SedonaOffice 101 Job Management I

Transcription

1 SedonaOffice 101 Job Management I

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3 Table of Contents Job Management I Overview... 4 Creating a New Job... 6 Work Order... 8 Job System Information Install Charges Recurring Charges Materials Capture Original Parts List Commissions Job Task List Job Parts Create Purchase Order for Parts Issue Parts to Job from a Warehouse Job Appointments Create an Installer Appointment Dispatch Installer Appointment Job Parts Return to Stock Page 3 of 33

4 Job Management I Overview Job Management I will focus on creating a new Job and some basic processing functions. Topics included during this session: Creating a new Job o Work Order o Job System Information o Install Charges o Recurring Charges o Materials List Capture Original Parts List o Commissions o Review of / Managing the Job Task List Job Purchase Orders Job Parts o Issue from Stock o Return to Stock Job Appointments o Scheduling o Dispatching Page 4 of 33

5 Notes Page 5 of 33

6 Creating a New Job There are three methods of creating a new Job in SedonaOffice; this class will focus on manually creating a Job. Creating a Job when converting a Prospect Opportunity into a Customer/Job Creating a Job from a QuoteWerks or WeEstimate Quote Creating a Job manually Your company should plan the process flow on which staff members will be creating new Jobs and how the processing of Jobs will flow through to various departments within your company. Page 6 of 33

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8 Work Order Default New Work Order form Completed Work Order form Page 8 of 33

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10 Creating a New Job Job System Information Default Job System form Imported System Information from Customer Setup Page 10 of 33

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12 Creating a New Job Install Charges Default Installs form Completed Installs form Page 12 of 33

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14 Creating a New Job Recurring Charges Default Recurring form Completed Recurring form Page 14 of 33

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16 Creating a New Job Materials Default Materials form Completed Materials form Page 16 of 33

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18 Creating a New Job Capture Original Parts List Captured Parts List Page 18 of 33

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20 Creating a New Job Commissions Default Commissions form Completed Commissions form Page 20 of 33

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22 Job Task List The Job Task List is designed to manage the work flow of a Job, determine when a Job may be invoiced, and when a Job will become locked. Page 22 of 33

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24 Job Parts Create Purchase Order for Parts Page 24 of 33

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26 Issue Parts to Job from a Warehouse Page 26 of 33

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28 Job Appointments Create an Installer Appointment Job appointments may be created within the Job from the Labor toolbar or from SedonaSchedule. Job appointments created within a Job record will display on the Schedule Board within SedonaSchedule. Page 28 of 33

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30 Dispatch Installer Appointment Dispatching Job appointments may be performed within the Job or from SedonaSchedule. To dispatch from the Job, double- click on the Job Appointment then click on the Dispatch button (lower left of the form). Page 30 of 33

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32 Job Parts Return to Stock Any un- used parts are returned to a warehouse (the installer or the main warehouse). Once un- used parts have been returned to a warehouse, you will need to modify the Working parts list to reduce the part quantity or if the Job is locked, you will need to create a Change Order to make changes to the Materials list. Change Orders will be covered in the Job Management II session. Page 32 of 33

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