Bella FSM is center around Jobs since they are critical to your business. A new Job can be created easily and in different areas of the software depending on where you prefer to work.
Multiple ways to create a Job
Option 1) Click the left side menu ‘Jobs’ then click ‘New job’.
Option 2) Click the left side menu ‘Jobs’ then click ‘Job List’ then click the ‘New job’ button.
Option 3) Click the left side menu ‘Customers’ then click on ‘Customer List’. Click on a Customer to open the Customer page then click on the ‘Jobs’ tab at the top of the Customer page. Click ‘New Job’.
Option 4) Click on an open time slot in one of the Day or Week views.
Entering the Job information
The only required fields are the Job ID and Customer when creating a job. The Job ID auto-populates but you can edit the value. The Job ID must be unique and cannot be the same as another Job ID.
Select an existing customer in the drop down or create a new customer by selecting ‘Add New Customer’ in the drop down.
Enter any additional job information as needed such as Job Name, Job Status, and Description, etc…
You can schedule and assign the Job now or at another time. To schedule a job visit, enter the date and time. To assign the Job to a Field Resource use the Field Resource dropdown:
If you want to send an email or text message alert then select ‘Email Options’ and ‘Text Alert Options’. When you save the Job, the email and text will be sent.
Add product and services by clicking the ‘Services / Products’ button in the Job Item section.
NOTE – A Sales Tax Item added to the Job Item list will apply the tax rate to the item directly above it (if it is taxable). You can reorder the job items by dragging the items up/down in the list (click and hold on the three bars in the first column).
If you add a Sales Tax Item (or discount item) in the total section just below the Job Item list, the tax rate will be applied to all taxable items in the job item list.
Visit Jobs Overview for an overview of managing jobs for you business.