![JobPro Systems Limited www.jobpro.co.nz JobPro Systems Limited Le vel 1, 3 Arawa Street, Grafton, Auckland, New Zealand. ? PO Box 8752, Symonds Street, Auckland 1150, New Zealand ? Ph: +64 9 309 0144 Fax: +64 9 309 0177 [email_address] JobPro Systems Limited was formed in 2008 to develop and market a software solution to specific problems being experienced by the service industy. This software package, JobPro, was the result of a streamlining of the proven Transport and Logistics package ¨C TDS ¨C into its base components, and then broadening the result to make it applicable to a wide range of businesses in the service industry. JobPro Systems Limited is part of the Axis group which includes both Software Associates and Christopher Main Associates ¨C the developer of the original TDS package. JobPro Systems Limited specializes in providing integrated solutions to the Service industry using JobPro as the entry point.. Quite often a successful implementation will require that JobPro be interfaced or integrated to other systems or products from other companies. JobPro ¨C Unique configurability options](https://image.slidesharecdn.com/05jobproconfigurability-1210563602570139-9/85/05-Job-Pro-Configurability-10-320.jpg)
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05 Job Pro Configurability
- 1. JobPro ¨C Unique configurability options Configuring JobPro JobPro can be used in a wide range of industries. In most cases JobPro can be configure to suit the peculiarities of any given business. This is done by configuring the JobPro job types to match the various customer work flows , and then configuring the screens and menus to match the requirements of the different users. JobPro Systems Limited www.jobpro.co.nz
- 2. JobPro Systems Limited www.jobpro.co.nz Setting the job type to match the work flow ¨C an example The Scenario: A property maintenance firm offers a 24 hour call out service to apartment owners. Part of the service is a fully itemised account showing all times and a CD containing digital images of the fault and the completed work. The Job Type is set up with the following status tree. L Live Job , just phoned in. A Technician allocated TTS Travelling to Site : Allows charging of travel time and kilometres AOS Arrived at Site ie ready to work. IP In Progress: work started; difference between this time and AOS could be chargeable as waiting time to get into an apartment OSC On Site work Completed: Now for the paperwork. RSTC Reports and CD sent to Customer: Paperwork done, C Complete: Job fully complete ¨C now raise the invoice A just as valid but simpler status tree for the same type of work could be L,A,IP,C ie Live, Allocated to Technician, In Progress and finally Complete JobPro ¨C Unique configurability options
- 3. JobPro Systems Limited www.jobpro.co.nz JobPro ¨C Unique configurability options Configuring JobPro Users Each User : Can have different menus, printers, etc set up to suit them . Or these may be derived automatically from the User Group User Group : Determines what version of the software each user will run. At this level, whole functions of the program suite are either activated or deactivated, depending on various system settings. For example, at the TDS_EL1 level, the user has 5 desktop diaries ¨C at the Admin level, the user has unlimited. Menus Menus in JobPro are set up as simple text files. Each user group can have its own menu, and each user can have their own menu. The default is that a user will access the menu set up for the group. However, the ability to assign a menu to each user means that JobPro can be specifically tuned to an individual user, not just the business.
- 4. JobPro Systems Limited www.jobpro.co.nz JobPro ¨C Unique configurability options Menus For example, the user GP has been set up with his own menu. This restricts him to the following;- 1. Listing the masterfile information. Creating and dispatching jobs. In particular, this user cannot add new customers, products, or resources. The user cannot see any pricing, and cannot rate and invoice jobs.
- 5. JobPro Systems Limited www.jobpro.co.nz Configuring the Desktop Diary ¨C example#1 Each Diary : Configured differently for each user. Each Tile : Each tile within any diary can be configured to suit a user. For example, the main job tile here shows Customer order #, Reference # and Docket # JobPro ¨C Unique configurability options
- 6. JobPro Systems Limited www.jobpro.co.nz Configuring the Desktop Diary ¨C example #2 This Diary : Tiles are configured in Cascade mode. Each Tile : The job tiles do not show Customer Order#, ref#, Dkt# , etc as these tiles are showing future work. The reference numbers will be attached at a later stage JobPro ¨C Unique configurability options
- 7. JobPro Systems Limited www.jobpro.co.nz JobPro ¨C Unique configurability options Setting the Desktop Diary At the Admin level, the user can select from a range of filters including Geographic location, Job Type, Job Status, Dates, and Customer. In this case the user is showing a job tile for each of Call Out , Fix, and Site Inspection Jobs. The ¡°Configs¡± option from the main menu is selected and the selection saved as PropMnt.
- 8. JobPro Systems Limited www.jobpro.co.nz JobPro ¨C Unique configurability options Saving the specific setting Saving the configuration results in that configuration being slotted to the top of the 5 most recently used. The 5 settings or Configs are of course the ones used for the JobPro entry level.
- 9. JobPro Systems Limited www.jobpro.co.nz JobPro ¨C Unique configurability options More configurable features Reports: Each business can have its own version of any of the JobPro reports. These customer version reports are kept separate from the main reporting function. When JobPro is asked to run any report, it first tries to find a customer specific version. If none exist, then then standard report is run. Popups: The popups that are accessed from the F3 function key can be configured separately for each user and each form that they are called from. Diary Tiles: Each diary tile eg Job, Resource, can be configured for both User Groups and individual users via a simple text file. This means that some fields can be hidden to some users eg money fields, but able to be seen by other users in the same user group.
- 10. JobPro Systems Limited www.jobpro.co.nz JobPro Systems Limited Le vel 1, 3 Arawa Street, Grafton, Auckland, New Zealand. ? PO Box 8752, Symonds Street, Auckland 1150, New Zealand ? Ph: +64 9 309 0144 Fax: +64 9 309 0177 [email_address] JobPro Systems Limited was formed in 2008 to develop and market a software solution to specific problems being experienced by the service industy. This software package, JobPro, was the result of a streamlining of the proven Transport and Logistics package ¨C TDS ¨C into its base components, and then broadening the result to make it applicable to a wide range of businesses in the service industry. JobPro Systems Limited is part of the Axis group which includes both Software Associates and Christopher Main Associates ¨C the developer of the original TDS package. JobPro Systems Limited specializes in providing integrated solutions to the Service industry using JobPro as the entry point.. Quite often a successful implementation will require that JobPro be interfaced or integrated to other systems or products from other companies. JobPro ¨C Unique configurability options