Job Service Configuration

The Job Service Configuration settings in DreamzCMMS manage the automation and scheduling of job reports and follow-up services to streamline operations. Here’s an overview:

1. Monthly Job Report Service Configuration:

• Enables monthly job service emails.
• Allows sending emails to admin and technicians.
• Specifies admin email and the mail send date (e.g., 19th of the month).

2. Daily Job Report Service Configuration:

• Enables daily job service emails.
• Configures the time for email dispatch (e.g., 10:00 AM).
• Defines admin email recipients.

3. Automated Job Service Configuration:

• Automates job scheduling for consistent follow-ups.
• Defines job title (e.g., "Covering the Customer Base") and tags (e.g., "Follow-Up").
• Describes the job process:
  • Visits without action turn a RED DOT into a YELLOW DOT.
  • Visits with an order or payment collection turn a RED DOT into a GREEN DOT.
• Includes internal notes for reoccurring scheduling and reporting to stakeholders.

Benefits:

• Automation: Reduces manual effort in sending job reports and scheduling visits.
• Improved Tracking: Enhances visibility of job statuses through DOT system.
• Streamlined Communication: Ensures timely reporting to admins, technicians, and directors.

This configuration ensures better organization, improved follow-ups, and streamlined job management in field operations.