Log a job

1. Open Jobs and select New job.
2. Find the customer, then choose the Site, the Contact and any Assets involved.
3. Choose the Job type. It suggests a Priority and an Estimated duration (minutes).
4. Write a Summary for your team, and a Description (customer-visible) if you want the customer to see what’s being done.
5. Add the Customer order number if they gave you one.
6. Select Create.

The job starts at New Job and waits in the planner’s Unassigned list.

Things Sustainable ERP checks

• Customer on stop. You’ll see This customer is on stop and can choose Log it anyway. Your company can also block new jobs for on-stop customers in Settings → Priorities & SLAs.
• Retired equipment. Using a retired or decommissioned asset needs a reason.
• A different priority. If you change the suggested priority, say why.
• A maintenance contract. If the site is under contract, you’ll see “Covered by contract…” with the contract’s attend time. The job uses the contract’s SLA and is charged as Contract if labour is covered. More in Contract SLAs.

Next

Book a visit

If the customer uses the customer portal, they can follow the job there and add comments. Their comments appear on the job’s notes with their name, and the office is alerted.