box, the Edit Client Information panel displays.
2. Update information as required.
3. Click the UPDATE button. The Job Page displays.

6 Locating billing edit panel

Inside the billing edit panel, you can update information like billing name, address, and phone number.

1. With the Job Card page open, scroll up to the left corner of the page.
2. Locate the BILLING DETAILS box and then click EDIT.

7 Updating billing details

1. After clicking EDIT on the BILLING DETAILS box, the Edit Billing Information panel displays.
2. Update information as required.
3. Click the UPDATE button. The Job Page displays.

8 Locating job edit panel

Inside the job edit panel, you can update information like status, call out fee, and type.

1. With the Job Card page open, scroll up to the top of the page.
2. Locate the JOB box and then click EDIT JOB.

9 Updating job details

1. After clicking EDIT JOB on the JOB box, the Edit Job Details panel displays.
2. Update information as required.
3. Click the UPDATE button. The Job Page displays.

10 Locating technician edit panel

1. With the Job Card page open, scroll up to the top and then look to the right side of the page.
2. Locate the VISITS box and then click the Pencil button to edit the information.

11 Updating technician details

1. After clicking the Pencil button on the Visits box, the Add Visits panel displays.
2. Update information as required.
3. Click the UPDATE button. The Job Page displays.

You can verify the assigned technician change.

1. Go to the left side of the Jobs page and locate the Timeline. Recent changes appear at the top of the timeline.