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