Jobs

Overview

This section enablye you to customise the job related settings and communications.

Email

• Reply to email: This is the email replies will be sent to if the customer replies to a job email
• Email CC: This email will be cc'd in all job emails
• Intro subject line: This is the subject line for job emails
• Intro message: This is the email body for job emails
• Show job photos: Whether job photos are attached to job emails
• Attach invoice: Whether invoice is attached to job emails. Only disable if you are using another system to send invoices.
• Attach job sheet: Whether job sheets are attached to job emails

TIP: Use the merge tags to add job / contact specific information. These tags will be replaced with the relevant information when a job email is sent.

SMS

The following job related SMS's are avaialbe for jobs, some are automatically sent by the system, while others are manually triggered. If you switch them onn by default, they will be on by default for new jobs. You can then change the setting per job as required.

• Booking reminder (automatic): This is a reminder that goes to the customer at the period set, prior to the job start time
• Booking changed (automatic) : This is only sent if the booking reminder SMS is sent, and then the job is rescheduled
• Job complete (automatic): This is sent when the technician presses job complete / invoice
• Technician on the way (manual): This message is manually triggered by the technician. They can change the content before sending.

Job templates

Job templates enable you to quickly create new jobs. 

Create a job template

1. Go to Jobs > Job templates
2. Click New template
3. Add the Name, Type, Hours, Tasks and Products
4. Click Save

TIP: You can quickly create new job templates by clicking the clone icon next to a similar template, then editing it.

Job sheet

Job sheets can be attached to job emails to summarise the work done.

• Show tasks list: Whether the task list of checked items will be shown on the job sheet
• Show water test results: Whether the water test results will be shown on the report
• Show chemicals added: Whether the chemicals added to the pool will be shown in the results table
• Show chemical history: Whether the pools chemical history will be shown in graphs on the job sheet
• Disclaimer: A disclaimer you can add to the bottom of the job sheet

TIP: Click Preview PDF at any time to see what your job sheet will look like.

Invoice

Invoices are attached to job emails.

• Show invoice notes: Whether the invoice notes from the technician are shown on the invoice
• Enable SKU on invoices: Whether the SKU is shown on the invoice
• Invoice prefix: Whether you need a prefix on the invoice numbering EG INV - 123
• Payment details: The payment details displayed on the bottom of the invoice

Colours

Colour codes can be added to jobs, and are visible from all calendar views and the technician app.

To add a new color

1. Click New color
2. Add the label
3. Choose the color
4. Press Save