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The Job module contains a number of stock and customisable fields which come out-of-the-box with Crittah. The below definitions are suggested meanings for the fields and their use. Users with correct access have the ability to configure those fields.
Field | Description |
---|---|
Site | This is the login user name as it appears and is required to enter the Crittah application |
Name | The unique name given to the shift |
Start Date | The date and start time of the shift |
Finish Date | The date and end time of the shift |
Driver | Allocated Driver to shift |
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) |
Creating or Editing a Job
There are a number of ways to enter the "Create/Edit Job" screen to create or edit a job request.
- By selecting the Manage menu option, then "Jobs" from the submenu
2. By selecting the shortcut icon on the top right of your screen
Once selected the Job Screen appears
- The Crittah application uses the 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.