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Service M8 - Coggle Diagram
Service M8
BOOK A JOB
Hit New Job
Enter Cliewnt Name
Enter Job Address
Email, Phone, Contacts
Job Details / Descriptionof
Hit Save
MUST SCHEDULE JOB
This is now in the system in the Calander
Attend the Job
IF INCOMPLETE: SEND TO JOB QUEUE
At the end of every day / Job / take notes as to what's been used out of the trucks
ADD IN NOTES SECTION
IF COMPLETE (GREG ONLY): Hit "Job COmplete"
Order Parts
HIT 'CHANGE STATUS to issue a QUOTE or WORK ORDER
When quoting a job - in 'work completed' section of billing, copy and paste the work completed section into the job description.
INVOICE FOR A JOB
HIT BILLING
Add Item / Service
Copy and Paste 'Lear and Smith' Part Numbers
Press 'Invoice'
Email and SMS invoice
HIT JOB COMPLETE