The Job Record

The job record contains all of the information you will need in order to make a service call.

You can create a new job from three locations within ServiceCEO:

The Customer list. Right-click a customer and select New Job from the pop-up menu.
The Jobs tab of a Customer record. Click New Job or select File > New Job. The Jobs page appears.
The Calendar. Navigate to and select the date on which you want to add a job. Click New, select File > New Job, or right-click a blank spot on the calendar and select Add New Job from the pop-up menu. Regardless of the method you use, the Select Customer for New Job dialog box appears. Search for the customer you want to use or create a new customer for whom you want to enter a new job. Click OK. The Jobs page appears, displaying the customer you selected.

Once the new job is created, define the appropriate information on each tab of the Job record. For details, see the following sections:

To create a schedule (a recurring job), click Frequency from the toolbar. See the Defining Frequency topic for details.

Caution!

Caution:
Depending on the length of your Active Period The Active Period defines the date range for visible items within the application. In other words, only schedules that occur within this active period will be visible. This limitation ensures that the system will maintain a manageable volume of active schedule data while sustaining reasonable performance., a schedule A service plan for a customer. It contains all information about the services that will be provided to a customer. A schedule will create jobs depending on the services that need to be provided, creating, for example, multiple jobs for a recurring service. The term Schedule is customizable. For details, see the Defining Vocabulary section of the Implementation Manual. may not automatically create all of the jobs you expect. Jobs that are scheduled to occur outside of the range of the current active period will be automatically created the next time the active period is extended. See the Defining Active Period section for more on this limitation.

Note!

Note:
Depending on what Scheduling Options you have defined, a warning dialog box may appear when you save a new or edited job. For example, if you create a job for an employee who is already committed to working on another job, and the Check Scheduling Conflicts when saving jobs and dispatching check box is selected, the Employee Availability Warning dialog box will appear. For details, see the Defining Scheduling Options section.

You can define several other options during job creation. For details, see the following sections: