Part II: Job Management and Scheduling

How-to Create a New Work Order

Follow the steps below to create a new work order.

1. 1. From the Jobs section click the “Add New” button located on the top-left of the job list.
   2. You will be prompted to select the appropriate form for which you wish to create a new work order.  Select the appropriate form from the drop-down list and click “Continue.”
   3. Begin by inputting the Customer Name.  If it is a customer you have already saved in the system, a drop-down list should appear showing results based off of what you typed in the search field.  If it is a new customer, and you would like to save it, click the “+” to the right of the customer name field.  A pop-up box will appear allowing you to enter customer information that will be saved once you hit the “Save” button.  This will automatically populate the fields under the Customer Information on the work order.
   4. After you have entered the customer information begin filling out the job details below.  The ten fields listed below are the standard, and recommended fields, for the job information section.
      1. Services – a drop-down field including all of the services your company offers.  By selecting an item this will let the dispatcher and field worker know what kind of service this work order entails.  This service will also appear on the invoices as the first line item.
      2. Assigned to – a search field allowing you to search all of your resources (employees, teams, etc) by name, team name, position, title, and more.
      3. Start By – by clicking the calendar icon you can select the day and time the job is projected to start.
      4. Complete By – by clicking the calendar icon you can select the day and time the job is projected to be completed.
      5. Job Status – a drop-down field allowing you to label the job accordingly.  This field will update after the field worker has started, paused, or completed the job.
      6. Completed By – this field will auto-populate with the resource name after the job has been completed.
      7. Started – this field will auto-populate with the job’s start time.
      8. Completed – this field will auto-populate with the job’s completed time.
      9. Service Total ($) – this field will auto-populate with the service total after the job has been completed.
      10. Duration – this field will auto-populate with the duration of the job.
   5. OPTIONAL: Some forms will have a Materials/Products list on the job layer. This layer is not mandatory to fill out unless it is pertinent to the job, or unless you make any of the fields required.
   6. OPTIONAL: Some forms will have an Asset/Equipment/Property layer on top of the job layer.  This layer is not mandatory to fill out unless it is pertinent to the job, or unless you make any of the fields required.
   7. After you have inputted all of the information you can click the blue “Save” button at the bottom.  Depending on your selection for the Job Status field, that will define what will happen to that work order.

Signature Capture

Our Signature Capture features allows you to have your customers sign-off on estimates, work orders, and invoices.  This feature greatly benefits those who want to ensure that a customer has signed off on a item prior to performing the job or coming to agreement on terms and pricing.  Check out our PowerPoint on the left which shows how the feature works.

Route Optimization

Our new Route Optimization is the answer to your company’s needs!  Route Optimization uses a complex algorithm that will generate the most efficient and quickest route for a field technician with multiple jobs on a given day.  This feature will ensure that no time is wasted and your employees can reach their next job site in a timely manner.

The Route Optimization feature can be found in two separate places in Husky Intelligence: Jobs and Scheduling sections.  The PowerPoint to the left will show you the steps to properly optimize any route.  NOTE: These instructions apply to both sections, but the PowerPoint uses the Jobs section as the example.

Scheduling

Scheduling out work orders to field workers and technicians is a simple and easy task.  When creating a work order you must fill out the Job Status, Assigned To, Start By, and Complete By fields.  If all four of these fields are populated, then this work order will appear on the dispatch board of the worker or team it was assigned to.  For example: By selecting the Job Status as Sent, Assigned To as the name of a resource, and establishing a valid Start and Complete by time you will successfully dispatch this work order out.

Read on to see how the Schedules and Dispatching section operate.

Schedules (Dispatching)

Dispatching is the heart of the software.  Our up-to-date and interactive dispatching board makes it easy for you to view work orders during a given time period and who they are assigned to, while also providing a map with locations of workers and job sites (only available to those who have the GPS service).  The dispatching board enables you to move jobs around between resources, edit job details, and establish routes for those who have multiple orders.  Continue reading below to get a better understanding of the Schedules section.

Dispatch Board

Each dispatching board is unique for every user.  You can customize the filters and layout to see the items that matter to you most while comfortably knowing you are not affecting others’ accounts.

Filters

You can filter by dates by adjusting the first three boxes.  To filter even more click on the filters button.  Then, you can filter by Job Statuses, Service Lines, and Resources.

Layout

By clicking the layout button you can choose what items to see, such as Scheduler, Planner, Jobs, and Map.

• Scheduler – Shows the resources listed on the left-side with the jobs assigned to them in the row and dates at the top.  You can change the view of this section by clicking on the calendar, resources, or timeline buttons.  You have the ability to create teams here, too.  You can also optimize routes for workers.
• Planner – Shows the customers listed on the left-side with the jobs assigned to them in the row and dates at the top.
• Jobs – Mirrors the work orders from the Jobs list with the ability to filter.
• Map – If you have the GPS service with Husky Intelligence, you can see real-time workers in the field and their current location.

Editing and Moving Jobs

Jobs can be edited from the dispatch board by double clicking on the job icon.  A window will pop up allowing you to alter the details.

On the Scheduler section of the dispatch board jobs can be moved by dragging and dropping on the desired location.  Refer to the image on the right side.

Mobile

Currently, a user can access the Desktop view of the Husky Intelligence website on both a tablet and cellphone by using their device’s Internet browser.  All of the information listed above works the same way for mobile devices when accessing the Desktop view.