How to Add or Update the Tasks for the Service Job

Modified on Fri, 15 Nov, 2024 at 3:42 PM

This article provides the steps for adding or editing tasks in a service job within the Flawless POS system. Following this process helps ensure accurate tracking and management of service job tasks.

You may refer to this video for a step-by-step guide on How to Add or Update Tasks for the Service Job:

https://www.youtube.com/watch?v=4dcV92FEek4

1. Open the Service Job Module

Navigate to the Service Job module to view the list of all service jobs.

2. Access Job Details

Locate the service job you wish to update.
Click the three-dot button on the right side of the job entry.
Select Edit to open the job details.

3. Edit Job Information

In the Job Details tab, you may review and update the job state as needed.
You may also add private or public files relevant to the job.

4. Review Product Details

In the Product Inventory section, you can view information about the selected product related to the service job.

5. Manage Tasks

In the Task section, select the responsible user who will receive notifications about job status updates.
Update the task completion stage if necessary.

6. Add Parts or Service Job Lines

To add a part to the task, click the Add Part button.

In the dialog that appears, select the required part and set the Consumption Behavior (default is when the job is saved).
- If stock levels are insufficient, the system will notify you.

Click Okay to confirm the addition of the part to the task line.

7. Add a Separate Task

To create a separate task, click the Add Task button. This allows you to add new parts, labor lines, or customer details if needed.

8. Review Job History

Go to the History section to track any changes made to the service job by multiple users.

Troubleshooting

If you encounter any issues while trying to Update Tasks for a Service Job, please reach out to Flawless POS customer support for technical assistance.