Editing Custom Jobs


To edit a custom job:

  1. Click Services > Find > Job. Enter criteria to search for your custom job, then select and Edit it. The Edit Custom Job window will appear.

     
  2. The General tab contains information about the final piece; see Custom Job Intake for more information on these fields.
  3. The Tasks tab contains information about the work being done.


    Fields, options, and buttons on this tab include:
     

    Find SKU

    This button allows you to search for a repair SKU by its search keys

    SKU

    Currently selected SKU; only populated if you use repair SKUs

    Description

    Custom job task description; auto-fills if using repair SKUs, otherwise you can always fill in manually; the second description field below it allows you to enter private task notes that the customer will not see

    Who

    The associate completing the task

    Price

    Price broken down by parts, labor, and other; to enter cost you must view Details

    Tx

    Whether parts, labor, and/or other pricing are taxable; default is set via Tax on Services

    Details

    Opens details window for selected task allowing you to enter more information including cost; also allows you to revise prices

    Move Up / Down

    These buttons change the order tasks appear on screen as well as order they will print

    Cancel / Uncancel

    Mark selected task as canceled or, if already canceled, will undo cancellation; if the task is empty this will remove the task line entirely

    Add Task

    Create a new custom job task

  4. The Parts tab is optional and can include both recommended parts from a repair SKU (no link to inventory) and manually added parts entered during initial take in or subsequent edit. Parts added manually can be inventory or non-inventory. If linked to an inventory part, that piece will be consumed upon pick up.


    You can tell if a part is linked to an item by whether or not it displays the Item #.
     
  5. The History tab contains a record of this custom job's activity including all changes. Changes are listed with their previous value followed by the symbols >> and then the new value. For example, "Parts cost changed None >> $495" indicates the part's cost was changed from none to $495.

     
  6. Visit the tabs and make necessary changes. Once a custom job has been marked as done you can no longer edit it unless you "un-done" it. Picked up jobs cannot be edited, but can be adjusted. See Adjusting a Custom Job for more information.

 

Updated on Thu, 01 Jul 2021 by Angela Chiaravalle

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