{"id":90,"date":"2017-05-03T12:28:45","date_gmt":"2017-05-03T12:28:45","guid":{"rendered":"http:\/\/support.servicesight.com\/?post_type=ht_kb&#038;p=90"},"modified":"2023-08-24T12:37:35","modified_gmt":"2023-08-24T11:37:35","slug":"job","status":"publish","type":"ht_kb","link":"https:\/\/support.servicesight.com\/us\/knowledge-base\/job\/","title":{"rendered":"Job"},"content":{"rendered":"<p>The heart of any service management system. Jobs allows you to carry out work for customers both on site &amp; in the workshop. You can record labour hours &amp; materials used, price up and invoice the job. From this list you can view all of your current &amp; historic jobs, as well as creating new ones.<\/p>\n<p><strong>Job List<\/strong><\/p>\n<p>The job list shows you the following information in a list format:<\/p>\n<p><em>Job No; Job Type; Site Name; Phone No; Engineer Assigned; Logged Date; Date Date; Current Status<\/em><\/p>\n<p><strong>Creating New Jobs<\/strong><\/p>\n<p>To create a new job from the job list simply click the green \u2018New job\u2019 button on the right. You will be taken to the new job wizard to walk you through the process of quickly &amp; easily creating a new job.<br \/>\n<img decoding=\"async\" src=\"https:\/\/proteansoftware-my.sharepoint.com\/personal\/supportsystem_proteansoftware_co_uk\/_layouts\/15\/guestaccess.aspx?docid=1f96c4ec9f3214853bf0b090344203488&#038;authkey=AWJmRW2Cd3qU3sY9ACwn0ds\" alt=\"\" \/><br \/>\n<strong>Using the Search Bar<\/strong><\/p>\n<p>Rather than creating new jobs you may be looking for an existing one, to update it, or to check on its status. You can use the search bar to filter the list of jobs by any information contained within the job you are looking for.<\/p>\n<ul>\n<li>Simply type the information you have and click the \u2018search\u2019 button on the right-hand end of the search bar. The list will be filtered by the text you have entered.<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"https:\/\/proteansoftware-my.sharepoint.com\/personal\/supportsystem_proteansoftware_co_uk\/_layouts\/15\/guestaccess.aspx?docid=1ea383b6ef70f4854b8c4aba545907f61&#038;authkey=AcETJPS8cYWNGDWJjbd4OpE\" alt=\"\" \/><br \/>\n<strong>Filtering the Job List<\/strong><\/p>\n<p>As well as typing your own filters in the search bar you can make use of a set of predefined filters available to you.<\/p>\n<ul>\n<li>Click the blue arrow in the \u2018No filter selected\u2019 box at the top of the job list.<\/li>\n<li>Select the filter you want to apply:<\/li>\n<\/ul>\n<p>No filter selected             Shows all jobs of any status<\/p>\n<p>Unassigned                        Shows only jobs that require allocation to an engineer<\/p>\n<p>Active                                   Shows all ongoing jobs (work in progress)<\/p>\n<p>Incomplete                         Shows jobs finished by engineers &amp; can be checked in the office<\/p>\n<p>Ready to Invoice               Shows jobs that have been completed &amp; can be invoiced<\/p>\n<p>Cancelled                            Shows jobs that have been cancelled<\/p>\n<p>All except cancelled        Shows all jobs except those that have been cancelled<br \/>\n<img decoding=\"async\" src=\"https:\/\/proteansoftware-my.sharepoint.com\/personal\/supportsystem_proteansoftware_co_uk\/_layouts\/15\/guestaccess.aspx?docid=1b60cf645b7344d3b844b038c2f61765a&#038;authkey=ATUySLsmwIqI-6HZgyAZ1Uw\" alt=\"\" \/><br \/>\nIn the above example, if I select the \u2018Incomplete\u2019 filter the list is filtered to show only those jobs that are ready for me to check &amp; complete in the office prior to invoicing.<br \/>\n<img decoding=\"async\" src=\"https:\/\/proteansoftware-my.sharepoint.com\/personal\/supportsystem_proteansoftware_co_uk\/_layouts\/15\/guestaccess.aspx?docid=19636661b9b974efaabdf7e00c03b9781&#038;authkey=AYqyhKNAeAHmoLUzBD4vHik\" alt=\"\" \/><br \/>\n<strong>Sorting the Job List<\/strong><\/p>\n<p>As well as filtering the list of jobs you can also choose how to sort the list as well.<\/p>\n<ul>\n<li>To sort the list of jobs click the column heading of the field you wanrt to sort by.<\/li>\n<li>For example, if you wanted to sort the list by Site Name, click on the word \u2018Site\u2019 in the list.<\/li>\n<li>The list is sorted alphabetically by Site Name and an arrow appears next to the column heading to show how it is being sorted.<\/li>\n<p><img decoding=\"async\" src=\"https:\/\/proteansoftware-my.sharepoint.com\/personal\/supportsystem_proteansoftware_co_uk\/_layouts\/15\/guestaccess.aspx?docid=10b03c9c178a44a4e8c61ab33adc44920&#038;authkey=AT_amucdAtLOOdervxBrCGE\" alt=\"\" \/><\/p>\n<li>You can also sort in reverse alphabetical order by clicking \u2018Site\u2019 again. This will flip the list and show the end of the alphabet first.<\/li>\n<\/ul>\n<p><strong>Resizing &amp; Reordering Columns<\/strong><\/p>\n<p>If required you can both reorder the columns as they appear in the list as well as resizing the column widths.<\/p>\n<ul>\n<li>To resize a column simply hold your mouse over the joins between the columns.<\/li>\n<li>Your mouse cursor will change to a double headed arrow.<\/li>\n<li>Click &amp; drag the column join to its new position to increase or decrease the column width as needed.<\/li>\n<\/ul>\n<ul>\n<li>To reorder the columns click and hold the column heading of the column you wish to move.<\/li>\n<li>Drag the column to its new position and let go of the mouse button.<\/li>\n<li>The column has moved to its new position.<\/li>\n<\/ul>\n<p><strong>Viewing a Job<\/strong><\/p>\n<p>To open up a job to view the detail simply click on the blue job number on the left-hand side of the list. This will open the job detail screen.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The heart of any service management system. Jobs allows you to carry out work for customers both on site &amp; in the workshop. You can record labour hours &amp; materials used, price up and invoice the job. From this list you can view all of your current &amp; historic jobs, [&hellip;]<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[4],"ht-kb-tag":[],"class_list":["post-90","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-jobs"],"_links":{"self":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/90"}],"collection":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/comments?post=90"}],"version-history":[{"count":4,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/90\/revisions"}],"predecessor-version":[{"id":420,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb\/90\/revisions\/420"}],"wp:attachment":[{"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/media?parent=90"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb-category?post=90"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.servicesight.com\/us\/wp-json\/wp\/v2\/ht-kb-tag?post=90"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}