This lesson will show the life of a job within a Electrician business, this business has an admin staff member, an accountant and two electricians. Although we have used an electrician business for this example, the job process is very similar for a plumber, locksmith, fridgy, etc. Basically any business that does work on site and has an admin person and techs.
Client calls, they need two power points moved
Status has been set to Work Order as the client doesn't want a quote.
Admin takes the phone call, takes down the customers details and the work required.
When John gets to the house he re-opens the job
John can see the work he needs to do and has the client's information on the job card.
John then moves on to his next job - This job is now in the accountants responsibility
This business has an accountant, for business' that don't this job would fall back to the admin staff.
Online: On the Invoicing tab under awaiting approval, the accountant approves the job.
The awaiting approval status would is used when management want to check all invoices that go to clients, in this case, john would have chosen not to issue the invoice and it would be done after approval.
The job will now move to the Paid tab
The accountant may issue a receipt of payment by email.
The client may want a receipt of payment, this is done by producing an invoice one payment has been received.
The job will remain on the paid tab for 2 weeks before disappearing, from there the job will be stored in the system forever for reference. Old jobs are brought up using the search function on the dispatch board.