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Job Management
ServiceCEO Web Edition is a powerful online job scheduling software program designed to help service businesses manage the estimating, scheduling, dispatching, and billing of all their jobs and work orders. ServiceCEO Web Edition has all the job management features you need to easily manage all your jobs from start to finish:
- Quickly and easily create and schedule jobs with our step-by-stepJob Wizard
- Search by customer, work order number, or job summary
- Simply create complex jobs or projects with multiple phases or visits
- Flag unassigned work orders
- Manage unscheduled jobs and earlier opening requests to maximize revenue and customer satisfaction
- Build a list of confirmation calls that need to be made
- Quickly and easily add products, services, and category pricing to price books
- ServiceCEO Web Edition takes the pain out of your job management process and provides you with an easy-to-use Job Console to let you view, edit, and manage jobs and work orders
- Create personalized, role-based views for employees with different roles and responsibilities
- View and create custom job substatuses
- Place jobs on a daily, weekly, monthly, annual, or custom recurrence schedule
- Capture marketing source by job - perfect for marketing to existing customer base
- View job details and history
- Assign a sales rep to a job or sales call
- Automatically calculate estimated job duration requirements for capacity planning
- Assign jobs to a service location
- Assign jobs to a specific contact on an account
- Provide customers with a window of availability
- Schedule emergency jobs with ease or place them into a queue for future scheduling
- Create your own multilevel price book; quickly and easily add in your products and services
- Easily import price book from QuickBooks
- Edit and remove jobs in progress
- View employee availability and assign an individual employee or a team to a job
- Automatically create invoices
- Print work orders and route sheets
- Turn a one-day job (single work order) into a multisite visit or project
- Provide service at one location and automatically send the invoice to another 'billing' location
