OFFICE EXPRESS HELP ASSISTANT

Professional Software for Professionals

 

Defining The Master Job File

Before adding any customers to the Office Express database, take the time to define all the services you offer to your customers. Office Express comes with most jobs you probably offer, but you should review the list and customize to to fit your company’s needs.

NOTE: If you have contracted customers or customers who pay flat monthly payments, you should read Defining Contracts first.

To access your job list, click on the Job List icon in the Office Express Navigation bar. The image above shows this icon. Your Company Job List page will be displayed as shown below...

 

From this screen you can insert, edit and delete jobs into your job file.

To insert a new job, either press the Insert key on your keyboard or click the Insert button at the bottom of the window.

You are able to add and delete jobs freely to fit your company’s needs.

When you either insert or edit a job the Edit Job Wizard will be displayed as shown below.

Enter information into each edit box as required. Note that the price and job code values are default values which can be overridden when scheduling the jobs for customers.

For example, if most of your customers pay $35 for a job, make the default price $35. If there is a customer who pays $40, you can will override the $35.  

The Apx. Start Date field is only used by jobs you do more than once per year like weekly maintenances. This date is used by Office Express during its yearly reset. During the reset, Office Express reschedules all the scheduled jobs for your customers. The job Next Dates are set to the Approximate Start Date. Don't be too concerned or get confused with this in the beginning. It is really quite simple but you won't have to be concerned with it until next year. As a rule of thumb, to get started, put the date that you plan to start work in the edit box like 3/1.

The Print Order field is only used for printing contracts. Office Express sorts your job list alphabetically. Some company’s prefer to control the order in which items print on a contract. For example, to have Spring Cleanup print before Fall Cleanup. See Defining Contracts for more information.

The last item is a message that appears on your workorders for your employees to see, Any pertinent message about the job is up to you. When done, click the Next button and then the Finish button to save your changes.

You should take the time to customize the job list to best fit your services before you begin to schedule the jobs for your customers.


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