Job Overview

The Job Overview section shows you a snapshot of a given Job.  From this screen you can also edit basic information for the Job.

The Job Pipeline

At the top of the screen, you will see the pipeline for the job, where the job is organized within the milestones. The milestones show what stage the job is in, and the dates when the Milestone was changed. With sufficient Permissions, you can edit the Milestones to move forward or backwards.

AccuLynx Elite users have the ability to create statuses between the milestones on the Pipeline, which will tell users what steps are next. These statuses are created by using the Workflow Manager.

You can advance through the Milestones by clicking the green Advance Job button. You can also move the job forward or backward by using the Edit Progress feature at the upper right corner of the Pipeline.

Job Activity

The Job Activity shows you links to important areas that companies visit frequently.The Job Activity shows you number of messages, emails and texts, your Estimates, Orders, Photos & Videos, and Documents. It will display a green check mark next to the Financial Worksheet if one has been created and Approved.

You can also see the Last Touched Date and whether or not a Job has synced successfully to QuickBooks. A yellow dot indicates the Job is waiting to sync, a green dot indicates the Job has successfully synced.

Primary Contact, Location &  insurance/Adjuster Information

Below the Job activity, is the Primary Contact & Location Information area where you can enter and edit the Primary Contact information, Location Information, and Insurance & Adjuster information for the job. 

Scattered throughout the Overview screen are blue edit Pencil buttons. By clicking on these, you can edit the Information for that section.  It should be noted that text in blue can be selected to take you to different sections for that Job or to perform an action (like sending an Email).  

Primary Contact Section Includes:

• Name of the Primary Contact Assigned to this Job (Ex: Homeowner or Property Manager)
• Additional contacts to the job
• Company Name
• Phone
• Email
• Address (Mailing and Billing if different from Location Address)
• Cross Reference (Anything can be placed in this Field. Examples of use include paper file numbers or Referral Names)

Location Info Section Includes:

• Job Address
• Category (Commercial, Property Management, Residential)
• Work Type (Inspection, Insurance, New, Repair, Retail, Service, or Warranty)
• Trade Type (Any trades your company does)
• Lead Sources (Where your company is getting its leads from)
  
• Initial Appointment (This will show you when the very first Appointment is scheduled with the Primary Contact)
• Location Photo (This photo shows users what the job location looks like)

Insurance & Adjuster Information Section Includes:

• Insurance Information (Requires Insurance module to be  turned on in Account Settings)
• Insurance Company 
• Damage Location
• Date of Loss
• Claim Filed (Yes or No)
• Claim Number
• Have Paperwork (Yes or No)
• Adjuster information
• Adjuster name
• Adjuster phone
• Adjuster email & fax
• Met W/Adjuster (yes or no)
• Claim Approved (yes or no)

The lower section of the Job Overview screen contains links to useful areas 

Measurements: This area will show you a preview of any Measurements (Ordered, XML, or Manual Entries) that are available on the Job. 

Estimates: This will show you a preview of any Estimates that have been created on the Job.

Financial Worksheet: This will show a preview of the Contract Worksheets total and current status.

Orders: Will show you any Orders created for this Job, and whether or not that particular Order is Completed.

Tasks:These can be Assigned to anyone with access to a Job. They can only be edited by the Task Creator.

Editing additional areas on the Overview section
If your User Role Permissions allow it, at the top right of a Job is the Primary Representative's Name.  You can Reassign the Job to another user within your Organization.  

Once the Job has reached the Approved Milestone, this button will also allow you to Assign the Sales and A/R Owners on the job to users other than the Primary Representative.

Also at the top are two other features. The first is Job Priority. This allows you to mark a Job as Urgent, High, or Normal. You can use this choice to Filter Jobs or to denote to users that a certain Priority corresponds to the need for certain actions. For example, High may mean you are waiting for paperwork for the Job and Urgent could mean you are waiting on a customer decision before proceeding.

The second feature is the A/R display. This area will show you how much the Job is worth, and how much has been paid on that balance. The worth is calculated based on an Approved Financial Worksheet. When the Job is in Prospect, it will use the Primary Estimate on the Job to calculate a Potential Contract Amount.

To show a Payment has been received for this Job, go to the Payments section and enter in the amount you have received. This area will also show you how long the balance has been due.