Job sheet is the final report provided by the engineer after the work. Job sheet is associated with unique job type. So, each job sheet has key sections like below.
- Parts used
- Systems covered
- Activities performed(Optional)
- Inspections carried(Optional)
Once the engineer completes that job and recorded all the above details, he/she can get the confirmation from the customer using e-signature mode. Also they can take photos of the systems before and after the work, so that the office team would keep track of the entire job report just by sitting in the office.
Below are the key fields that an engineer has to fill in job sheet.
- Job Type, Job start and End Time are required fields.
- Create new ‘Job Sheet’ by clicking ‘Generate Job Sheet’ button on the Job related list section called job sheets.
- You can anytime create, edit used parts, inspection details and activity details.
Fig 1: new opportunity page
Job Sheet Fields :
|Field Label||Data Type||Description|
|Name||String||Auto number. Name of the job sheet.|
|Job Type||Reference||Required. Refers the name of the job type.|
|Job||Reference||Required. Refers the name of the Job.|
|Send Report Email||Jobsheet pdf file is sent to this email id, when jobsheet will be closed.|
|Street||Formula||Street name comes from related site.|
|Pincode||Formula||Pincode number comes from related site.|
|Job Start Time||Date/time||When this job actually started.|
|Job End Time||Date/time||Refers the end time of the job.|
|Job Description||String||Detail of the work that engineer did on site|
|Engineer Completion Notes||String||After the Job is completed, engineer may provide the information of the overall job done during this Job.|
|Duration||Formula||Total number of days, hours spent on this Job.|
|Mark Job as Closed||Picklist||Set the Job as closed. For example yes, no.|
|Site Address||Formula||Comes from Job site address.|
|Site||Reference||Required. Refers Site name.|
|Customer||Formula||Comes from site parent name.|
|Congestion Charge||Currency||Denotes the congestion charge for this job.|
|Parking Charge||Currency||Denotes the parking charge for this job.|
|Customer Name||String||Denotes the Customer name.|
|Customer Signature||String||Denotes the Customer Signature area.|
|Engineer Name||String||Denotes the Engineer name.|
|Engineer Signature||String||Denotes the Engineer Signature area.|
|Service Term Contact||Reference||Required. Refers the Service Term name.|