This article will detail how to add and schedule jobs for customers in CLIP. This article is designed to work best after you have setup pattern jobs and detailed a template or master form for all the services/jobs that your company offers.
From the main screen of CLIP, click the customer list icon or click files and then file maintenance. Click the jobs tab on a customer then click the add button.
Click each job that you want to add to the customer. This list will contain any pattern jobs that are not already in the list of jobs on the previous screen.
Click search job name at the top in order to find a pattern job in the list.
Any job package will be listed in the drop-down menu if you have set them up in pattern jobs.
After clicking add in the screenshot above, the window will open to copy jobs from pattern jobs. If there are no pattern jobs that show up in the list of jobs to copy, the customer already has all the jobs or job numbers in the list.
"Copy defaults from pattern job" means that any options or settings in pattern jobs will carry over when adding the job to the customer. The options or settings can be dates, prices, crew, route, etc. This could be options or settings from job details, schedule, notes or chemicals/job costs.
The "use customer's default setting" option will allow you to select default options instead of copying defaults from the pattern job. If you prefer to setup default settings instead of copying over the defaults from pattern job, click the three dots button next to "use customer's default setting" or on the jobs tab and then click the defaults button.
These job default options will carry over when you add a new job under the customer's list of jobs. Click save.
The job list for the customer will show the new job and the default options you have applied to that job.
Once the job has been setup under the customer, click the schedule tab.
The schedule tab has many options to schedule your jobs. The schedule type is a drop-down menu that has the following three options: automatic, zone, or static. Automatic is the most common schedule type.
Automatic Scheduling is the most common schedule type for a job. This allows you to select the days, weeks, months, or any variable scheduling options for the job to reappear.
Once a job is set up on an automatic schedule, the job will reappear based on the next visit date that is setup for the job. When refreshing the work in CLIP, make sure that the next visit date of the job is either the same date or before the date that you are refreshing the work.
Some options to keep in mind when setting your jobs up are the following:
Keep Doing Job Until? - The countdown is setup to put the job on hold in order to tell the job how long you intend to keep this automatic schedule going for.
If the job is a one time only service, then once you select one time only this option automatically changes to 1.
When the job has been completed once, the job will go on hold. If the job is setup on a recurring schedule, then 999 is a default option that will keep the job recurring in the schedule.
On Hold? - This field is either Y or N. If this has a Y, then the Job is on hold. If there is an N, then the job is active.
Reason - If the job is on hold, the reason field is to enter a reason for the job being on hold.
Not Related - This allows CLIP to have this job come up on the route sheets only when a specific job number has been entered in this field. If job number '2' is entered in that field, then this job will show up in route sheets with job number 2.
Start/Stop Schedule - Once this field is checked, you will be able to select a start date and a stop date that you want the job to be done on.
At Least XXX days Between Jobs (frequency) - This field is sometimes referred to as the job frequency. We can reschedule a job with this option by taking the date it was done, counting the frequency, and looking for the next day of the week in that schedule.
Day of the Week (DOW) - This field allows you to specify a day or days of the week if a job needs to be done on a particular day of the week.
Once a Week - This field specifies a job to be only done one day out of the week depending on what day you have selected of that week.
Bi-Weekly -This field is similar to once a week except that it specifies a day that is on a bi-weekly schedule for the job.
Next Month - This is similar to once a week or bi-weekly except that it specifies a day to reschedule this job next month. This job will be done monthly.
Next Year - This is similar to once a week or bi-weekly except that it specifies a day to reschedule this job next year. This job will be done yearly.
One Time Only - This field will place the job on hold as soon as the job is posted. Once this job has been completed once, this job is put on hold then you will have to take the job off hold and place the job as active.
Zone Scheduling gives you manual control over when an application needs to be applied to a particular area or zone. This type of job schedule is useful for snow related services.
You will be assigning a customer to a zone first from customer list or file maintenance window. Click property info.
If you don't have any zones setup, click the three dot button to create one. Once you have added or selected a zone to assign to the customer, go back to the schedule screen on the job.
Under schedule type, select zone. After you have selected zone for the schedule type, close the windows you have open. On the main screen of CLIP, click the daily routines menu, and then select activate zone jobs.
From this screen select a specific category, sub category, crew #, job number, or zone ID to activate.
Category, sub category, crew #, or job number is all specified on the job detail section of the job. The zone ID is the zone drop-down menu from the customer on the property info tab. If you do not have anything specific setup for zone jobs, then you can select "all" for each of the options.
You can also select "all" under every option if you want all zone jobs activated. After activating zone jobs, refresh your work bank either from the daily routines menu or select "get jobs" from the main screen. After refreshing your work bank, the zone jobs will show up in your work bank so you can record and post the work.
Static Scheduling is manually keeping track of each job while you record and post the work.
The two options to get familiar with when using static scheduling is "generate schedule" and "view schedule." Static scheduling is based on the next visit date of the job.
Once you click "generate schedule" you will have a schedule for the job based on the frequency, days of the week, week of the month, etc. Once the static scheduled job has reached the next visit date, it will reschedule based on when the view schedule shows the job to reschedule again.
Let us know if you need any further assistance!