Service Manager Reference
Service Manager Component Only
Job No
The job number may be an alpha-numeric code, up to 9 digits and/or characters in length. Each job currently in the system must be assigned to a unique number. The starting or next applicable job number can be set via the INSTALLATION Workshop program. See the topic: Service Manager General Options for more details.
Category
The job category. Can be used for dividing jobs into groupings.
Job Name
The job name or description.
Account
Enter the customer account code here if applicable.
Name
The customer's name.
Address (2 lines)
The customer's address or the job address. If an account code is entered and this field is blank, address details from the account will be copied onto the job card.
Suburb
The customer's suburb or the job's suburb.
State
The customer's state or the job's state.
Postcode
The job postcode.
Phone
The phone contact number of the job.
Order No
The job customer order number if applicable.
The e-mail contact address if applicable.
Comment
A line for holding optional comment text.
Use
the notepad facility accessible from the menu for longer comments.
Status
The job status. These include:
Closed
The job has been finished and has been fully invoiced. Closed jobs can be reopened if necessary.
Open
The job is open and current.
If
you will be performing periodic billing on job cards (invoicing the same job card repeatedly over time)
leave the job status set to open. When invoicing you will then not be prompted to close the job
afterwards.
Quotation
The job is a quotation only. Stock and materials assigned to the job will not effect Stock Control. Quotations can be converted into open/active jobs.
Completed
All work on the job has been completed but the job is not yet closed. (This is usually because the job has not yet been invoiced.)
Suspended
The job has been suspended (placed on hold). This setting is usually used to indicate that work has stopped for some reason.
Reference
An additional reference field to optionally be used relating to the job.
Received
The start or "received" date of the job. This date is used by the job cost reporting system if a data range is specified. It defaults to the current date.
Required
The date the job is required to be finished by. If this date is specified, CAPITAL will be able to produce an overdue jobs listing.
% Complete
The percentage of the job that is complete.
Completed
The date the job was completed. If this date is filled in and the job's status is currently open, the status will change to Completed and the % Complete set to 100 when the record is saved.
Discount Rate
The discount code to apply to stock items assigned to this job. For more information on discounting see the topic: Discount Table.
Cost Estimate
This is typically a ball-mark cost estimate. It can be useful to specify a cost estimate in order to examine how close approximate estimates match real costings.
Contract Agreed
The estimated/quoted/target job "billable" amount. If a contract price is specified, CAPITAL will be able to produce a variance analysis of how close your contract estimate came to the actual billed amount. It is also useful for ensuring that jobs are falling within quoted prices.
If
there are no items to invoice on the job and the Contract Agreed is greater
than zero, and the job card has not previously been invoiced, this amount is transferred to the first
invoice that is created for the job card.
Contract Actual
The actual cost of the job. This field cannot be edited.
Department
The department the job applies to. Only applicable if multi-department mode is active.
If you have activated multi-location stock control, the Department field is important. It indicates the default location where stock/materials should be retrieved from.
Tax No
If this job is tax exempt or GST free, enter a code or number here. Otherwise tax is calculated based on the tax rates assigned to the stock items, materials, and labour charges that will be allocated to the job.
You may enter dollar amounts in charge fields. These are then transferred to invoices when jobs are billed. For example you might set-up set fees for cleaning, inspection, polishing, and other kinds of common, set tasks.
When
user charges are transferred to invoices during the billing process, their total value appears under the
Direct Invoice Charges column on the Progress
Statistics screen.
For more information see the topic: Service Manager General Options.
Additional Fields Accessible From the Screen Builder
The default percentage mark-up to apply to labour charges. For example, entering 5 in this field would result in a 5% mark-up on the default labour charge. It should be noted that labour rate codes override the default percentage mark-up if they are used.
The default percentage mark-up to apply to stock charges. For example, entering 5 in this field would result in a 5% mark-up on the default sell price of an entered stock item.
This
field only applies to the Sell Price/Discount mode of stock entry.
Discounts
and Customer
Special Pricing rules override the default stock mark-up if a discount or price rule applies. For
example, if there is a rule that states a particular customer will receive a specific price for a particular
stock item, stock group, etc., and this rule applies to the current entry, the price rule will be used
in place of the standard sell price and stock mark-up.
Copying Account Information Into Service Manager Jobs
When assigning an account code to a job card, name and address details are automatically copied onto the job. If name or address information has already been assigned to the job, CAPITAL will prompt you on whether to replace the information that is already there.
Further information can also be copied onto the job automatically. CAPITAL scans all the user defined fields set-up in the Service Manager and checks if they match any standard customer account fields. If suitable matches exist, they are also copied into the job. For example, if you create a user defined field in Service Manager called CUSTERMS (customer terms) and make it of the same type as that in customers, the terms from the customer account will be copied into the job card.
CAPITAL also checks if any user defined fields in the customer account match user defined fields of the job. These are copied as well, when matching names are found. For example, if you have created a field in your customer account called JOBTYPE and the same field exists as a user defined field in the Service Manager, the contents of JOBTYPE from the customer account is copied into the contents of JOBTYPE on the job card.
When
creating matching fields, be sure to make them of the same length and type. Fields of different types
are not copied.
For
more information on working with user defined fields consult the topic: Screen
Builder.
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Related Topics:
Service Manager Card File Links
Service Manager Copy Quote To New Job
Service Manager General Options
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