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screenSpec: Jobs > Job Lists – OneSource: Inventory for QuickBooks Online screenSpec: Jobs > Job Lists – OneSource: Inventory for QuickBooks Online

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screenSpec: Jobs > Job Lists

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Overview Objectives

  • Make a way to see all Jobs on 1 screen with various ways to group, sort, and filter the Jobs.  (A Job is kind of a major ‘Project’ or major Task, that may include a lot of ‘Tasks’ and ‘Email Correspondence’ and maybe some related documents and pictures, etc).  In the case of our OWN internal needs, when a customer submits a ‘Support Request’ (which we currently track in another system) it is a type of Job for us handle internally).
  • Make a way for the user to be able to define the background color, depending on the Job Status.
  • Make a way to show NEW tasks and emails that have arrived or been added to the job that have NOT been noticed or acknowledged by the user.  (Add a field called New that will show the # of these unacknowledged tasks and emails).
    • Sort the jobs in this order:
      • New (tasks and emails) (desc)
      • Group
      • Priority
      • Status (in the same order as the statuses are listed).
  • Add right-click popup menu’s that have these options (depending on the # of New tasks and emails:
    • When there are 1 or fewer ‘New’ tasks or emails then show these Pop-up Menu options:
      • Send an Email
      • Reply to (Last) Email
      • Add New Task
      • Add New Completed Task
      • Display Job
      • Display Customer Record
    • When there are 2 or more ‘New’ tasks or emails then show these Pop-up Menu options:
      • Send an Email
      • Add New Task
      • Add New Completed Task
      • Display Job
      • Display Customer Record
  • Make a way for OneSource Users’ Customers to see a list of all their Jobs, so they can make additional comments, re-prioritize their submitted Jobs, etc.  (In the Case of our OWN internal use of Jobs we need a way for our customers to submit Jobs (Support Requests, which we call SR’s) and then have our customer see ALL their open SR’s on one screen to be able to see details, change the priority of which SR is the most important, add more tasks to the job, etc).
  • Make a way to see a hierarchical view of all jobs with a sub section on each job (when clicked) that shows all related ‘Tasks’,  a separate section for all related ‘Emails’ and ‘Documents’ (Pictures, Screenshot, etc).
  • All Jobs can be linked to 1 or more Quotes, Sales Orders, AR Invoices, AR Credit Memo’s, AP PO’s, and AP Bills.
  • Be able to see ALL new emails that have not been acknowledged.
  • Be able to open the Job Details screen.
  • Be able to export a list of Jobs (selected on the screen).
  • Sort the list in this manner:
    • Unassigned on Top (in desc order by date/time added)
    • Priority (With unprioritized on top)
    • In desc order by date/time added.

Fields & Functions

  • Columns:
    • The visible columns are user definable (using the gear function on right side of list).
  • Filters
    • Job Completion
      • Values: Open, Closed, All
      • Default value: Open
    • Job Type
      • Auto fill to whatever the user has selected last.
      • This will show all Job types in drop down list.
      • The list will have an ALL option at the top to show all.
    • Job Status
      • Auto fill to whatever the user has selected last.
      • This will show all Job statuses in drop down list.
      • The list will have an ALL option at the top to show all.
    • Job Assigned To
      • Auto fill to whatever the user has selected last.
      • This will show all users in drop down list.
      • The list will have an ALL option at the top to show all.
    • Search box (that will search for Jobs by keyword(s) looking in all columns.

Buttons

  • Batch Actions
    • Delete Selected
    • Merge Selected
      • When clicked, pop up a form that shows all selected jobs with these columns:
        • Header:
          • Caption: Merge Jobs
        • Top section: Columns: (Display in ascending order by Job #)
          • Icon (Down arrow) (when clicked that Job # will be auto filled into the ‘Merge To’ field below)
          • Select/UnSelect  (Select ALL by default)
          • Job #
          • Job Date
          • Job Company
          • Job Description
          • Assigned To
          • Job Status
        • Bottom section:
          • Label: Merge To  (This is a Drop down list that has these columns: Job #, Job Desc, Job Company)
            • Note: By Default auto fill the SMALLEST job # here.
        • Footer:
          • Cancel (button). When clicked the form closes.  Put this in bottom left corner. White button.
          • Merge Selected (button). When clicked it does the following logic below… Put this in bottom right corner. Blue button.
            • Validation: When clicked if there are no Jobs ‘Selected’ then give message: “Please select at least 1 Job to Merge ‘from’.”
            • Validation: When clicked if there is no Job in the Merge To field give message: “Please select a Job to Merge ‘To'”.
            • Merge ‘tasks’ ‘and ‘documents’ and ‘attachments’ by changing the Job ID they are related to to the Job ID selected in the Merge To field.
            • When done relinking the related records (Tasks, attachments, etc) then delete ALL of the jobs in the Top section EXCEPT the Job that we merged to. Also, Re-build the Job Feed as well, based on the Job Emails and Tasks, date/time…descending order…
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