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| Field | Description |
|---|---|
| Site | This is a configurable field based on the location that is being serviced |
| Status | The currect status of the job |
| Job Type | The job type a configurable field within the application |
| Customer | A searchable field within the application for existing details |
| Contact | Contact within the customer |
| OptOut of SMS/EMail | Checking the OptOut check box will mean no email or SMS will be sent to the customer as a part of workflow triggers. Staff can still choose to send an email or SMS manually on a job but on automatic emails or SMS messages will be sent. |
| Due Date | The due date of the job |
| Duration | How long the job should take to complete |
| Internal Contact | Your internal contact for the job |
| Driver | The assigned driver allocated to the job |
| Vehicle | The assigned vehicle allocated to the job |
| Assigned Shift | The assigned assigned shift the job should be completed within |
| Job Note - Type | A configurable field describing the job type |
| Note | Any notes relating to the job |
| Details | Any specific details to be noted |
| Address 1 | The Customers primary address |
| Address 2 | The Customers primary address |
| City/Town | The Customers City or Town in address |
| Post Code | The Customers Post Code in address |
| Country | The Customers Country (defaults based on site) |
| State/Region | The Customers State or Region (defaults based on site) |
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Once selected the Job Screen appears
- The Crittah application uses the Google Maps a third party mapping provider for location services.
- When all minimum required fields are completed select the Save button
and your customer record will be saved.
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