To read how to add the job status widget to your reporting dashboard, please click here: Reporting dashboard.
The job status widget will show all of the jobs that have not been completed. A completed job is a job that has been fully invoiced and where no further works are to be carried out.
When clicked, each section expands into a full report which can be customised, filtered, printed, saved and exported to excel.
The columns in the reports can be customised and filtered to show contact details such as an email address and phone number. To see how to customise your reports, please click here: Running and customising your reports.
Without a diary event
The above filters are automatically added to this report. These are all of the jobs that have been raised but do not yet have a diary event against them. This will be particularly effective for office staff when chasing customers for appointments and trying to fill entries into the diary.
In progress
The above filters are automatically added to this report. This will show all jobs with future diary events.
Needs attention
The above filters are automatically added to this report. These are all of the incomplete jobs that have at least one diary event in the past but does not have a future diary event. For instance, the job might not have been completed due to parts needing to be ordered. All of these customers will need to be contacted to book in their next diary event, or the job could be manually completed if it was left open in error.
On hold
The above filter is automatically added to this report. These are all of the jobs that are on hold. This could be due to awaiting access or hard to obtain parts.
Completed
The above filter is automatically added to this report. These are all of the jobs that have been completed but need to be invoiced, or made "free of charge". Once the final invoice has been raised, the job will be closed.