Introduction
Master your workflow in Arborgold by learning how to navigate and manage the Job Details page. This guide walks you step-by-step through accessing, understanding, and updating job information to keep your team and documentation organized.
Accessing the Job Details Page
Step 1: Open the main dashboard and locate the Jobs module. Use the search or filters to select the job you need.
Step 2: Click the tab next to Information at the top left and select Details to open the Job Details page.
Understanding the Main Tabs and Dates
Step 3: Begin with the date fields to track each phase of the job. Review these in the following order:
- Accepted Date: Marks when the proposal was accepted, either manually or online, and when it moves to Work Order status.
- Work Order Job Status: Displays the current stage the job is in.
- Start Date: Shows the first scheduled date for services in the job.
- Completed Date: Records when the job status is set to Completed, done manually for each job.
- Jobs Completed: Use this button to move jobs to Completed status in batches.
- Generated Date: Indicates when a job was created using the Renewal feature or Copy Job function. Jobs created by estimators shouldn’t be moved to Generated status to ensure correct reporting.
Managing Job Status and Reasons
Step 4: Track changes in job status with these key dates and tools:
- Cancel Date: Set when the job is moved to Cancel Job Status from Work Order, done manually per job.
- Hold Date: Indicates when a job enters Hold status. Always add a reason and use job tags to specify when to remove the hold.
- Decline Date: Records when a job is moved to Decline status from Proposal, either manually or via online acceptance.
- Canceled Reasons: Find these beside the status dates. Click Add new to enter a reason, then press Save to store it.
Additional Job Information
Step 5: Log sales and progress details here:
- Opportunity Status: Track job-related sales opportunities and their progress. - Action Date: Note key follow-up or review dates as the job develops. - Finished: Mark when a job is complete from a sales perspective.
Preference and Tracking Fields
Step 6: Use these fields to optimize scheduling and client communication:
- Preferred Start Date & Preferred End Date: Set desired date ranges for job execution, useful for contracts and proposals.
- Ad Source: Track how the customer heard of your business or what campaign brought them in. - PO Box and PO Number: Store client mailing details and any relevant purchase order numbers.
- Group Class: Assign a job to a customer class for better organization. - Tracking Number: Log shipment or delivery information tied to the job.
- Call First: Select this checkbox to alert crews to call the client before visiting.
- Send Future Renewal: Use this checkbox to include the job in renewal batches at the end of season.
Service Surcharge Settings
Step 7: Automate additional fees using the Service Surcharge options:
- Set a surcharge price or percentage that’s automatically applied to invoices for the job based on the service totals.
Job and Proposal Notes
Step 8: Keep the team and customers informed with clear notes:
- Proposal Notes: Shown on client proposals. - Job Notes: Visible to crews in the Mobile Crew app and work orders. - Office Notes: For internal use only, not included on any templates.
Conclusion
You’re now equipped to navigate every aspect of the Job Details page in Arborgold. With organized information, clear status tracking, and robust communication fields, you’ll keep your operations running smoothly and your clients well-informed.
Frequently Asked Questions (FAQs)
1. How do I update the job status on the Job Details page in Arborgold?
To update a job’s status, use the status dropdown or button in the job summary section on the Job Details page. Select the appropriate status (such as Scheduled, In Progress, or Completed), and save your changes to update the job for your team.
2. Can I attach files or photos to a job from the Job Details page?
Yes, you can attach files like images or documents. Use the Attachments or Files section within the Job Details page to upload items related to the job for easy reference and record-keeping.
3. Where can I view the job’s communication history with the client?
On the Job Details page, check the Communication or Notes section for all logged emails, messages, and notes associated with the job. This lets you view the complete history of interactions with the client in one central place.