Job Report

The Job Report in DreamzCMMS provides a detailed overview of jobs in field sales, showcasing key details such as Job ID, maintenance type (B2B/B2C), priority levels, project associations, job descriptions, assigned personnel, facilities, start/end dates, job statuses (e.g., Open, Completed, Incomplete), and emergency indicators. Each job includes an option to view additional details, enabling easy tracking and management.

Benefits of Job Report in Field Sales:

1. Efficient Tracking: Enables teams to monitor job progress, status, and priorities seamlessly.
2. Enhanced Productivity: Supports effective task delegation and resource utilization by clarifying roles and timelines.
3. Improved Customer Service: Ensures timely job completion, leading to better customer satisfaction.
4. Actionable Insights: Provides valuable data for managers to optimize processes and resolve bottlenecks.
5. Emergency Management: Highlights critical tasks requiring immediate action to ensure no urgent job is missed.

This report aids in planning, coordinating, and executing field sales activities more effectively, leading to streamlined operations and better outcomes.

Here is a reference video:

Follow these steps to access the Job Report:

From the menu click on Reports and then click on Job Report.

Upon clicking, the job report will open up as shown below.