Job Cards Page 3

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 TASK tab with this setup, if this Enable TASK setup is checked then only we can see TASK 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.'