View and Update Job/Customer Question Answers

Overview

Job Questions Tab allows an Operator to do the following.

  1. Update Customer and Job Question Answers taken during Job Creation (if done through ASAP).
  2. Change the expected installation date (affect the discount amount on a quote).
  3. Change the Jobs Source (track where the sales leads originated).

Save changes to Question Answers.



  1. Use the scroll bar on right side of the screen navigate to the bottom of the tab.
  2. Click the button titled Save Answers. If button is not visible or disabled you do not have permission to make these changes.
  3. An operator must complete mandatory question before save can be completed.

Change the expected installation date.



  1. Use the scroll bar on right side of the screen navigate to the bottom of the tab.
  2. Click the field titled Expected Installation Date and set a date from the date modal that pops up.
  3. Click the button titled Save Answers. If button is not visible or disabled you do not have permission to make these changes.
  4. An operator must complete mandatory question before save can be completed.

Change the Job Source



  1. Use the scroll bar on right side of the screen navigate to the bottom of the tab.
  2. Click the field titled Job Source and select a source from the list.
  3. Click the button titled Save Answers. If button is not visible or disabled you do not have permission to make these changes.
  4. An operator must complete mandatory question before save can be completed.