{"id":1154,"date":"2019-03-14T16:43:18","date_gmt":"2019-03-14T16:43:18","guid":{"rendered":"https:\/\/builder-help.gjgardner.com\/?page_id=1154"},"modified":"2023-07-13T00:26:01","modified_gmt":"2023-07-13T00:26:01","slug":"dpp-job-details","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/nz\/hc\/job-admin\/dpp-job-details\/","title":{"rendered":"Job Details for DPP Jobs"},"content":{"rendered":"

Deposit\/Pending\/Preliminary (DPP) Jobs exist so that Franchisees can do those pre-contract tasks within the system. <\/span><\/p>\n\n\n\n

Viewing a DPP Job<\/h3>\n\n\n\n
    \n
  1. On the navigational sidebar, select <\/span>Jobs<\/b> > Jobs List<\/strong>.<\/li>\n\n\n\n
  2. On the opened Jobs page, under Show Jobs Tick DPP<\/strong>. DPP Jobs will be visible in the Jobs List<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    3. Search for the job and click Open<\/strong><\/p>\n\n\n\n

    On the DPP Job General tab the following information is available:<\/p>\n\n\n\n

    Sales Folder<\/strong><\/td>Sales folder name the DPP Job was created from<\/td><\/tr>
    Status<\/strong><\/td>Sales folder status.<\/td><\/tr>
    Salesperson<\/strong><\/td>Salesperson assigned to the customer <\/td><\/tr>
    Site Name<\/strong><\/td>Site Name added to Sales Folder<\/td><\/tr>
    Job Admin<\/strong><\/td>Employee assigned as Administrator. **Field requires Action**<\/td><\/tr>
    Lot No.<\/strong><\/td>Site Lot Number.<\/td><\/tr>
    Est. Contract Price, $<\/strong><\/td>Contract Price to Date. This field equals the deposited amount\/s received from the customer less GST (EG. $3000 has been Paid as deposit, the field should have $2727.27 entered)<\/td><\/tr>
    Suburb<\/strong><\/td>Site Suburb.<\/td><\/tr>
    Sale Date<\/strong><\/td>The sale date will be set when the first payment is received from the customer in Xero.<\/td><\/tr>
    Street Number<\/strong><\/td>Site Street Number.<\/td><\/tr>
    Street<\/strong><\/td>Site Street Name.<\/td><\/tr>
    Memo<\/strong><\/td>The memo details from Sales Folder.<\/td><\/tr>
    Postcode<\/strong><\/td>Site Postcode<\/td><\/tr>
    Not Proceeding checkbox<\/strong><\/td>The checkbox is unavailable. Not proceeding is shown if the Sales folder status is Active.<\/td><\/tr>
    <\/td>If the Sales folder status is Will not complete, the Not proceeding checkbox will be ticked. The data when the status was changed will also be shown.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

    Letters\/Docs<\/strong><\/h2>\n\n\n\n

    The Letters\/Docs tab shows the list of available Job Document templates that can be produced for this job.<\/p>\n\n\n\n

    To Preview the Job Document<\/strong> <\/strong><\/h4>\n\n\n\n
      \n
    1. Hover over the document in the List; <\/li>\n\n\n\n
    2. Click the Preview<\/strong> icon <\/li>\n\n\n\n
    3. Click the Document Link<\/strong> to open. <\/li>\n\n\n\n
    4. Edit <\/strong>this preview document and changes will automatically save.<\/li>\n\n\n\n
    5. Select CONFIRM<\/strong> to generate a PDF of the document; and automatically attach the PDF to a system generated email window. <\/li>\n\n\n\n
    6. Send or Cancel sending the attached document via the System Generated email.<\/li>\n<\/ol>\n\n\n\n

      To Generate the Job Document<\/strong><\/h4>\n\n\n\n
        \n
      1. Hover over the required file.<\/li>\n\n\n\n
      2. Click the Produce<\/strong> icon <\/li>\n<\/ol>\n\n\n\n

        Note<\/strong>: No changes can be made to the original document template when generated this way<\/p>\n\n\n\n

        The email prompt will appear with the PDF document attached. Email to the customer or Click Cancel<\/p>\n\n\n\n

        Note<\/strong>: The PDF document will be saved in the Communications Folder in the Job Docs Google Drive<\/p>\n\n\n\n

        Manage the Letters\/Docs List<\/strong> <\/strong><\/h4>\n\n\n\n

        Documents that are shown available in the Job Letters list<\/a> for DPP Jobs can be managed and changed. The Letters and Docs list settings are the same for Full Jobs and DPP Jobs. <\/p>\n\n\n\n

        Communications<\/strong><\/h2>\n\n\n\n

        The Communications Tab displays a list of all system recorded communications with the customer, and provides quick access to create Communications.<\/p>\n\n\n\n

        The page opens as follows:<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        By clicking the Google Drive icon, the system opens JOB_DOCS folder of the current Job in a new tab.<\/p>\n\n\n\n

        \"\"<\/figure>\n\n\n\n

        The table of communications displays the following information:<\/p>\n\n\n\n

        Type<\/td>Sales Activity \/ Email \/ SMS \/ Document<\/td><\/tr>
        Created<\/td>Date when the communication item was created.<\/td><\/tr>
        Sender<\/td>Person who recorded the communication<\/td><\/tr>
        Subject<\/td>Subject of the communication item.<\/td><\/tr>
        Location<\/td>Location which the communication was initiated from.<\/td><\/tr>
        Message<\/td>Message content of the communication item.<\/td><\/tr>
        Attachments<\/td>If an attachment is available, the Attachment<\/strong> icon is displayed. Upon clicking the icon, the link to the attached document is generated.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

        Filter Communications<\/strong><\/h4>\n\n\n\n

        You can filter displayed communications by their types using the toggles:<\/p>\n\n\n\n