Picklists Overview

Most booked jobs are assigned a specific date and time. However, some customers may not know exactly when they will be available for service. You can put these jobs onto the Picklist. The Picklist is a list of active jobs without a specific engagement time (i.e., a job without a defined start date/time). While the job will appear on the calendar for the date/time on which you originally scheduled it, it will also appear on the Picklist. When the customer decides when they want their service to occur, you can schedule it by clicking and dragging the job from the picklist to the calendar or Dispatch Board. Doing so will change the job's date/time and remove the job from the picklist.

Before you can use the picklist, you must first enable the use of Picklists by selecting the Enable scheduling Picklist check box in the Scheduling Options page. See the Defining Scheduling Options section for more.

Note that you can put a Schedule A job with a frequency (service plan). Saving a schedule will create a series of jobs, depending on the frequency settings. The term Schedule is customizable. For details, see the Defining Vocabulary section of the Implementation Manual. on the picklist as well. Doing so will automatically insert all of that schedule's Jobs A unique service visit. It contains all information about the products and/or services that will be provided to a customer. A series of jobs can be created by a schedule (a job with a defined frequency). Note that the term Job is customizable. For details, see the Defining Vocabulary section of the Implementation Manual. onto the picklist for the duration of the Active Period The Active Period defines the date range for visible items within the application. In other words, only jobs 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.. Once a schedule's jobs are on the picklist, they can be moved/assigned individually; once created, moving one job will not affect the rest of the schedule's jobs.

To put a job on the picklist:

1. Open or create a job.

2. On the job record’s General tab, select the On Picklist check box.

3. Save the job. The job is now flagged for inclusion on the picklist.

4. Click Jobs or Dispatch Board from the Navigator bar.

5. Click Open Picklist. The Picklist dialog box appears beneath the normal page.

6. Click and drag the job that is ready for service from the picklist to the desired spot on the calendar or dispatch board. ServiceCEO will assign the date and time that was indicated from the calendar to the job record.

7. The tabs at the bottom of the picklist enable to you control the jobs that are displayed on the picklist. These tabs are:

   • All. Displays all picklisted jobs.

   • Team. Display all picklisted jobs assigned to the specific team The default term for a group of employees that work together. Teams as assigned to jobs, so all employees assigned to team will be work on that job. you identify. Clicking the Team tab displays a Select Zone to Display dialog box. Select the team whose jobs you want to display and click OK. Tip: To display the employees for each team in the Select Zone to Display dialog box, select the View Employees check box.   

   • Zone. Displays all the jobs located in the zone you identify. Clicking the Zone tab displays a Select Zone to Display dialog box. Select the appropriate zone from the list box. Click OK to display only the jobs located in the zone you selected.