We’ve recently added some new features and functionality to how jobs can be viewed and scheduled using the Map filter on the schedule view. Here’s a brief walkthrough of how to utilize this feature within your ServiceWorks account:
To begin, first login to your ServiceWorks account. By default, the initial screen when logging in should be in the Schedule view.
In the lower right hand corner of the screen, you should see 4 icons. Click the second button with the map icon to change this view to the map filter.
Now in the map view, you should be able to view the currently scheduled jobs for the current day as numbered GPS pins, as well as your technician’s starting and current locations. To zoom in to your jobs, hold Ctrl while using the mouse wheel to adjust your view of the map
Now, whenever a scheduled job pin is clicked, the information relating to the job will appear as a popup on the left-hand side. Here’s a quick breakdown of all the parts of this menu
Job Information
The first section of this popup will include the job number, which is also a direct link to the job, and the jobs current status
Customer Information
In this section, you can view the customer’s name, address, phone number and the zone their location resides in (if created)
Job Description
Here, you can view the current jobs description
Product
If any items or products are added to this job, you’ll be able to view their product family information here.
Schedule
In this section, you can view the jobs scheduled date and the technician it’s currently assigned to
You can also edit the job information by clicking on the pencil icon. This will allow you to edit the time of service, date, and specific time frames and assign a technician using the drop-down field. When finished, click the save icon to store your changes
Job Status
Here, you can edit the jobs current status by selecting one from the drop-down field
Notes
Use this section to view any customer or trip notes added to this job. You can also edit and add new notes by clicking the pencil icon to open the editor, and the save icon to store your changes once finished
Job Options
And in the final portion of this menu, you’ll have the option to check your technician’s current availability with the Check Technician link, use the Clone button to replicate the job, or Print to bring up a printable version of this job’s invoice
Once finished, click save to continue.
Another feature of this new view is the ability to reassign multiple jobs at once! From the map filter in the Schedule view, hold Ctrl and click on multiple job. They should begin to appear in a list off to the right.
You can use the professional dropdown box to assign all the jobs in the list to any of the professional users within your account. This can be done for multiple technicians, so use as many as you’d like, then click Save to continue (Note: The last technician name selected on a job with multiple techs will be designated as the lead tech.)
And once saved, the jobs will now be assigned to your selected technician(s). You can also click the bin icon to unassign the jobs on the list for reassignment at a later time.
And that’s going to conclude this tutorial on our newest update to the software! Feel free to check this out, and stay tuned for more improvements and enhancements from the ServiceWorks team.
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
