GENERAL SET UP INFORMATION
STAGE 1 - SET UP
STAGE 2 - SET UP
STAGE 3 - SET UP
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JOB SPECS

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

Spec Question Groups

  • This is where we define the heading for the Spec Questions. IE Room Details, Tops, Cabinets, Doors, Kickers, Hardware, Notes etc.
  • The Order specifies where the specific Spec Question Group is located in the Spec Sheet.

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 Types explained:

  1. Dropbox: Allows for comma separated answers to display as options for the user to choose from.
  2. Textbox: Allows for a one to two-word answer to be typed in a small box.
  3. Textarea: Makes a page-wide text box for where the user can add notes.
  4. Checkbox: Makes a checkbox option for the user to select.
  5. 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
  6. Duplicate Previous Question:  Allows a user to duplicate a previous spec question. Users can also configure the amount of previous questions that you would like to duplicate on the spec sheet.

 

Example Spec Sheet 

 

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.