If you desire, you can control what job fields need to have a value before a job record can be saved. You can also define the values for certain fields when a new job is created. See below for details.
To define the required fields for a job record:
Select Tools > Options or press CTRL+O. The Options dialog box appears.
Click Requirements from the Categories bar. The Requirements/Defaults Options dialog box appears.
Click Job Options. The Requirements dialog box appears.
Select the appropriate check box in the Required Entries section for each field that needs a value before the a new job can be saved.
Select the appropriate check box in the Prompt for notes when: section for each job action you want to prompt the user to enter a note. Your options are:
Making Cancellations. You will be prompted to enter a note when cancelling a job.
Winning Estimates. You will be prompted to enter a note (with the Estimate Won note reason) when marking an estimate as won.
Losing Estimates. You will be prompted to enter a note (with the Estimate Lost note reason) when marking an estimate as lost.
Changing Team Assignments. You will be prompted to “flag the team for poor service” whenever a team assignment changes on a job (for example, via the Job's General tab, the Calendar, or the Dispatch Board). Flagging the team includes the job and the employees on the removed team in the Employee Loss Report.
Click OK.
You can now define a default value for several job fields. These values defined here will be used when creating all new jobs and schedules. The only exception is if you create a job by clicking and dragging on the Bar or Box views of the calendar.
Select Tools > Options or press CTRL+O. The Options dialog box appears.
Click Requirements from the Categories bar. The Requirements/Defaults Options dialog box appears.
Click Job Defaults. The Job Defaults dialog box appears.
Enter the time you want your new jobs to start on in the Start Time field.
Select a default duration from the Duration drop-down list.
Select a default window The leeway, in hours, for starting the job, as defined in the General tab of the job record. For example, if the job is scheduled to start at 2:00 and has a window of .5 hours, the job must be started at some point between 1:30 and 2:30. from the Window drop-down list.
Select the On Picklist check box if you would like the new job to be located on the picklist.
Click OK. The defaults are saved.
Back to: Defining Requirements
See Also: Implementation Checklist Overview