MOBIL INVOICE
QUESTION
#1 is there a way to see how much time you worked on a job without hitting the complete button?
#2 is there a way to have the time on and off the job printed on the invoice?
#3 what is the proper way to handle a call when you have to return to a call with parts?
#4 what if one technician starts the job and you have to send another tech to finish the job and with parts.
Comments
Jim,
Sorry you went a couple weeks w/I responses. I'll take a shot.
1) Not that I:'m aware of
2) It is possible to add time on and time off, at least for the first 3 techs. It's done on the Invoice design in the shop. You can also print total hours and travel time if you so choose. You won't see this on mobile until you've completed your invoice and it's been imported back at the shop. At that point you can bring up the pdfs of your invoice on mobile.
3) This depends on your policy. If you are charging the customer for the time to fetch parts, just leave the tech on the job. if not, put the tech off job if they will return the same day. If they are returning on a different day, have them complete themselves for the day and call dispatch and have them add the same, or different tech on the agreed on date and time.
4) See 3 above, just assign a different tech on the next day. ESC will assign a percentage of the job to each tech based on hours worked. You can adjust this on the invoice tech tab as necessary.
Hope this helps.
ESC will assign a percentage of the job to each tech? Really?
We have staff that has to manually enter tech time on jobs for almost every dispatch. Of course, that may be because they don't sign out when complete, use traveling, or on job as they should. We manually adjust and put the percentage in.
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