Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
| schedule [2026/01/26 03:18] – chillhubadmin | schedule [2026/10/01 07:18] (current) – chillhubadmin | ||
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| * Navigate the Sales Order page by selecting **Menu** -> **Scheduling** | * Navigate the Sales Order page by selecting **Menu** -> **Scheduling** | ||
| * The following options are located on the toolbar | * The following options are located on the toolbar | ||
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| * **New Appointment**: | * **New Appointment**: | ||
| * **New Daily Note**: Add a daily note for reference | * **New Daily Note**: Add a daily note for reference | ||
| * Additional Filter and Navigation : | * Additional Filter and Navigation : | ||
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| * A badge indicates the number of open submissions. | * A badge indicates the number of open submissions. | ||
| * Take one of the following actions on open requests: | * Take one of the following actions on open requests: | ||
| Line 31: | Line 31: | ||
| * Saving customer details. | * Saving customer details. | ||
| * Views Tab: | * Views Tab: | ||
| - | * **Calendar**: | + | * **Calendar**: |
| - | * **Total**: Shows the total amount | + | * **Total**: Shows the total allocated sales amount for the selected day. //(Hidden from users without **Job Amount & Allocation** access)// |
| * **Notes**: Displays daily notes for quick reference. | * **Notes**: Displays daily notes for quick reference. | ||
| * **Events**: | * **Events**: | ||
| * Display time as //Planned// or //Actual (Planned)//, | * Display time as //Planned// or //Actual (Planned)//, | ||
| - | * {{mdi> | + | * {{mdi> |
| * Event color is determined by the assigned team color configured in user settings. | * Event color is determined by the assigned team color configured in user settings. | ||
| * Clicking on an event or note opens a **context menu** with the following options: | * Clicking on an event or note opens a **context menu** with the following options: | ||
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| * Schedule a new job by **clicking or dragging** in an empty time slot in the calendar area. | * Schedule a new job by **clicking or dragging** in an empty time slot in the calendar area. | ||
| * Add new notes by clicking an empty space in the " | * Add new notes by clicking an empty space in the " | ||
| - | * **List**: Presents scheduled jobs and daily notes in a structured data table format. \\ {{: | + | * **List**: Presents scheduled jobs and daily notes in a structured data table format. \\ {{gallery>: |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| * **Status**: Shows the current status of the scheduled job (e.g., Pending, Completed, Cancelled) | * **Status**: Shows the current status of the scheduled job (e.g., Pending, Completed, Cancelled) | ||
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| * **Date**: Date of the job appointment | * **Date**: Date of the job appointment | ||
| * **Customer**: | * **Customer**: | ||
| Line 72: | Line 72: | ||
| * **Invoice No.**: The invoice number linked to this job. | * **Invoice No.**: The invoice number linked to this job. | ||
| * **Sales Order No.**: The sales order number associated with this job. | * **Sales Order No.**: The sales order number associated with this job. | ||
| + | * **Quotation No.**: The quotation number associated with this job. | ||
| * **Delivery Order No.**: The delivery order number linked to this job. | * **Delivery Order No.**: The delivery order number linked to this job. | ||
| * **Job Completion Note No.**: The job completion note number linked to this job. | * **Job Completion Note No.**: The job completion note number linked to this job. | ||
| - | * **Amount**: The total amount | + | * **Allocated Sales Amount**: The sales amount |
| * **Remark**: Any additional notes or comments related to the job. | * **Remark**: Any additional notes or comments related to the job. | ||
| * **Attachment**: | * **Attachment**: | ||
| Line 80: | Line 81: | ||
| === Job Appointment Form === | === Job Appointment Form === | ||
| ++++ Accessing Job Appointment Form: How to create or edit scheduled job in the system from different entry points | | ++++ Accessing Job Appointment Form: How to create or edit scheduled job in the system from different entry points | | ||
| - | - **From Scheduling Page**: Click the New {{mdi> | + | - **From Scheduling Page**: Click the New {{mdi> |
| - | - **From Sales Order/ | + | - **From |
| * **Customer information**: | * **Customer information**: | ||
| * If the job details differ from the billing information, | * If the job details differ from the billing information, | ||
| - | * **Invoice No.** and **Sales Order No.**: These will be copied over automatically. | + | * **Quotation No.**, |
| - | * By default, **Auto Link Amount** is enabled, and the **Amount | + | * By default, **Auto Link Amount** is enabled, and the **Allocated Sales Amount** will match the invoice amount (or sales order amount). |
| - | * If the amount to receive on the scheduled date is different, uncheck | + | * Uncheck |
| * **Delivery Order No.**: If a delivery note exists with a matching delivery date, it will be automatically linked to the scheduled job. | * **Delivery Order No.**: If a delivery note exists with a matching delivery date, it will be automatically linked to the scheduled job. | ||
| * **Job Completion Note No.**: If a job completion note exists with a matching service date, it will be automatically linked to the scheduled job. | * **Job Completion Note No.**: If a job completion note exists with a matching service date, it will be automatically linked to the scheduled job. | ||
| Line 92: | Line 93: | ||
| ++++ Job Appointment: | ++++ Job Appointment: | ||
| == Job Appointment Form == | == Job Appointment Form == | ||
| - | \\ {{: | + | \\ {{gallery>: |
| * **Status**: Shows the current status of the scheduled job (e.g., Pending, Completed, Cancelled) | * **Status**: Shows the current status of the scheduled job (e.g., Pending, Completed, Cancelled) | ||
| * **Date**: Date of the job appointment | * **Date**: Date of the job appointment | ||
| Line 98: | Line 99: | ||
| * **From**: The planned start time of the job. | * **From**: The planned start time of the job. | ||
| * **To**: The planned end time of the job. | * **To**: The planned end time of the job. | ||
| - | * {{mdi> | + | * {{mdi> |
| * **Actual**: | * **Actual**: | ||
| * **From**: The actual start time of the job. | * **From**: The actual start time of the job. | ||
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| * **Industry Filter**: Used to filter task selection | * **Industry Filter**: Used to filter task selection | ||
| * **Tasks**: Select one or multiple tasks to be performed. | * **Tasks**: Select one or multiple tasks to be performed. | ||
| - | * **Team**: The assigned | + | * **Primary |
| * **Employee**: | * **Employee**: | ||
| + | * **Secondary Teams**: Additional teams involved in the job, alongside the primary Team. | ||
| + | * Click {{mdi> | ||
| + | * {{mdi> | ||
| + | * //Only available to users with **Job Amount & Allocation** permission.// | ||
| + | * Each assigned team is listed as a row (the primary team is labeled **Primary Team**), with the following fields: | ||
| + | * **Split Percent (%)**: The share of the job amount allocated to the team based on its contribution, | ||
| + | * **Hourly Rate**: The team's hourly rate, used for labor hour calculation when billing the customer. | ||
| + | * {{mdi> | ||
| + | * Allocated sales and labor cost report is available in: | ||
| + | * **[[dashboard|Dashboard]]** -> **Team Summary** | ||
| + | * **Custom Report** -> **Labor Cost Summary** and **Labor Cost by Team** | ||
| + | * **Internal Job**: Tick this checkbox to mark the job as an internal job (e.g. meeting, training). Customer fields are disabled. | ||
| * **Customer** | * **Customer** | ||
| * **Billing**: | * **Billing**: | ||
| - | * {{mdi> | + | |
| + | | ||
| * Visit [[https:// | * Visit [[https:// | ||
| * **Customer**: | * **Customer**: | ||
| * **Contact No.**: The contact number for the billing customer. | * **Contact No.**: The contact number for the billing customer. | ||
| - | * {{fa> | + | * {{fa> |
| * **Person in Charge**: The main contact person at the billing customer’s company. | * **Person in Charge**: The main contact person at the billing customer’s company. | ||
| * **Email Address**: The billing customer' | * **Email Address**: The billing customer' | ||
| Line 120: | Line 134: | ||
| * **SST Reg. No.**: The Sales and Services Tax (SST) registration number of the customer (Only required for SST-registrant) \\ // | * **SST Reg. No.**: The Sales and Services Tax (SST) registration number of the customer (Only required for SST-registrant) \\ // | ||
| * **Tax Identification No.**: Tax Identification Number (TIN) of the customer. Company TIN is mandatory, while the **Default TIN** can be used for individuals. \\ //E.g. C2584563222// | * **Tax Identification No.**: Tax Identification Number (TIN) of the customer. Company TIN is mandatory, while the **Default TIN** can be used for individuals. \\ //E.g. C2584563222// | ||
| - | * {{mdi> | + | * {{mdi> |
| * **Use Default TIN**: Use // | * **Use Default TIN**: Use // | ||
| * **Address**: | * **Address**: | ||
| - | * {{mdi> | + | * {{mdi> |
| * **Postcode**: | * **Postcode**: | ||
| * **City**: Billing city of the customer | * **City**: Billing city of the customer | ||
| Line 136: | Line 150: | ||
| * **Delivery**: | * **Delivery**: | ||
| * **Different from billing info**: Enable this option if any customer' | * **Different from billing info**: Enable this option if any customer' | ||
| + | * {{mdi> | ||
| * **Customer**: | * **Customer**: | ||
| * **Contact No.**: The contact number for the delivery customer. | * **Contact No.**: The contact number for the delivery customer. | ||
| - | * {{fa> | + | * {{fa> |
| * **Person in Charge**: The main contact person at the delivery customer’s company. | * **Person in Charge**: The main contact person at the delivery customer’s company. | ||
| * **Email Address**: The delivery customer' | * **Email Address**: The delivery customer' | ||
| * **Address**: | * **Address**: | ||
| - | * {{mdi> | + | * {{mdi> |
| * **Postcode**: | * **Postcode**: | ||
| * **City**: Delivery city of the customer | * **City**: Delivery city of the customer | ||
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| * **Clear all** button: Reset all entered customer delivery info and start fresh. | * **Clear all** button: Reset all entered customer delivery info and start fresh. | ||
| * **More Information** | * **More Information** | ||
| + | * **Quotation No.**: The quotation number linked to the job. (Auto populated if job is scheduled from quotation) | ||
| * **Sales Order No.**: The sales order number linked to the job. (Auto populated if job is scheduled from sales order) | * **Sales Order No.**: The sales order number linked to the job. (Auto populated if job is scheduled from sales order) | ||
| * **Create/ | * **Create/ | ||
| * **Invoice No.**: The invoice number linked to the job. (Auto populated if job is scheduled from invoice) | * **Invoice No.**: The invoice number linked to the job. (Auto populated if job is scheduled from invoice) | ||
| * **Create/ | * **Create/ | ||
| - | * **Amount | + | * **Allocated Sales Amount**: The sales amount |
| - | * **Auto Link Amount**: Automatically links the invoice or sales order amount as the **Amount to Receive**. | + | * **Auto Link Amount**: Automatically links the invoice or sales order amount as the **Allocated Sales Amount**. The amount is prorated by the job's **Progress**. |
| + | * //(Hidden from users without **Job Amount & Allocation** permission)// | ||
| + | * **Progress**: | ||
| + | * If the linked invoice/ | ||
| + | * When you complete a job from the **[[dashboard|Dashboard]]**, | ||
| + | * Progress is factored into the allocated sales amount. \\ //E.g. an invoice scheduled over 4 days gives each job 25% progress, so each job amount is one quarter of the invoice amount. That amount is then divided among the teams assigned to the job based on their allocation.// | ||
| + | * //(Hidden from users without **Job Amount & Allocation** permission)// | ||
| * **Delivery Note No**: The delivery note associated to the job. | * **Delivery Note No**: The delivery note associated to the job. | ||
| * Automatically populated if a delivery note exists from the associated invoice or sales order with a matching delivery date. | * Automatically populated if a delivery note exists from the associated invoice or sales order with a matching delivery date. | ||
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| * **Job Completion Note No**: The job completion note associated to the job. | * **Job Completion Note No**: The job completion note associated to the job. | ||
| * Automatically populated if a job completion note exists from the associated invoice or sales order with a matching service date. | * Automatically populated if a job completion note exists from the associated invoice or sales order with a matching service date. | ||
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi>pencil?24}}: Edit the job completion note in the associated invoice or sales order. | + | * {{mdi>dots-horizontal}}: Edit the job completion note in the associated invoice or sales order. |
| * **View Document**: Opens the job completion note for viewing and allows the customer to sign digitally. | * **View Document**: Opens the job completion note for viewing and allows the customer to sign digitally. | ||
| * **Remark**: Any additional notes or comments related to the job. | * **Remark**: Any additional notes or comments related to the job. | ||
| Line 179: | Line 201: | ||
| ++++ Daily Note: Create or edit daily note for reference | | ++++ Daily Note: Create or edit daily note for reference | | ||
| == Daily Note Form == | == Daily Note Form == | ||
| - | \\ {{: | + | \\ {{gallery>: |
| * **Date**: The date associated with the daily note. | * **Date**: The date associated with the daily note. | ||
| * **Remark**: Notes or comments for reference on the selected date. | * **Remark**: Notes or comments for reference on the selected date. | ||
| Line 185: | Line 207: | ||
| ++++ Recurrence: Set Up a Recurring Schedule | | ++++ Recurrence: Set Up a Recurring Schedule | | ||
| == Recurrence Form == | == Recurrence Form == | ||
| - | \\ {{: | + | \\ {{gallery>: |
| * **Start Date**: The start date of the recurrence. //Default: Uses the selected job’s appointment date.// | * **Start Date**: The start date of the recurrence. //Default: Uses the selected job’s appointment date.// | ||
| * **End Date**: The end date of the recurrence. //Note: The recurrence period cannot exceed one year.// | * **End Date**: The end date of the recurrence. //Note: The recurrence period cannot exceed one year.// | ||
| Line 197: | Line 219: | ||
| * **Generate Jobs**: Generates job instances based on the defined recurrence rules and displays them in the preview table. | * **Generate Jobs**: Generates job instances based on the defined recurrence rules and displays them in the preview table. | ||
| * **Generated Jobs Preview**: //(Note that some of these columns may be hidden in the row details)// | * **Generated Jobs Preview**: //(Note that some of these columns may be hidden in the row details)// | ||
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| - | * {{mdi> | + | * {{mdi> |
| * **Submit status**: Indicates the submission state of each generated job. | * **Submit status**: Indicates the submission state of each generated job. | ||
| * **Unmodified**: | * **Unmodified**: | ||
| Line 215: | Line 237: | ||
| * **Save**: Button to create or update the jobs displayed in the preview table. | * **Save**: Button to create or update the jobs displayed in the preview table. | ||
| ++++ | ++++ | ||
| + | <aichat button float> | ||