Horizon360™ User Guide
Job Reporting
This article will show you how to utilize the Job Reporting feature in Horizon360. Use Job Reporting to search for any job(s) you have created. You can filter by Job status (Unscheduled, Scheduled, Skipped, Completed, etc.), Job Type (standard, contract, on-demand, etc.), Crew, Customer, Service and/or Equipment assigned to the job. Checking the Job Reporting on a regular basis will help ensure you don’t miss any promised work.
You can run the Job Reporting for all Scheduled jobs or all Unscheduled jobs. Since Unscheduled jobs do not yet have any Scheduled/Skipped/Rescheduled/Completed date, these jobs are reported separate from Scheduled Jobs.
Let's start with running Job Reporting for Scheduled Jobs.
1.
From the Job Reporting page, select Scheduled Jobs
2.
Use the Date filter to select a date range (Note: Scheduled and Rescheduled Jobs will apply the Date filter to the job’s “Scheduled” date, while Started, Skipped, Paused and Completed will apply the Date filter to the job’s "Actual Start" date)
3.
The list of Jobs will sort by oldest date and display the following
a.
Scheduled or Actual Start Date for the job
b.
Job Status (Scheduled, Started, Completed, Paused, Rescheduled, Skipped)
d.
Customer's Service Location
e.
Service(s) assigned to the job
f.
Crew assigned to the job
g.
Invoice Link (Note: If job has been Invoiced to Quickbooks Online, it will be linked here for easy access)
h.
Indication for jobs under Contract (gear with checkmark)
i.
Indication for Recurring jobs (circle with arrow)
j.
Indication for jobs assigned to a Route (circle with map pin)
k.
Indication for OnDemand job (circle with lightening bolt)
4.
Click the "eye" icon to View the Job Details
5.
Click the "pencil" icon to Edit the Job Details
6.
Click Create Job to add a new Job
Now let's narrow down our list of Jobs using the Filters on the right (Note: Job Reporting will default to pulling All jobs).
7.
Select the Job Status(es)
10.
Choose the specific Customer(s)
Your list will automatically update after each filter applied. Once you have your list filtered, let's go through the View & Editing options.
For standard jobs (not OnDemand or part of a Route):
13.
Click the "eye" icon to View the job details
a.
Planned Job Time, Actual Job Time, Completed Job Times & Revenue earned (click the pencil to edit)
c.
Job Notes to the Office from the crew (envelope with "x" means no notes, bolded closed envelope means new notes, open envelope means notes have been read)
d.
Scheduling History for the job (i.e. scheduled, rescheduled, etc.)
e.
Scheduling History for the job (i.e. scheduled, rescheduled, etc.)
f.
Job Notes to Crew from the office
14.
Click the "pencil" icon to Edit the job details
For OnDemand jobs or jobs assigned to a Route:
15.
Click the "eye" icon to View
a.
View the individual OnDemand Job Details
b.
View the entire Route Details
16.
Click the "pencil" icon to Edit
a.
Edit the individual OnDemand Job Details
b.
Edit the entire Route Details
Next let's go through Job Reporting for Unscheduled Jobs.
1.
From the Job Reporting page, select Unscheduled Jobs
2.
Use the Date filter to select a date range (Note: Unscheduled Jobs will apply the Date filter to the job's Service Window)
3.
The list of Jobs will display the following:
a.
Job Status (Unscheduled)
c.
Customer's Service Location
d.
Service(s) assigned to the job
e.
Service Window Start Date
f.
Service Window End Date
4.
Click the "eye" icon to View the Job Details
5.
Click the "pencil" icon to Edit the Job Details
6.
Click Create Job to add a new Job
Now let's narrow down our list of Jobs using the Filters on the right (Note: Job Reporting will default to pulling All jobs).
8.
Choose the specific Customer(s)
Your list will automatically update after each filter applied. Once you have your list filtered, let's go through the View & Editing options.
For jobs not assigned to a Route:
10.
Click the "eye" icon to View the individual job details
11.
Click the "pencil" icon to Edit the individual job details & Schedule it
For jobs assigned to a Route:
12.
Click the "eye" icon to View the individual job details
13.
Click the "pencil" icon to Edit the Route details & Schedule it
You can now run through Job Reporting as often as you need. Checking the Job Reporting on a regular basis will help ensure you don’t miss any promised work.
Be sure to stay on top of Invoicing completed work as well. Continue to the
Invoices user guide for more help.
