Repair-CRM facilitates efficient job management through distinct job statuses, filters, and special modes. Each job status represents a unique stage in the workflow, while filters assist in sorting and viewing jobs based on their progress. Additionally, special modes like "Enable Finalizing Step" and "Job Quick Close Workflow" offer tailored workflows to meet various operational needs. This article elaborates on these aspects to help you navigate the job management process seamlessly within Repair-CRM.
Job Statuses:
Unscheduled:
No scheduled date has been assigned. Upon scheduling a date, the status automatically changes to Unassigned.
Unassigned:
A date has been scheduled, but the job has not yet been assigned to a technician. If the date is removed, the status automatically reverts to Unscheduled.
Pending:
The job has been assigned to a technician (who has been notified) and is awaiting acceptance. In Automatic job confirmation mode, this status is bypassed, and the status directly changes to Scheduled.
Rejected:
The technician has declined the job.
Scheduled:
The technician has accepted the job and has taken it over for execution.
Started:
The executing technician has initiated the job.
Paused:
The executing technician has paused the job.
Finalizing:
The job is being finalized by the executing technician or someone with dispatching privileges.
Special Mode: This status is utilized when the "Enable Finalizing Step" mode is activated, allowing admin or manager users to modify work orders, change prices, or add materials before sending them to the client or transferring to QuickBooks for invoicing. Without this mode, jobs closed by technicians are sent directly to the customer and are finalized, preventing further edits.
Rating:
The job has been finalized and is awaiting a rating from the customer.
Remark: In the Job Quick Close Workflow mode, clients do not receive emails with the PDF and are unable to rate the jobs as they move directly to the Closed status.
Remark #2: This status is automatically skipped if the client does not have an email address.
Closed:
The job has been closed (either the rating period has expired, or it has been rated).
Remark: In the Job Quick Close Workflow mode, jobs transition to this status directly post-finalization without client interaction.
Job Filters:
New: Filters for jobs with statuses of Unscheduled, Unassigned, and Rejected.
In-Progress: Filters for jobs with statuses of Pending, Scheduled, Started, or Paused.
Closed: Filters for jobs with statuses of Finalizing, Rating, or Closed.
Conclusion: The job statuses, filters, and special modes in Repair-CRM are designed to offer a flexible and organized job management experience. Grasping these features will enhance workflow, communication, and overall operational efficiency.