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 Job 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.
Job Specs are setup from two areas under Admin/Jobs
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.
Answer Types explained:
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.