User Fields
User Defined Fields give you the flexibility to add customized information to data that Smart Service already tracks about Prospects, Prospect Job Items, Customers, Jobs, Job Items, Equipment, and Asset Usage. The information you enter into these User Definable Fields can be used to keep valuable data that you need for your business on file. You can also include data from User Definable Fields in your reports.
When creating your user fields, choose the record type you wish to create a field for and use the next available “Field Name” on the right. Don’t forget that checking the “Required” box next to each field will only make this information required for your office users and not those in iFleet.
If you are using QuickBooks’ user definable fields, the user fields maintained by Smart Service do not integrate with QuickBooks. Keep this in mind when choosing which user fields are right for you. If you’d like to see some examples on user defined fields, check out this article.
Job Exceptions
If your company has iFleet, then creating job exceptions here will be an essential feature for the hand-off between field and office. A job exception is a list of occurrences that may happen in the field which require attention from the office. When reviewing jobs in “Post Work Orders”, the selected job exception will be displayed at a glance to make sure the office notices and corrects the issue.
In summation, create job exceptions for things that you want to make sure you’re alerted to when the happen in the field. You may also wish to add a generic “Attention Needed” exception. This way, the technicians can choose this to alert you, then describe the issue in notes or a job user field.