Job Cards Page 3

TSM allows you to setup when we are adding new job it set the employee id to default logged in user.

When this setup is checked it does not allow to complete job/stage/variation if timer is running in respective job/stage/variation.

When this setup is checked it does not allow to show last job completed or done for client.

TSM allows you to setup when we are adding new job it set the job due date job logged date.

When this setup is checked it should in job automatically calculate the estimated end date from job card duration and job date.

When this setup is checked it will charge tax on service fee applied.

When this setup is checked it will display amount inclusive of tax by default.

When this setup is checked it will show job minimum margin popup warning display the actual minimum margin%.

When this setup is checked it will allow duplicate docket numbers in time sheets.

When this setup is checked it includes the job history from customer or Billing customer or site.

When this setup is checked it allow to include the POS invoice defaults to Quoted parts.

When this setup is checked it allow to link primary Assignment with job date/time.

When this setup is checked it enable checklist for Jobs and Equipment.

When this setup is checked and we create job it link primary Assignment with job date/time.

When this setup is checked it does not recalculate the job due date even when Priority/SLA code is set.

When this setup is checked it does not recalculate the received due date even when Priority/SLA code is set.

When this setup is checked it should all equipment for selected customer automatically be appended to the job card when created.

When this setup is checked and when selecting equipment add to job do not ask to remove existing equipment if it already exist.

When this setup is checked it will highlight any equipment which is previously serviced.

When this setup is checked it will highlight any equipment which is not linked to any maintenance contract.

When this setup is checked it will automatically expand BOM or kit into its component parts when added as job equipment.

When this setup is checked job maintenance button lookup equipment against site id otherwise it will lookup equipment against customer, bill customer and site.

When this setup is checked it automatically create a maintenance contract or link to an existing contract job linked equipment when the job is completed and equipment is not already linked to contract.

When this setup is checked it should the Billing Customer id be automatically changed when equipment is added to job card from maintenance button.

When this setup is checked it enable the equipment counters.

When this setup is checked tsm warns when we assigning customer id to a job if open quotes exist for that customer.

When this setup is checked tsm warns when start time conflicts with another job.

When this setup is checked tsm warns when we save a job which don't have any employee assigned.

When this setup is checked tsm warns when we complete a job which don't have any employee assigned.

When this setup is checked tsm warns when same job order number and reference number is entered.

When this setup is checked tsm warns user that customer credit limit is exceeded whenever job changes are made.

When this setup is checked tsm warns whenever a job changed that has been sent to Tsm Mobile .

TSM allows you to setup each contact to enforce compulsory entry of the Job Card order number. This is ideal when you have been advised by your contact that they will not accept an invoice unless accompanied by one of their order numbers.

However, what if your job card has a different Billing Customer ID from the Job Customer ID? Which customer’s order number enforcement rule do you follow? Select the Job Customer, The Billing Customer or either customer to determine whether the order number is compulsory.

When sell price calculations are made for items purchased, and labour type is picked for new jobs this settings toggles the source to be either the Job Contact’s the Billing Contact’s defaults.

TSM can accommodate two different types of Job Card warranties.

Job Card warranty applies to the job as a whole where a single warranty covers the whole job. This is the usual method of warranty and is useful in situations when you carry out a single service job and provide warranty for that service.

Item based warranty provides individual warranties for each item placed on a Job Card. An example of this would be for pest control where a Job Card could have cockroaches covered for 6 months, ants for 3 months, spiders for 12 months etc.

When ever you first look at a Job Card, should the Contact screen initially display the Contact’s Address or the Contact’s Note.

Should the Customer’s home or work phone number be put onto the job card?

The Job Priority code is used to calculate the due date of the job based on a response time. Should the job due date be calculated from the date the job was logged or the date Received?

Average travel time in hours to be added to each time used calculations in employee Productivity Report.

This enables you to round the time billed to the nearest quarter or half hour or whatever period you want. Enter time in minutes or leave blank to disable time rounding.

This option gives you a counter-measure against accidentally adding parts to jobs that have already been completed. TSM will warn you whenever you add parts to completed jobs.

Selecting this will automatically set the Job Due date to be the same as the Job Log date whenever you create a new job card. Leave this unchecked if you want the Job Due date to default to blank.

Select this option if you want the Customer Search screen to pop-up whenever you enter a Customer ID on the Job Card even if an exact match is found.

Automatically send the Job Card by email to the customer whenever you complete the job.

If the employee assigned to a time sheet has his own labour type set in employee maintenance, selecting this option will force TSM to use that labour type rather than the default job card labour type.

Should the Site ID of a new Job default to the Customer ID or should it remain blank.

When calculating the minimum fee to charge on a job, should the calculation include the parts total or should it be restricted to labour and other fees.

This enables entry of dimensions and unit quantity on the Parts Used screen.

If the employee group setting is never used on time entries, it can be disabled using this option.

A warning message will come up if a job is saved and the employee is blank.

Should a new job window be launched whenever searching for a new job number from Job Centre, Visual Scheduler etc. If selected, a new job window will pop up each time you view jobs from the Job Centre or Visual Scheduler. If unchecked, existing job window will change to the new job as long as the job is not being edited. If it is being edited (Save / Cancel buttons visible) then a new job window will be launched anyway.

If this is ticked, a PDF document will be created using the default Quote report, stored and attached to the job at the point of unticking the “Quote” box on a Job card.

This option enables automatic calculation of the end date, based on the job cards entered date and estimated duration.

Show product discounts on parts used when a customer discount is applied.

Should the Billing Customer ID be automatically changed when equipment is added to a job using the Maintenance Button.

A warning will pop up if a timesheet is saved whose time-span overlaps any part of the time-span for another timesheet with the same Employee ID.

A warning will pop up if a job is saved with a start time that matches that of another job for the same employee.

A new customer card will be created is an unknown Customer id is entered into the Quick Job or Helpdesk module. If this is not ticked, a search screen will pop up for any unknown Customer IDs.

TSM allows you to Enable or Disable HRA tab with this setup,if this Enable HRA setup is checked then only we can see HRA tab in job card and add HRA for a job.

TSM allows you to Enable or Disable Tasks tab with this setup,if this Enable Tasks setup is checked then only we can see Tasks tab in Job card ,Wide Jobs,Help Desk,Wide Help Desk,Customers,Suppliers, Visual Scheduler and add Task.

Select the text to use on the Job Card Customer Approval - Terms & Conditions report.

Enter text for the First paragraph, Main body and Customer acknowledgement part of 'Terms and Conditions.'