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What do the Columns mean on the Jobs Screen?
Below is an explanation of what you see on the jobs screen:
Date job is due to take place
The time of the job is displayed here so the sitter can see whether they have been:
given a specific time for the job to take place, or
they have a time block with an allowance of 1 or 2 hours to complete the work, or
there is a specific time of day, or
there is a specific time, but also a tolerance either side eg. 15 mins, or
it is empty, indicating there is no specific time the job has to take place that day.
If the sitter/walker has checked-in or checked-out of a job, the times will also appear in this column for the particular job, and the staff member can click on the check-in/out times to go to a map view of the GPS location.
The Diary Periods you have set up in your system are reflected here, depending on what time the job is due to take place, eg. Morning, Midday etc.
The service item long description. Note: it's a good idea to ensure your long descriptions are self-explanatory so your staff understand exactly what they are being asked to do and how long the visit/walk is for.
The staff member can see exactly how much compensation they are due for each job on the list.
The format used here is:
Client Last Name plus
Pet Name (as described in the Diary Ref)
Clicking on the client name takes you to the Client area where the staff member can view and/or edit:
the client record and the pet(s) record(s)
their entire schedule for a time period no matter who the sitter is
their order and invoice history
their repeat services
any job requests waiting to be scheduled
or they can email the client direct
BUT only if your staff member has been granted permission to do so.
A check or tick indicates whether the job has been "acknowledged" by the sitter.
A check or tick indicates whether the job has been "completed" by the sitter.
Any staff notes that have been added to a job will be displayed here for the sitter to read before a visit. For more information see Adding a Job to an Order