The heart of any service management system. Jobs allows you to carry out work for customers both on site & in the workshop. You can record labour hours & materials used, price up and invoice the job.
Main Features of Jobs
With the job tab, you can access the following and perform the following tasks:
- View Job Sheet
- Cancel Job
- Complete Job
- Create new reminder for this job
- Create new message related to this job
- View full customer, site & contact details including links off to those records
- Logged & due dates available
- View a map of the job location
- Access help about using jobs on ServiceSight
Details Tab
Located to the right of each job is numerous drop-down menu called job details.
- Use unlimited user-definable job types
- Two user defined reference fields
- Large to do field
Labour Tab
- Add or view unlimited labour visits with engineer name, time on, time off & labour charge
- Edit charges per visit per job if needed
- View or enter work reports
- Delete unwanted visits
Materials Tab
- Add or view materials used by engineers on jobs
- Unlimited user-definable types
- Amend selling prices per item per job
Invoicing Tab
- Mulitple invoice detail options
- Specific user-definable header text for invoices
- Email invoices straight from the job
Files Tab
- Attach files e.g. photos in the office for engineers to view on their mobile app
- Engineer can also attach files in the field which are then view-able in the office