Job Details Overlay - Overview

On the Dispatch Board in Service Autopilot (Scheduling > Dispatch Jobs), clicking on the Service in any row will pull up a Job Overlay screen with all of the information attached to that Job.

mceclip0_-_2020-11-11T143249.522.png

The top portion of the overlay shows your scheduling and accounting information and Notes. The status of the Job is on the left of the service name, matching the dispatch icons. The information in the light gray box shows scheduling information at a glance. If the Job is Invoiced and the Invoice is locked, this information cannot be changed without first unlocking the Invoice from the More dropdown.

mceclip1_-_2020-11-11T143305.286.png

Resources assigned to the Job appear as icons on the right and your More dropdown list will let you view the Audit Trail, send Emails or Texts, as well as provide additional options.

mceclip2__83_.png

Accounting information is shown in the dark gray box. After the Invoice is generated, it is best to update any of this information at the Invoice level rather than the Job level. Contacts for the Client will show beneath the Accounting information.  

mceclip3__54_.png

The Notes section allows you to view, edit, and add Notes under four different tabs: Job Notes, Job Comments, Notes to Client, and Invoice Description.

mceclip4__31_.png

The Show links at the bottom above the Save button allow you to see Products, Attachments, and Forms. Each will expand when you click the link.

mceclip5__18_.png

You can view, edit, add, or delete Products to the Job. The button at the right reveals more options regarding the Product. The Note icon will display the Invoice Notes for the Product. 

mceclip6__13_.png

In the Attachments section, you can view, edit, or delete Attachments that were added to the Job on the Mobile Apps or add new Attachments. If you add an Attachment from this overlay, you will need to click Save at the bottom of the overlay before you can see the edit and delete icons.

mceclip7__10_.png

The Forms link will display any Form Responses that have been filled out for that Service. You can also add a Form Response by clicking Fill Out Form. The dropdown list will display all Forms that are associated to the Service on the Job.

mceclip8__5_.png

Was this article helpful?
0 out of 0 found this helpful

Still looking for your answer? How Can We Help?