Adding Jobs
Service Jobs can be added from 2 different points: the 'Jobs -> Add New Job' menu, or by clicking Add Job on the Customer Details page.
Method 1: 'Jobs -> Add New Job'
- Click 'Jobs -> Add New Job'
- Search for a customer using the text box on the left. This box will search for customers by: Name, Email, Phone, Mobile, Email & Address
- Once the customer you would like to add a job for has appeared on the right-hand-side, click on their name.
- You will now be redirected to the 'Add Job' page for that customer.
- Continue to the 'New Job Details' section below.
Method 2: 'Add Job' button on Customer Details page
- From the customer details page, click the 'Add Job' button.
- You will now be redirected to the 'Add Job' page for that customer.
- Continue to the 'New Job Details' section below.
New Job Details
1: Customer Details
The customers details are listed here. They cannot be edited from this screen - to edit them, click the customers name to be taken to the Customer Details page.
2: Booking Details
See the table below for details on each field.
| Item | Description |
|---|---|
| Assigned To | The staff member/tech this job is assigned to. Check the 'SMS' or 'Email' box to send a message to notify them of this new job. |
| Store | If you have multiple stores, select the appropriate store for this job. |
| Warranty | If this is a warranty repair, select the appropriate warranty type from the dropdown. Additional fields will appear if any warranty type is selected. |
| PC ID | If this computer has an associated PC ID, enter it here. This will link this job to the PC ID in ShopManager's Computers database. |
| Quote First | Check if the customer has requested a quote before performing repairs. |
| Important Data | Check if the customer has informed you they have data they must keep. |
| Priority Job | Check to mark this job as 'Priority'. This will bump this job above other non-priority jobs in the Job List queue. It will also add a 'Priority Fee' as defined in shop_manager if applicable. |
| Alt Contact/Phone | If there is an alternate contact for this job, enter their details here. |
3: Job/Repair Details
See the table below for details on each field.
| Item | Description |
|---|---|
| Type | Select the type of system/job. Configurable in shop_manager. |
| Brand | Enter a brand, or select one from the dropdown menu. Dropdown configurable in shop_manager. |
| Serial Number | If you wish to track serial numbers, enter it here. |
| Accessories | Check the check-boxes appropriate for each accessory the customer has supplied: Power, Bag & Other. Additional Dymo labels will be printed for each accessory supplied. |
| Password | If the computer has a password, select 'Yes' and enter it in the text box that appears. If not, choose 'No'. |
| Notes | Notes for the job - damage, special requests, etc etc. |
| Description | The details for the job - what repairs/service/upgrades are requested, what faults are to be diagnosed, etc. |
| Common Jobs | This dropdown will populate the 'Description' field when selected. Configurable in commons. |
4: Add Job
To just add the job, click 'Add Job', or to print a receipt after adding, click 'Add Job & Print Receipt'.