Job
This tool enables users to classify and mark customers, jobs, and equipment for better organization and reporting
TAGs
click here when heading to a call
Dispatch
WCA
_____ type of payment requires a photo
Check
Click here when you are ready to complete the call
Closeout
this information includes phone numbers, email addresses, and physical addresses
Contact Details
this feature tracks all pieces of machinery at the property.
Existing Equipment
What does PRF stand for?
Parts Request Form
A consumable or part used is known as _____
Material
What percentage discount does a MJ employee get?
40%
Content Portal
this feature allows users to access and review past billing documents for completed jobs.
Previous Invoices
When filling this out check the box to capture billing cycle.
PA sell Form
Present
this is who I call if I need to reschedule the call before i have arrived.
Dispatch
these entries capture instructions, customer preferences, and key details for each service call.
Request Notes
Clicking here gives you all estimates sold or open.
Previous Estimates
this is where you add all your notes and information for the homeowner.
Invoice Summary
Add materials in this tab
Invoice
Sending a link to your cellular device to take photos that will link to account.
Phone Capture
Click here if you need a part brought out to you in the field.
Service Requisition
Installs
Projects
Needs to be filled out
Plumbing wrap up
When do you use the E-sign Button
no one is home or rental
1. Do this to set a lead 2. Do this to set a follow up of another trade
1. Call sales coordination hotline 2. Message dispatch