Jobs General Tab

The General tab of a Job record contains the job's basic information.

When creating or editing a job, you will want to define some essential information about the job on the General tab:

Summary. Type a brief description of the job.
Address Name. Select the address at which this job will occur from the drop-down list. The values in this list correspond to the customer’s defined addresses. See the Customer Address Overview topic for details.
If you'd like to create a new address for this customer, select <Add New>.
Contact Name. Select the name of the customer contact responsible for the job from the drop-down list. Note that you can select a contact that is not located in the job's address.
The contact selected here will also be the name that appears on the reports for the job.
Start. When will the job start? Select a date from the Start drop-down list and enter a specific start time in the first scroll box.
Man-hours/Duration. Enter the length of the job in the Man-hours or Duration field. The method of determining length is defined in the Scheduling Options dialog box. For details, see the Defining Scheduling Options section.

Caution!

Caution:
If you are using Man-hour based scheduling, when the sum of the duration of all of the services does not equal the amount entered in the Man-Hours field on the General screen, a dialog box appears, informing you of this discrepancy and providing you with the opportunity to synchronize them.

Team. Select the team that will perform the job’s services from the Team drop-down list.
SmartList. You can limit the teams that can be assigned to this job by selecting the SmartList check box. Doing so will only display the teams whose default values match the values assigned to the job (i.e., the customer's values and the values populating the Substatus and Appt. Type fields.). For more on a team's default values, see the Defining Team Lists section.
Status. By default, all new jobs are assigned an Active status. You can change this status if you like:
- Cancelled. Only available for saved jobs, selected Cancelled will delete the job. See Canceling a Scheduled Job for more.
- Completed. Selecting Completed will open the Completion Wizard, where you can complete the job.
- Pending. Selecting completed indicates that the job is active, yet not yet ready for work.

In addition to these essential fields, you can define some non-essential information as well:

Window. The leeway, in hours, for which the team has for starting the job. For example, if the job is scheduled to start at 9:00 and has a window of one hour, the job must be started at some point between 8:00 and 10:00.
Manual Budgeting fields. The Charge, Labor, and Materials fields are non-binding fields used to help you plan, manage and track your budgeting. These fields will not appear unless you select the Enable Manual Budgeting check box on the Scheduling Options page. Note that the Charge, Labor, and Materials fields will NOT determine the job’s actual charges, duration, and products/services; they are only for informational purposes.

Note!

Note:
If the job was created via a won estimate, the Manual Budgeting fields will be automatically populated with the estimate's values so that you can compare and contrast the estimate’s values with the job values in order to determine the estimate’s accuracy. You can run the Job Costing report to compare the estimated labor from all of your estimates with the actual labor from the resulting jobs.

Company Profile. If you are using Company Profiles, select the job’s profile from this drop-down list. By default, the primary profile is selected.
On Picklist. Select this check box if you want this job to be located on the Picklist.
Substatus. You can use substatuses to define your job’s situation with a greater degree of accuracy. The substatuses available to you depends on what substatuses have been created for the job's status. See the Defining Substatuses section.
Appt. Type. An appointment type is the type of service being performed or the product being sold.
Sales Rep. Select the sales representative(s) An employee who sells the jobs and/or schedules that you service. that sold the job being created. See the Assigning Sales Representatives section for details on how this field works. Note that any sales representative entered on the General tab of the customer record will automatically be populated here.
Campaign. Select the campaign effort that was the deciding factor in selling this job to the customer. Defining the campaign at the job level lets you to track the effectiveness of your marketing efforts. Note that while, by default, the campaign selected on the General tab of the customer record will appear here, you can select a different campaign if need be.
Campaign Notes. Enter any relevant notes about the campaign that helped sell this job.
Default Service Contract. Only visible if the Service Contracts A contract for service that enables you to separate the sale of goods or services from the act of providing those goods or services. module is enabled. For more, see the Covering an Entire Job with a Service Contract section.

Caution!

Caution:
If the job is using Advanced Billing A billing method where you can manually define how to split the billing of particular invoices (how much will be billed to what person at what time?). See the Defining Billing Properties section of the Implementation Manual for more details., then the Default Service Contract field will not appear. See the Defining Billing Properties section for more on using Service Contracts with Advanced Billing.

Default Equipment. Only visible if the Equipment module is enabled. For more, see the Selecting Equipment for an Entire Job section.
Notes. Enter any relevant notes about this job into the appropriate notes tab. Any text present in the Work Order Notes and/or Invoice Notes tabs appears on only this job's Work Orders or Invoices. Notes entered on the Private Notes tab is for internal use only; they will never appear on any reports.
If you want, you can enable and use RTF formatting in these notes.

Note!

Note:
You can preview the job's work order and/or invoice from any tab of the job record by selecting File > Print Preview > Work Order or File > Print Preview > Invoice.

Team Availability. Click to display the Availability dialog box. For more details, see the Availability section.
Capacity. Click to display the Capacity dialog box. See the Job Capacity section for details.
Scheduling Assistant. Click to open the Scheduling Assistant. For more details, see the Scheduling Assistant section.

Note!

Note:
The Inventory button appears on the Job record if you have enabled ServiceCEO’s Inventory module. For more on the Inventory module, see the Inventory Tracking Overview section.