Setting up Jobman

GENERAL SET UP INFORMATION

GENERAL KNOWLEDGE

JOBMAN USER TRAINING

STANDARD SETTINGS & OPTIONS

DATA HANDLING WITHIN JOBMAN

STAGE 1 - SET UP

CUSTOMER SOURCE

LEAD OPERATION TYPE

LEAD OPERATION SETUP

LEAD TARGET LEAD TIME

OPERATION SET UP

TARGET LEAD TIME

LEAD EMAIL TRIGGERS

PASSWORD SECURITY

OVERHEAD & PROFIT PERCENTAGES

PURCHASE ORDER & INVOICE SUBJECT LINE / FILE NAME

CALCULATING PROFIT MARGINS

OPERATION PERCENTAGE COMPLETE

JOB APPLIANCE DETAIL – PDF ORIENTATION

INVOICE REFERENCE PREFILL

TARGET CALENDAR TEMPLATE PREFERENCES

OPERATION TYPE ID & DELIVERY DATE

CAPACITY PLANNING

PRODUCT OPERATIONS

SUNDRY CATEGORIES

STAGE 2 - SET UP

STOCK SUPPLIERS

DOWNLOADABLE TEMPLATES

DEFAULT TEMPLATES – QUOTES & INVOICES

TEMPLATE VARIABLES

DUPLICATING & CUSTOMISING TEMPLATES

STAGE 3 - SET UP

CORRO TEMPLATES

CORRO FILE ATTACHMENTS & VIEWING

FORM QUESTION GROUPS

PAY RATE AWARDS

JOB DETAILS GROUPS

APPLIANCE SUPPLIERS

APPLIANCE SUPPLY TYPE

APPLIANCE VARIANT

APPLIANCE BRAND

APPLIANCE MODEL

JOB APPLIANCE DETAIL STATUS

PRODUCTS & STYLES

PRICE MATRIX AXES

QUOTE TEMPLATES

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DELIVERY AREAS

Setting up Jobman CONTACTS DELIVERY AREAS

Delivery Areas can help filter Installations, for example to areas that are in the same location.

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