The Job List module is designed to track all open installations and services. The database contains all contracts and allows a search of those contracts based on the Install Stage. The list can be used as a tracking aid from contract creation, through to the final installation and payment.
The Job List also an indicator for Lead Safe Renovation jobs, ensuring a qualified installer is scheduled for the installation. When a contract contains a lead containment line item, the Cap column on the Job List will display the word Lead and is highlighted. The cap color and cap type are also displayed in the Cap column.
All columns except the Install Stage can be sorted on. Simply click the heading at the top of the column to switch the order to ascending or descending.
Any install stage used on a contract can be used as filter criteria in the Job List. To Be Ordered and Scheduled are the most common install stages. Other stages are Ordered, Confirmation Received, Ready To Install, Service Required, Scheduled, Incomplete, Complete - Unpaid, Complete - Paid and None. At the time a job is scheduled from the Job List, the install stage is automatically set to Scheduled.
Estimated Delivery Date
The Estimated Delivery Date is provided by the manufacturer, and should be manually entered in each contract.
Locate a Job from the Search Results
- To locate a list job from the Job List, select one or more Install Stages by placing a check mark in the corresponding box.
- Place a check mark in the Estimated Delivery Date box.
- Enter a date range.
- Click the blue Update button.
Scroll through the list to find a specific contract, or apply a refined search by using the browser search option Ctrl + F or F3 (control find). Type in the search criteria in the Find: search box in the upper left hand corner of the browser window. The total number of results will be displayed and each matching result will be highlighted. Scroll through the list or click Next and Previous to find the item.
Viewing and Accessing Customer and Contract Information
To see a thumbnail view of the customer information, mouseover the name listed in the Customer column. To access it, click on the Customer Name. To see a thumbnail view of the contract information, mouse over the Contract number in the Contract No column. To access it, click on the contract number.
Changing Install Stages
Install Stages can quickly be changed by double clicking in the Install Stage field. When it is highlighted in blue you can scroll through the available stages. Click out of the field when the correct stage appears in the window. MetricWise does not recommend using this method to result jobs as Complete Unpaid or Complete Paid, because it does not update (Result) the related appointment and the Installed By and Install Date fields on the contract will not autofill. This action would also adversly affect the Installer Pay Detail report.
Scheduling a Job
Installation and Service appointments can be scheduled by clicking the blue Schedule button.
Pending Orders (optional)
MetricWise can be configured to enable an Order Status field for any product. If an item is on order and the Order Status is manually set to Ordered, the blue Schedule button on the Job List is replaced with a green Pending Orders button. This visual indicator ensures the job cannot be scheduled until the order has been received and the Order Status has been changed.
An Order Status of Ordered or Confirmed will show up on the Job List as a Pending Order. When the Order Status is changed to None or Received, the blue Schedule button will be accessible on the Job List. The Order Status can be changed directly from the Job List. Simply click the green Pending Orders button. A Status Change Confirmation dialog box will be displayed. If OK is selected, the Order Status is changed to Received for all items on the contract. Changing the status of a Pending Order does not affect the Installation Stage of the contract. However, the reverse is true: if the Install Stage is changed on the contract, the Pending Orders button is removed and replaced with the Schedule button.
To enable the Order Status for a specific product or products, please contact MetricWise Support.