Creating a Service Job

Head to the Main Menu -> Operations -> Assets and open the relevant Asset record.

Click the Add Job button in the action bar.

This will add a new Job to the Jobs tab on the Asset record.

And by clicking the appropriate line within the grid above, you’ll be able to open the job sheet and edit it as required.

Head to the Main Menu -> Operations -> Jobs.

This will reveal a list of all the existing Jobs within your system.

To create a new one, you’ll just need to hit the New Job button in the upper right.

For service management, there are a few key fields that should be noted on the job sheet.

The first is the Due Date. This is the date a job (or service) may be due. If we take a car service as an example, you may require a 10,000km/annual service on the 30/06/21. Note: this date is not mandatory, you are able to create an unscheduled job.

For service management, there are a few key fields that should be noted on the job sheet.

You’ll notice there is also a Start Date field. This differs from the Due Date in that it would be used to record the date the service is actually completed (or initiated). For example, the service may be due on the 30th, but it might be completed a number of days before or after, depending on customer requirements.

On the job sheet you’ll also have the ability to add an Asset (this will pre-fill if you create the job directly from the asset record).

If you are creating the Job from the Jobs module, you can add an Asset by clicking the small Add Asset button in the Job Items section.

Note: if the button does not say ‘Add Asset’, click the small arrow beside the button and select Asset.

Once you’ve clicked to add an Asset, you should reveal an Asset and Service selector for the job. Simply use the dropdown list to select an Asset and an associated Service Type. We’ll select the BMW i8 and we’ll add the Annual Service to the job.

When you select the service type, you’ll notice the job is automatically populated with the Service Parts associated with that particular service type (these are the default Parts you added on the service product).

If desired, you’re able to remove or add additional parts to the service using the small red cross to remove items and the small job-sheet/paper icon to add additional items.

You can edit the pricing in any of the price fields throughout the job. Note: if you have set specific pricing for the Service Parts on their individual product records, this will be automatically populated.

And you’re able to add Time (labour) and Comments to the job using the small arrow beside the Add Asset button.

Once the job setup is complete, hit Save and Close at the very top. You’ll be taken to the job record where you can see an overview of the costs, scheduling information and job details – and where you can create Quotes, Invoices or Sales Orders for the Job or Add Extra Detail (including Attachments and Notes).