General Job Info - IRBS_Help

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General Job Info





FIELDS  NOTES 
Job Name A view-only Job Name as specified in the Job-Persons Screen.
Job Phone  Automatically populates from the Contact Information
Job Address
Physical location\address where the work will be performed.  This single-line address is read-only. 
Click on the icon\button to edit the address details.
Click on the icon\button to display the address location on a map or to get directions from one address to another.  RBS Supports the following maps: MapQuest , Yahoo Maps , Google Maps and Bing Maps .
Click on the icon\button to display the Print Dymo Label dialog to print a label.
Billing Address Physical Billing address where the invoices and statements will be sent to.  This could also be the same as the Job address. This single-line address is read-only. 
Click on the icon\button to edit the address details.
Click on the icon\button to display the address location on a map or to get directions from one address to another.  RBS Supports the following maps: MapQuest , Yahoo Maps , Google Maps and Bing Maps .
Click on the icon\button to display the Print Dymo Label dialog to print a label.
Mailing Job Name This field contains the preferred mailing Job Name.  Click on the icon\button next to the field to edit and save the value.


Alt. Job Name  Enter an Alternative Job Name
Alt. Job Number This is an optional field for sites that want to refer to the JOB by another internal number.
Name of Residents Allow for the entry of Names of people who may be living in the home (if not the job contact persons).
Job Email  Enter Job Email Address
Exclude form Mailings Use this check box to exclude this specific job\lead record from future postal mailings.
Qualified Lead Use this field to mark the Job\Lead as a "Qualified Lead".  This can be used to filter jobs in the Job Query screen.
Override Default Email Mark this check box to use the email in the "Job Email" field instead of the default email of the Primary Job Contact.  It is always recommended that a specific email address is specified instead of assuming that their is an email address entered for the Primary contact.
Do Not Email Use this check box to exclude this specific job\lead record from future Email campaigns.
Origin Date This field is the date of the original (initial) contact was made (usually by the homeowners or job contacts).
Year Built  Enter Date of built
Status This field will be automatically populated based on specific milestones for the job.

If additional Job Status records have been added during initial setup or maintenance (via Reference Admin - Job Status ), then the "default Job Status" calculation might not work as designed and the status must be specified MANUALLY and the "Status Override" must be checked.


Status Override Mark this check box to override the default automatic determination of the Job Status.
Department
Project Type  This field will assign a project type. Make a choice from the predetermined list of Project Types. (Example: Addition, bathroom, kitchen, basement, etc.)  Rating Points will be assigned based on this field.
Referral Source  Enter who referred this client to you. Make a choice from the predetermined list of Referral Sources. Rating Points will be assigned based on this field.
Referral Name   You can enter the Name of the specific person that referred the client to you.
Source Campaign  
Timeframe  Enter the timeframe in which the client would like to begin the project. Rating Points will be assigned based on this field.
Personality Type  Enter the personality type of the caller. Make a choice from the predetermined list of Personality Types. This will be helpful to your sales staff when they  make their initial call.
Sales Person 1  Enter the name of the salesperson for the job.
%  Enter the percentage of the sale for this salesperson.
Sales Person 2  If there is a secondary salesperson on the job you can add another salesperson here.
%  Enter the percentage of the sale for this salesperson.
Points  Points will be automatically assigned to b.a job to indicate the "Priority or Preference" for a particular job.  This can be a useful guide on which job to take first and which to defer or even reject.  This is a way of allocating scare resources if there are too many jobs to choose from. 

Click on the filed to see the total points for the current job\lead.

     The total points are calculated from the 5  reference fields.  Authorized users can update the points via the Reference Admin functionality.



Job Class  
Bill To Company  
Cross Street  Enter a cross street so the staff can locate the house. Or, click on the button with the dots and RBS will launch into Mapquest to print out directions to your job  site.
Is Insurance Job Mark this Check Box to indicate that this is an "Insurance Job".

Lead Assigned  Click on the drop down to choose the employee who will be the Lead Carpenter assigned to this job
Designer/ Artist  
Production Manager  Click on the drop down to choose the employee who will be the Production Manager assigned to this job
Project Manager  Click on the drop down to choose the employee who will be the Project Manager assigned to this job.
Schedule User  
Project Manager  Click on the drop down to choose the employee who will be the Project Manager assigned to this job.
Architect/ Designer  
Site Supervisor  
Referred To
Use this field to specify the company\person that the current Job lead\Prospect has been referred to by you or your company.

This is normally only used when the current job lead is not something that your company wants to take on and would rather pass on to a friend or associate company.

The dropdown will only contain Company\Vendors with RBS that has the 'Is Refer To Company' Checkbox marked (refer to image on the right).
  Special Attributes Panel of Company Account (Vendor Tab)




Job Description  Type a job description for this job. You can double Click on this field to make a bigger area for typing.
Job Notes  
Initial Appointment  
Budget Review  
Presentation  
Desired Start  
Planned End  
Pre-Construction  
Actual Start  
Actual End  
To Production  
Confirmation Printed  
Final Payment  
Close Probability  
Job Sold at %  
Projected G/P  
Final G/P  
House Age(Years)  
Time Lived In(Years)  
Misc Source  
Budget-Minimum  
Budget-Maximum  
Financing Status  
WIP Posted Cost  
WIP Last Updated  

See also

Design Agreement List
Estimate List
Contract Proposal
Permit List and Misc Info
Change Order List
Vendor Quote List
Vendor PO List
Customer Invoice-Credit Memo List
Customer Payment List
Vendor Bill List
Commission Draw List
Warranty Work List
Budget and Job Cost List
Document Link List
Activity List
Task Schedule List
Job Note List
Email and Fax List