Viewing Jobs Associated With the Service Location

Use the Jobs At Service Location window to view jobs associated with the service location selected on the Service Manager window. The Jobs At Service Location window defaults to display active jobs. You can change this view to display all, active, inactive, or closed jobs by selecting the View drop-down above the scrolling window.

Examples of how this window may be used:

• A customer requests service, and the dispatcher identifies it as part of an ongoing job at the location.

• Another customer seeks service for a newly installed component; the dispatcher verifies the recent installation and sends the original technician.

• For an emergency service call, the dispatcher notes a technician is already present for a separate task and redirects them to address the emergency.

To access the Jobs At Service Location window:

1. Go to Service Management > Service Manager.

2. On the Service Manager window, select the customer and location. The Jobs indicator is displayed if the service location has an associated job.

3. Select the Jobs indicator to open the Jobs At Service Location window. The window displays the following information:

   • Job Number

   • Description

   • Project Manager

   • Division

   • Status

   • Last Appointment Date

   • Appointment Number

   • Appointment Description

4. You can view additional information for each job:

   • Click on a job and choose Select to open the Job Maintenance window with the job auto-populating.

   • Right-click on a job to view the context menu. The available options may vary depending on the job. For example, the Open Job Appointments option won’t display on the menu if the job has no appointments.

     • Open Job Maintenance: Opens the Job Maintenance window with the selected job auto-populated. For more information, see Job Maintenance.

     • Open Job Status: Opens the Job Status window with the selected job auto-populated. For more information, see Job Status.

     • Open Job Appointments: Opens the Appointments window with the select job’s appointment information auto-populated. Additional appointments are displayed in the Appointment View section. See Scheduling Job Appointments.