Jobs Overview

A job The specific occurrence of a service. The record of the specific service (which is created by a schedule) is called a Job Ticket. is a service that you are providing to a customer. Performing jobs for your customers is typically the main function of your business. In ServiceCEO, you can also create schedules 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., so it is important to properly distinguish between a schedule and a job. A schedule is the service plan for a customer; basically, it is a job with a recurring frequency. A job, on the other hand, is a specific, one-time, service. When saved, a schedule will generate multiple jobs. The amount of jobs being created by a schedule depends on its frequency. When you attempt to open a job that is part of a schedule, you will be prompted to open the schedule (the "master job") or the specific job.

Vocabulary!

The terms Job and Schedule are customizable. For more, see the Defining Vocabulary section.

To display all of the current jobs A unique occurrence of a service. Also the record of the specific service created by schedule. Note that the term Job is customizable. For details, see the Defining Vocabulary section of the Implementation Manual., tasks An action that needs to be performed outside of the scope of a job or schedule. and estimates A internal record of proposed work for a customer. An estimate is identical to a job but, because it records proposed rather then planned work, it does not appear on the calendar. Not to be confused with a Quote. in ServiceCEO, click Schedules from the Navigator bar. The Calendar appears.

You can either double-click a job to open it or right-click a job to display a pop-up menu of additional options. For more, see the Calendar Jobs Views section.

The calendar contains visual clues - colors and icons - to help you determine a job’s status without actually opening the job. These colors and icons are based on the job’s Status and Substatus fields. See the Defining Substatuses section for details on defining which icon and colors goes with which substatus.