Quick Add Job Screen

The quick add Job screen is seen when first entering a Job, and simplifies new Job entry. When modifying an existing Job, you will see the full Job screen.

Part 1: Quick Add Job Screen

This screen was created to make putting jobs in the system incredibly easy.

Step 1: Creating a job

• To add a new job, click the new job button
• Select your customer
  • Click on the search bar and search your desired customer. Once they pop up, click on them then click select. 

• (Example shown in the video): If a pop up box appears to notify that this particular customer already has a job setup. Please verify that you want to submit another job for the same customer OR add onto the existing job that is already in place. 

**NOTE: Any message with a “Do not show this again” checkbox are notifications to help you learn how to use the system. Once you feel comfortable with the system, you can dismiss those checkboxes. 

Step 2: Top Table- First column

From the Quick Add Job Screen, start by entering the correct:

• Branch 
• Job name 
• Start date for the designated job, and 
• Time of day in which the work will begin 
  • Time of day can be entered as AM, PM, a specific time frame, or you can select “promised” and type in an exact time in which the work is promised to begin.
    • ***This information is useful for dispatchers to keep track of schedules and expected arrivals. 
• Job address
  • Enter in the location/address of the job.
  • Please add a name to associate with the address if you so choose.
    • This allows you to be able to type in the designated name instead of the full address for future projects taking place at the same location.

Step 3: Top Table- Second Column

• Our Customer tab
  • Presents the customer’s name
  • To see more available information on your customer, click the (...) button at the end of the “Our Customer” tab and select “Open Customer Info.”
• Customer’s main phone number
• Customer rating 
• Ordered By:
  • Allows you to see all of the available contacts for that specific customer through the drop-down menu
  • If the contact you are looking for is not in the drop-down menu, click the (...) button on the right of the drop-down arrow and select “Add New Customer Contact” to fill out the new contact’s information. 
• Click the box for “Site Contact same As Ordered By” if it applies to your job.
• Proj. Manager:
  • Repeat the steps used when filling out the “Ordered By” information box. 
• Sales Rep:
  • This box will default to yourself unless you specify otherwise. 
• Tax Rate:
  • Pick a tax rate via this drop-down menu if that is applicable to you 

****If further notes/information are required for the job dispatcher, please enter it into the “Dispatch Note” box***

Step 4: Top Table- Third Column

• --Check boxes: 
  
• Reviewed 
  • This is designed so that one person can enter the job into the system and another individual can review it. IF you are NOT going to have a review process, you can check that box off from the start.
• Call Before Going
  • Click this box to opt the customer into phone call updates about job schedules and arrival times
  • The scheduler screen will then have a reminder for you to call the customer, if applicable. 
  • Remember!!! Cenpoint offers several options to automate communication with a customer about schedules and arrival times if the customer does NOT prefer a phone call
    • e.g. text messages when the technician starts arriving, ETA for arrival at the job site, text messages the day before the job begins, etc.
• Certified Job
  • Check this box If the job requires certified payroll.
• Charge CC (Credit Card) After Save
  • Click this box if the customer is going to be paying ahead of time, then click the “OK” button at the bottom of the screen. A box will then appear for you to type in that card information so that you can make a charge. 

-Field and number boxes:

• P.O Number box: 
  • Enter your P.O. Number here
•  Req. (requisition) number: 
  • Enter your Job Number here
• Custom Job Fields (*if added*):
  • IF you desire to add custom job fields in this section of the table, please refer to our “Custom Job Fields” Helpdoc (link below) for the proper information to get you started. 
  • “Custom Job Fields” link>> https://help.cenpoint.com/docs/job-and-report-options 
• Category drop-down menu: 
  • This lets you sort your customers by category. You can customize your categories to improve your organization by clicking on the “File” tab, then “List Management,” and “Job Categories.”

Step 5: Task table

• Task box:
  • Use this box to add in the designated task for the specified job. 
  • If you want to search a task (or you cannot find the one that you need) click the (...) at the end of the task box to search and/or add a new task.

• Quantity: 
  • Use this box to fill out the following:
    • The quantity of the tasks that need to be completed
    • The total labor hours/minutes expected for the job 
• Printed Task Notes:
  • Use this box to add in specific task notes (if needed)
• Add More Tasks
  • This box is located on the far right side of the task table. 
  • Click this button if a job requires more than one task, and repeat the appropriate steps
  • Click “modify” or “delete” to manage your tasks as needed. 

Step 6: Scheduled (Work Order) table

Begin scheduling the first day of the job by assigning:

• Technician
• Additional Technician 
  • From this “Quick Add” screen, you can only add two technicians; from the “Full Job” screen you can add as many as you would like
• Start time 
  • This can be adjusted if needed
• End time 
  • This time period defaults based on the amount of hours you placed in the “Total labor hours/minutes” box within the Task table 
  • OR 
  • It will default to an 8 hour work day if the amount of hours entered within the “Total labor hours/minutes” box are too many to complete in one designated day
• Vehicle 
• Continue in Full Job Screen for more specific applications

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