To add a "New Job".
Select the employee that you want to schedule the job to. Find the date (if not today) by using the date picker or the forward day or week arrows.
Find the correct start time in the grid and “left mouse click” to select. Type in the first few letters into the client ID and press enter, the "Client Finder" will appear and you can select the client you are looking for.
If it is new client, you can ADD the new client in through the Client Finder or you can do a client search by clicking on Client Search at the bottom of the buttons on the right hand side of the screen.
Using the same buttons you can select the "Client Address", New Job Details", "Last Job Details".
Site - This is where you add additional locations which may belong or be managed by your client.
Site - This is where you add additional locations which may belong or be managed by your client.
Select "Job Type" and add "Order number" if required.
Then select your "Reason" for call or type in a new one.(if you want to save the reason click the blue cross button).
Then Select "Break ups"(if turned on), "location" and "Priority". "Status" defaults to Not Sent. If you want to complete a purchase order immediately for this job then tick "Open purchase order on save".
Then select the amount of time the job may require. We recommend you choose a minimum of 1 hour for ease of viewing the jobs on the scheduler.
Then type your "schedule message", this will appear in the jobs list of the Mobile APP as a "RED" exclamation mark when the list is opened against this job number.
Add your internal notes or select the pre-loaded internals notes from the standard notes field by selecting the required number
When you click OK, the Job card screen will appear.
Select Job card - Choice of 4 types of job cards
Job Card Options - Print Job Card, Print Job card with internal notes, Print job card with External Notes, Print with Client Notes & Print with last Job?last Invoice information. You can select one or all of these.
Print option - Select number of copies required and whether you want to preview before printing.
Send SMS - Send your Job card via SMS.(This option is an add-on feature - please contact our support office for more information)
Email - Send the job via email by selecting the site workers initials, adding any additional information to your email before sending.
Upload Jobs - When using the Costmanager mobile APP, select Upload jobs to send the job to the mobile App user.When you click OK, the Job card screen will appear.
Select Job card - Choice of 4 types of job cards
Job Card Options - Print Job Card, Print Job card with internal notes, Print job card with External Notes, Print with Client Notes & Print with last Job?last Invoice information. You can select one or all of these.
Print option - Select number of copies required and whether you want to preview before printing.
Send SMS - Send your Job card via SMS.(This option is an add-on feature - please contact our support office for more information)
Email - Send the job via email by selecting the site workers initials, adding any additional information to your email before sending.
Upload Jobs - When using the Costmanager mobile APP, select Upload jobs to send the job to the mobile App user.
Once you have selected how your job card is to be sent this screen will close, if you selected "open purchase order on save" then the purchase order screen will automatically open, will your job no added and ready for you to complete the order.
Once you have selected how your job card is to be sent this screen will close, if you selected "open purchase order on save" then the purchase order screen will automatically open, will your job no added and ready for you to complete the order.