Searching Jobs by Items, Clock Events, or Appointments

Adam Graetz
Adam Graetz
  • Updated

ServiceTrade provides users with powerful access to their data by allowing Jobs to be searched using a variety of different criteria, including Items, Clock Events, and Appointments.

 

Using Additional Job Search Options

  1. Click the Jobs button in the navigation menu to get to the Jobs List page.
  2. Click the grey Jobs button in the top left corner of the grey frame.
  3. Select the desired menu item from the drop-down menu.

ST-Office-Jobs_Search_Submenu.png

Each search has its own set of options. A list for each is available below.

 

Job Item Search

 

  • Item Code - the SKU or Part Number for the item.
  • Item Name - also referred to as the item description. This is a human-readable description of the item.
  • Item Types - can be any one of part, material, labor, equipment, Service, subcontractor, fee, general conditions, or other. Multiple may be selected.
  • Service Lines - the Service Line associated with the Job. Multiple may be selected.
  • Job Number - the number assigned to the Job by ServiceTrade.
  • Job Type - type of Job. Available options will vary depending upon the Job Types selected in your Account Settings.
  • Job Location - the ship to or Service location indicated on the Job.
  • Job Company - the Bill to specified on the Job.
  • Job Office - the office assigned to the particular Job.
  • Created - From and To fields allow you to select Jobs created within a date range.
  • Used On - From and To fields for selecting when an item was used within a certain period.
  • Item Source Types 
  • Delivery Date From and To fields for selecting when an item was delivered.
  • Item Source Name - the name of the technician, warehouse, or parts vendor that supplied the item.

 

Job Clock Events Search

  • Job Number - the number assigned to the Job by ServiceTrade.
  • Job Type - the type of Job. Available options will vary depending upon the Job Types selected in your Account Settings.
  • Job Office - the office assigned to the particular Job.
  • Technician - the name of a specific technician for your search
  • Activities - clock event types, including on-site, Job preparation, and en route. May select multiple.
  • Clock In - From and To fields allow you to select clock events within a date range.
  • Technician Office - office the technician is assigned to

Job Appointments Search

  • Due By - From and To fields allow you to select Jobs' within a due date range.
  • Schedule - From and To fields for selecting Jobs' scheduled within a certain period.
  • Status - status of the Job (Unscheduled, Canceled, Scheduled, Completed, Invoiced). Multiple statuses can be selected.
  • Service Line - the Service Line associated with the Job. Multiple may be selected.
  • Technician - the technician(s) assigned to the Job. Multiple technicians may be selected.
  • Job Number - the number assigned to the Job by ServiceTrade.
  • Location - the ship to or Service location indicated on the Job.
  • Customer - the Bill to specified on the Job.
  • Office - the office assigned to the Job's location.
  • Released - search for released (yes) or unreleased (no) appointments.

Once you have given the desired data, click the blue "Search" button to pull your results.

If you wish to begin a new search and discard the previous results, click the "reset" link to the right of the search button.

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