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Job Appointments
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Introduction to Job Appointments

  The Job Appointments section is your go-to resource for efficiently managing the scheduling and execution of jobs. This section covers everything from creating single or recurring job appointments to viewing, managing, and assigning them to service agreements. It ensures that users can streamline their operations by providing clear guidance on setting up jobs, handling unscheduled appointments, and making adjustments as needed. With detailed instructions on assigning jobs to agreements and managing recurring appointments, this section helps ensure that your workflow remains smooth and organized.In addition to job creation and scheduling, the Job Appointments section includes essential steps for confirming appointments and completing jobs. Learn how to manually confirm or cancel appointme...

Creating Job Appointments

  Creating job appointments is a streamlined process that allows users to schedule and manage jobs efficiently. This includes selecting accounts, service locations, and job types, as well as adding appointments with assigned staff and specific time slots. Users have the flexibility to create jobs with or without immediate appointments and can customize details to suit the needs of the task. Once completed, job appointments are displayed on the Work Order page for further action, such as acquiring customer signatures.     Prerequisites: Authorised Users.     Instructions     From the main Dashboard, click the Booking tab

Viewing and Managing Job Appointments

  Suprata provides multiple convenient ways for users to view and manage job appointments across different interfaces. By using the Dashboard, Dispatch page, and Calendar, you can easily keep track of upcoming tasks, adjust schedules, and update appointment statuses. Each of these platforms offers specific tools for managing appointments, such as rescheduling, marking as complete, or placing on hold, ensuring that you have full control over job appointments and can make adjustments in real time as needed. This flexibility enhances efficiency and ensures that all team members remain informed and prepared for scheduled tasks.     Prerequisites: Authorised Users.     There are numerous places to view Appointments:  

Assigning Single Jobs to Agreements

  Assigning single jobs to Service Agreements ensures better organization and tracking of tasks under specific contractual terms. This process allows users to link an existing job to an agreement or create a new agreement directly from the Job page. Once assigned, the job becomes part of the agreement, streamlining billing, scheduling, and management. This feature is particularly useful for maintaining clear and accurate records of services provided under specific agreements.     Prerequisites: Authorised Users.     Instructions     After a job has been created, it can be assigned to a Servic

Creating and Assigning Recurring Job Appointments

Recurring job appointments can be created and assigned to service agreements for tasks that require regular scheduling. This feature streamlines the process of managing repetitive appointments, allowing for efficient planning and scheduling. Users can select or create a service agreement, set the recurring schedule, and customize booking preferences, such as intervals and excluded days.     Prerequisites: Authorised Users.     Instructions     After a job has been created, it can be assigned to a Service Agreement. From the Job page, click the blue Actions button in the top right corner to reveal the menu.

Confirming Job Appointments

  Confirming job appointments ensures that both the service provider and the customer are aligned on the scheduled details. This feature allows users to officially mark an appointment as confirmed, providing clarity and accountability for upcoming jobs.     Prerequisites: Authorised Users.     Instructions     After a job has been created, it can be assigned to a Service Agreement. From the Job page, click the Appointments tab.

Completing Jobs

  Completing jobs is an essential step to ensure that tasks are accurately marked as finished and ready for follow-up actions, such as billing or reporting. This process involves updating the job status to reflect its completion, providing a clear record of progress for both the team and the customer.     Prerequisites: Authorised Users     Instructions     After a job has been created, it can be assigned to a Service Agreement. From the Job page, click the Appointments tab.