DESIGN SPECIFICATION

DESIGN SPECIFICATION

Intelligent room schedule specifications can be created with a bit of planning and thought. Having the ability to create your own Headings and Subheadings, with predetermined drop down answers, allows for faster selection and also increased job transparency while reducing errors and missing information.

Spec Questions are located in the Leads and then transferred to the Jobs Page when the lead becomes a Job. These are automatically generated from the Room Types for Residential type clients. The Room Spec Sheets can also be accessed through the Tablet interface link at the top of the main page for Jobman.

Before Setting up Design Specs it is important that Room Types are otherwise known as “Areas” are set up. You need to only setup common types of Area Types that you do most of the time. It is also possible to set up a generic Area Type as Other or similar where the Area Type can be overridden in the Area Spec. This functionality will reduce the creation of random Area Types. 

Area Types display on many screens throughout Jobman to assist with identification of what that Job entails. It is very helpful also in the case of Work Orders.

Design Specifications are setup from two areas under Amin/Jobs

Spec Question Groups

  • This is where we define the heading for the Specification questions. IE Room Details, Tops, Cabinets, Doors, Kickers, Hardware, Notes etc.

This is a sample of what an Area spec sheet can look like from the Tablet interface.

As you will note there is space for 3 columns in the page width. They will keep filling out across and down unless you select to start on new line.

Spec Questions

  • These are examples of how to fill this out. Go through the drop down and define the question.

Note. If you want the question to apply to all Room Types then do not apply any filters.

Answer Type

  • Dropbox; Allows for comma separated answers to display as options for the user to choose from.
  • Textbox; Allows for a one to two-word answer to be typed in a small box.
  • Text area; Makes a page-wide text box for where the user can add notes.
  • Checkbox; Makes a checkbox option for the user to select.
  • Availability Chart; Provides functionality for the user to search Availability Charts for correct selection of an Availability Chart item. It is also possible to define preselected fields when this option is selected. This will assist with untrained persons selecting incorrect data.
    • Stock Type.
    • Brand.
    • Finish
  • Note; Allows for adding text to the Specification Sheet.
  • Duplicate Previous Questions; Allows for duplication on the spec sheet for the question to be duplicated if you want more of this item. You can also specify the number of questions that you require duplicated.

Notes

Old Jobs do not get updated with new Lead/Job Spec questions. If they did then this would potentially corrupt existing data.

Job Specifications only transfer when the Job is made from a Lead. Updated Job Specifications do not get updated in Jobs if done from Leads after the Job has been created. This is because the sale is finished and now a Job.

Quite often the specifications change after the sale and viewing what was sold vs what was changed is required.