Suprata Support

Introduction to Jobs

The Jobs section is a comprehensive resource for managing all aspects of job-related operations within Suprata. Whether you’re scheduling appointments, defining job types, or customizing job workflows, this section provides the tools needed to streamline job management for your business. From creating job templates to managing cancellations, holds, and agreements, the Jobs section ensures every step of the process is organized and efficient. This section includes detailed guidance on setting up and managing job-related features, such as adding job types, customizing terms, and applying tags to categorize tasks. It also covers tools for managing job queues, providing a clear view of scheduled, pending, or active jobs for easy tracking and prioritization. For businesses relying on servic...

Creating and Managing Job Appointments

Please visit the Job Appointments section at the following link Link (coming soon). This section covers everything from creating single or recurring job appointments to viewing, managing, and assigning them to service agreements. It ensures that users can streamline their operations by providing clear guidance on setting up jobs, handling unscheduled appointments, and making adjustments as needed. With detailed instructions on assigning jobs to agreements and managing recurring appointments, this section helps ensure that your workflow remains smooth and organized. In addition to job creation and scheduling, the Job Appointments section includes essential steps for confirming appointments and completing jobs. Learn how to manually confirm or cancel appointments, send automated notificati...

Add Job Types

Adding Job Types allows you to organize and categorize the various types of jobs your business manages, ensuring streamlined operations and accurate job tracking. By creating custom job types, you can assign relevant Terms and Conditions and associated forms to ensure consistency and clarity in workflows. This feature helps tailor job management to your organization's specific needs, making it easier to manage and execute tasks effectively. Once added, job types can be accessed and utilized across the platform for enhanced operational efficiency. Prerequisites: Account owners and those with administrator access. Instructions From the main Dashboard, click the Administration tab.

Add Job Terms and Conditions

The Add Job Terms and Conditions feature allows you to define the specific legal or procedural guidelines that apply to various job types within your organization. By creating tailored terms and conditions, you can ensure that each job is aligned with your business standards and client expectations. These terms can be customized using the platform’s text editor, or you can utilize the AI-Assist tool to generate professional content efficiently. Once added, these terms can be assigned to job types, providing consistency and clarity for both internal teams and clients across all services. Prerequisites: Account owners and those with administrator access. Instructions

Add Hold Reasons

Adding Hold Reasons allows you to define specific scenarios where a job might be temporarily paused, ensuring clear communication and streamlined workflow management. These reasons can include situations such as awaiting customer feedback, equipment delays, or payment issues. By standardizing Hold Reasons, your team can maintain transparency, track paused tasks effectively, and minimize disruptions in job progress. Once added, hold reasons can be easily applied and managed within the platform for improved operational efficiency. Prerequisites: Account owners and those with administrator access. Instructions

Add Cancel Reasons

Adding Cancel Reasons allows administrators to define clear and consistent reasons for job cancellations within the system. This feature helps streamline workflows, improve communication, and maintain accurate records of canceled jobs. By specifying cancellation reasons, businesses can track patterns, address operational inefficiencies, and ensure team alignment on the status of jobs. Once configured, these reasons can be applied to relevant jobs, enhancing transparency and accountability across your organization. Prerequisites: Account owners and those with administrator access. Instructions

Add Agreement Templates

Adding Agreement Templates allows businesses to create standardized service agreements that can be tailored to meet client-specific needs. This feature ensures consistent contract terms while providing flexibility through editable content and automated tools like the AI-Assist Contract Generation Tool. Agreement Templates streamline the creation process by including fields for subscription details, contract duration, and invoice themes, enabling users to set up comprehensive agreements quickly and efficiently. With the option to include default invoice items, this feature enhances operational accuracy and simplifies the process of managing service agreements. Prerequisites: Account owners and those with administrator access. Instructions

Add Job Tags

Adding Job Tags allows administrators to create custom labels that can be applied to jobs for better organization and tracking. These tags help categorize tasks, making it easier to filter, sort, and manage jobs based on their specific attributes or requirements. By selecting unique names and colors for each tag, you can visually identify job categories at a glance, enhancing workflow efficiency and clarity across your team. Prerequisites: Account owners and those with administrator access. Instructions From the main Dashboard, click the Administration tab.

Viewing Jobs in Queue

The Viewing Jobs in Queue feature allows users to efficiently manage and monitor active jobs within the system. By accessing the Daily Queue page, users can view all open jobs and organize them using customizable filters and sorting options. This functionality streamlines job tracking by enabling users to filter jobs based on specific criteria, such as tools or accounts, and sort them by date or queue, ensuring a clear and organized view of daily operations. Prerequisites: Authorised Users. Instructions From the main Dashboard, click the Open Jobs tab.

Suggested knowledgebase articles:

Knowledgebase Jobs

Articles in this category