Job description templates

Previously called: Job descriptions

Purpose: Job description templates is a feature or capability to expedite the job creation process by using pre-designed templates. These templates come with predefined elements such as job report templates, pricing items, and labor rates. This streamlines the job creation process by providing pre-configured structures for various components, saving time and effort in setting up each job from scratch.

Add job description

  • Profile icon > Settings > Jobs > Job description templates > View.
  • Add job description > Fill in all the required fields below > Save.
    • Job description - Assign the title for the template.
    • Time to complete - Select the Job duration from the drop-down box.
    • Online portal price - Quoted amount.
    • Appear in customer login portal - Check the box if you want this Job description template to be visible in the Customer portal.
    • Appear in website integration - Check the box if you want this Job description template to be visible in the Website booking portal.
    • Colour on diary - Assign the colour for the Job description template to display on the diary.

NB: Optional settings are required for the Website booking Portal.

 

Configure job description

Configure > Complete the sections on the left > Save and close.

Job template

Default Job value

  • Job notes - An instructions for engineer or notes about the job description.
  • Skills - This allows the system to assign the correct engineers.
  • Quoted amount - Enter the amount you want to quote for the job.
  • Service reminder - You can assign up to three service reminders per Job description template.
  • Invoice category - If you use invoice categories then you can assign one.
  • Priority - Set the importance of the job.
  • Schedule appointment - Check the box if you would like to add a diary event.

Related guides:
📘Skills
📘Service reminders
📘Invoice category

 

Mobile Experience

Set up the questions you would like included in your arrival report and job report. 

  1. Arrive workflows
    • Arrive question: Search the Arrive workflow > Select from the drop-down box
    • Default: If you have multiple workflows, you need to select 'Yes' against the one you wish to be the default for the Arrive workflow template.
    • Action: Delete the arrive workflow template > Save.
  2. Job report workflows
    • Job question: Search the Job report workflow > Select from the drop-down box
    • Default: If you have multiple workflows, you need to select 'Yes' against the one you wish to be the default for the Job description template.
    • Action: Delete the job report workflow template > Save.

Invoicing

  1. Pricing items: Define your pricing items related to the job description using the table, set the minutes included and whether the time is carried forward > Save
  2. Labour rates: Select your labour rate from the dropdown > Save
  3. Automatically invoice: Add rules to automatically invoice. You can add multiple Automatic invoice rules per Job description template.
    • Click 'Add invoice rule'.
    • Complete the Side panel > Save.
      • Customer type: Select the Customer type from the drop-down. If you want to assign more than one type you will need to add multiple Automatic invoice rules.
      • Rule: Select from the dropdown box.
      • Set invoice as draft?: Tick the box if you want the invoice to be raised as a draft.
      • Description: Type the Invoice description assigned to the particular Job description template.
      • Invoice breakdown: Select the type of Breakdown required from the dropdown box.
      • Invoice category: Assign the Business units if required.
      • User group: Select the user group from drop-down.
      • Email: Choose from the dropdown if you want the invoice to be sent.
      • Default nominal code: Assign a default Nominal code, this will apply to all line items.

NB: Automatic invoice rules override the Default values.

Related guides:

📘Customer types
📘Pricing items
📘Labour rates
📘Invoice types
📘Business units
📘Nominal codes

 

Booking portal

If you use the website booking portal, you can choose how many days ahead the route optimization considers for the first available appointment. 

  1. How many days after the current date do you want to show appointments for: enter the required number of days into the box.
  2. Engineers to be used for scheduling: Choose the option 'All engineers with given skills' or 'Select engineers'. Ensure you select all the required engineers from the dropdown.

Please note:

  • These settings only apply to your Website booking portal. These additional rules are not considered if the job is being booked via Suggested appointments, Service reminder portal or Work address booking portal.
  • If there is more than one Skill in Default values, only engineers with all skills with be shown.

Related guide:
📘Website booking portal settings

Clone a job description template

Clone > Type 'Clone' > Clone.

Edit a job description template

Edit > Amend the changes > Save.

Delete a job description template

  • If the job description has not been used > Type 'delete' > Delete.
  • If the job description has been used > Type 'archive' > Archive

Please note:

  • Job description can only be deleted if it has not been used in Commusoft.
  • If the Job description has been used, it will be archived.
  • Both Delete or Archive are permanent and can not be undone.