Repairs, custom, assembly, and build jobs all share the same Find Jobs filter. This filter contains a Job Type drop-down menu that allows you to select one or more job types to include in your search.
To find an existing job:
- Click Services > Find > Job. The Find Jobs window will appear with the General tab selected.
Fields and options on this tab include:
Customer
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Opens the Customer Find filter allowing you to search by customer criteria
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Sale #
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Searches for jobs on a specific sales transaction
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Job #
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Search for a specific job #
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Store #
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Search for jobs in a specific store
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Envelope #
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Search for a specific job envelope
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Location
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Search for jobs in one or more locations
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Loc Type
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Search for jobs by the type of location
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Description
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Search for jobs by their description
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Task SKUs
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Search for jobs with one or more repair SKUs
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Intake Assoc
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Search for jobs by associate that processed the intake
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Job Type
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Choose types of jobs to include
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Notifications
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Search for jobs based on notification criteria
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Express Service Only
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Only include jobs marked Express Service
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- Enter desired criteria, then click on the Status/Dates tab.
Fields on this tab include:
Entered
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Search for jobs by date they were entered
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Original ETA
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Search for jobs by original ETA date
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Revised ETA
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Search for jobs by revised ETA date
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Complete
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Choose between searching for complete, incomplete, or all jobs
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Picked Up
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Choose between searching for picked up, not picked up, or all jobs
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When Picked Up
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Search for jobs by date they were picked up
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Canceled
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Choose between searching for canceled, not canceled, or all jobs
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Price Change
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Search for jobs that had a price change on a date or date range
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Any Change
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Search for jobs that changed on a date or date range
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Estimate Only
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Choose between searching for jobs, estimates, or both; additional choices allow you to filter by whether estimate is open or approved
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Adjustment
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Choose to search for jobs based on whether there has been an adjustment made
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Adjustment Date
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Only visible if searching for jobs that have had an adjustment; allows you filter by date adjustment done
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- Enter desired criteria, then click OK. A list of matching jobs will appear.
If included in your search criteria, any picked up jobs will appear grayed out.
- From here you can Edit an existing job or use Print List to get a print out of matching jobs.