Adding new jobs

To add jobs when creating orders:  

1. On the order window, from the Add Job>> options, select New Job.

Result: The New Job window displays with the Select New Job Items window opened over it.

Note: The same Job window is used when adding new jobs, new recommendations, or new Service Interval jobs. Depending on the type of job being added, the title is one of the following and some fields differ as shown below:

• New Job

• Service Interval Job

• Recommendation

2. Complete the Select New Job Items window as appropriate and click Submit. The Job window is displayed.

3. Enter the appropriate information about the Job including:

   Job Name or Service This field is pre-filled and cannot be changed.	Category or Service Schedule	Assigned Technician	Status
   Description	Symptom (Not available for Service Interval Jobs)

    

4. From the button bar above the grid:

   • Use the Add Item button to open the Select New Job Items window.

   • Use the Edit Item button to open the appropriate Job Item tab window.

   • Use the Save As >> button to save the job as a shop job (the appropriate options are displayed).

The buttons that are available are:

5. The grid displays the following information about each line item including:

   Line item check box	Type	Code	Description
   Vendor	Qty/Hrs	Cost/Flg Hrs	Retail
   Line Total

Note: You can change the order of items on the job by selecting a line item and clicking the Line Position arrows at the right side of the grid.

6. Use the boxes in the right column to verify Line Item Totals By Type, Hazmat and Supply charges, taxes and totals.

7. When you finish entering the job information, click Submit.

Result: The job is saved and the quote window is displayed.

For more information, you can access the Working with Jobs video from the MANAGE SM menu at Help > Video Tips > The Write Up Process > Working with Jobs.