A visual guide to creating a new job

Creating a Job is multi step process.

  1. Enter Basic Customer and Address Details
  2. Answer Job Questions to generate a Desktop Quote.
  3. Review the quote and or email a copy to customer.
  4. Schedule the first appointment.
  5. Enter in job instructions.

Step 1 Basic Customer and Address Details

In this step the operator must collect the address and customer details, the fields that are required are detailed below.

Customer Details Field

Field Description
External Job Id [Optional] This number can be used to reference the customer to an external record
Title The title of the customer
First Name The first name of the customer
Surname The surname of the customer
Phone Number At least one contact number is provided either phone number or mobile number
Mobile Number At least one contact number is provided either mobile number or phone number
Customer Type Customer type determines the type of job that will be created, such as residential job or business job
Company Name [Only for Business] This is a mandatory field if the selected customer type is business
Email Address [Optional unless configured] This is the email address of the customer

Property Address Field

Field Description
Building Name This number can be used to reference the customer to an external record
Unit No The unit number of the property
Lot No The lot number of the property
Street No The street number of the address
Street Name The name of the street
Street Type Suffix The type of the street
Suburb The suburb where the property is located
The selected suburb must exist in the suburb list
Refer to Suburb if the selected suburb is a new suburb which does not exist in the system yet
State The state where the property is located
Postcode The postcode where the property is located
The postcode must match with the postcode defined in the suburb list

To save time ASAP has an address search, to search for an address click the “Address Search” field and start typing an address starting with the street or unit number and if address can be matched it can be selected with the operators mouse from the drop down.

When selected an address from the drop down it automatically fill the address details into all of the associated fields in this page.


Enter in the Details

  1. Open the Create a New Job screen by clicking “NEW JOB” from the navigation bar

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  1. Complete the customer fields.

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  1. Complete the address fields by either:
    1. Manually fill the address details into the provided fields
    2. Run Address Search, as described above

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  1. If the billing address differs from the property address, uncheck the billing address checkbox and fill in the billing address details, the address search only works for the property address.

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  1. Select the Agent and Client to assign to the Job.

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  1. Select “Create Job”

Validation Error: No Access or Suburb not Exist.

This error can occur when:

  1. The Suburb does not exist in current locality (state).
  2. The Suburb not assigned to the job agent as a Sales Territory.
  3. Suburb not exists at value entered in the postcode.

If the suburb is in your belief correct please contact your asap administrator and they can either enter the suburb into the database and or assign this suburb to the creation agent.

Validation Error: Address Fails verification.

If the address has failed verification the above model will be displayed.

If the verification service has suggestions it will include them for selection, if one of the suggestions is appropriate using the mouse hover over the address and right click to switch the address to the suggestion and after do so click the button Save As to try again.

If you like to correct the address and try again please click the green button Change Address. If you like to continue to use the current address please click the red button Continue this will save the customer details and continue to step 2 Job Questions.


Step 2 Job Questions

A page will now be displayed showing all relevant customer and job questions. These questions can crete a desktop quote and choose the worktype of the first appointment. After the mandatory questions have been Completed select ‘SAVE AND CONTINUE’ button on the bottom right of the screen.

If during the course of the quote the customer request a stop or are no longer eligible the job can be aborted by selecting an abort reason from the drop down menu and select ‘SAVE AND ABORT’ button on bottom right.


Step 3 Review the Quote

  1. (Optional) Depending on the Work Type configuration you may now be presented with a quotation based on the questions answered on the previous screen.

    1. You may click “Email Quote To Customer” to send the quote to the customer via email
    2. To continue,you may now select one of the following:
      1. Schedule an appointment
      2. Get a reference number to follow up later
      3. Process the payment

Step 4 Schedule the Appointment

This step allows the appointment to be scheduled, if time can not be determined the appointment can be assigned to the waiting list by clicking the button shown above.

Please see the page Using the Smart Scheduler for help on scheduling the appointment.


Step 5 Job Instructions and Confirmation

This screen allows the operator to enter a job instruction e.g “Knock on door three time” and another comment that for backend operators but not the fieldworker.

Once these fields have been completed please click the Confirm Appointment button to finish this new job process. The screen will be redirect and open into the new appointment.