Bella FSM is very center around jobs. As an example, if you want to create an estimate (quote) for a customer then create a new job and set the job status to ‘Estimate’ (or whatever custom job status you created). If your customer agrees with the estimate and wants to move forward then simply change the job status to ‘Work Order’ (or whatever custom job status you created).
Simply update the job status, job details, notes, items, etc…. Schedule Work Orders, create Estimates and Invoices all from the job.
Create new jobs in the My Home, Customers, Jobs, and Scheduling tab which is explained below. It simply depends on how you prefer to use the software. For example, if you prefer working in in the calendar you can create new jobs in the Scheduling tab. Or, if you prefer working in the Customer list you create new jobs in the Customers tab.
Creating a new job in the ‘Jobs’ tab
- Go to the ‘Jobs’ tab and click the ‘Create a new Job’ button at the top of the job list or the ‘Create a new Job’ left side menu to open the new job page:
Creating a new job in the ‘Scheduling’ tab
- Click the ‘Create a new Job’ left side menu or in the calendar ‘Day View’ double click on an open time slot to open the new job page:
Creating a new job in the ‘Customers’ tab
- Open a customer record and click the ‘Create a new Job’ left side menu to open the new job page. Or create a new customer and save, then click the left side menu ‘Create a new Job’ to open the new job page :
Creating a new job in the ‘My Home’ tab
- Click the ‘New Job’ left side menu to open the new job page:
Entering the job information
When creating a new job, the only required fields are the Job ID and Customer. The Job ID auto-populates but you can edit the value. Keep in mind the Job ID must be unique.
Select an existing customer in the drop down or create a new customer by selecting ‘Click here to enter a new customer’ in the drop down.
Enter any additional job information as needed such as Job Name, Status, and Description.
You can schedule and assign the job now or at another time. To schedule, enter an appointment date and time or use the ‘Scheduling Calendar’ button. The Scheduling Calendar gives you the ability to view a specific Field Resource availability or search for any open date and time.
If you would like to send a job email alert then check ‘Display Email and Text Alert Options’. Select who to send the email to. When you save the job the email will be sent.
Select the job items and enter a quantity.
Visit Job Management for an overview of managing jobs for you business.