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Overview

Crittah's LCMS Job module consists of details that are required to completed a requested/assigned activity.  Job records are typically related to a customer or contact that associated to an agreed activity. A job can be associated to a driver, shift and given a time constarint and duration. A job can be tracked to see where it is in its lifecycle from new to closed. Once the Job record is created, you can view, edit or search information pertaining to the Job via the Job sub menu located under Manage on the navigation bar.  This documentation will cover how to create a Job and assign the various details and options available from within the module.

Job Fields

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.

FieldDescription
SiteThis is a configurable field based on the location that is being serviced
StatusThe 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
ContactContact within the customer
Due DateThe due date of the job
DurationHow long the job should take to complete
Internal ContactYour internal contact for the job
DriverThe assigned driver allocated to the job
VehicleThe assigned vehicle allocated to the job
Assigned ShiftThe assigned assigned shift the job should be completed within
Job Note - TypeA configurable field describing the job type
NoteAny notes relating to the job
DetailsAny specific details to be noted
Address 1The Customers primary address
Address 2The Customers primary address
City/TownThe Customers City or Town in address
Post CodeThe Customers Post Code in address
CountryThe Customers Country (defaults based on site)
State/RegionThe Customers State or Region (defaults based on site)
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