Jobs
Projects
Projects (Job Types): Define and categorise the various types of jobs that the system will manage, such as repair, maintenance, and installation. This classification enables better tracking, reporting, and resource allocation based on the nature of each job.
Continue to enter project titles as below:
Project Members
Project Members: select and assign project memners to each project. When creating a new job only the members assigned here will be available for selecting and adding to a job.
Project Categories
Project Categories: A project may consit of many categories, for example in a construction project you may have steel workers, Brick Layers, crane Drivers, Electrians, and many more trades. So the project is categorised based on the number of trades that is required on a construction site.
Job Priorities
Job Priorities: Establish a priority system to categorise jobs according to their urgency and importance, such as:
- High,
- Normal, or
- low-priority.
This helps in organising tasks more effectively and ensuring that critical jobs receive the appropriate attention and resources.
Job Statuses
Job Priorities: Establish a priority system to categorise jobs according to their urgency and importance, such as:
- High,
- Normal, or
- low-priority.
This helps in organising tasks more effectively and ensuring that critical jobs receive the appropriate attention and resources.
Sub Jobs
Sub Jobs: Configure sub jobs to allocate resources effectively, such as specific job types, necessary equipment, and materials. This ensures that all resources required for each job are accounted for and available when needed, improving operational efficiency.
Diaries Module
Title Configuration for Support Personnel.
Within the Diaries Module, you can define the appropriate titles for your engineers, technicians, consultants, or other service professionals. This feature ensures that job roles are clearly designated, making it easier to manage and assign tasks according to the correct personnel.
SAM is a versatile system designed to support various service sectors, each of which may use different terminologies for its support or service personnel. Whether you’re working in IT, maintenance, healthcare, or any other sector, SAM allows you to customize these titles to reflect the specific job roles and terminologies used in your industry. This flexibility helps maintain clarity across teams and enhances job allocation accuracy, ensuring that the right tasks are assigned to the appropriate personnel.
Job Templates
Job Templates: Create predefined templates for common job tasks. This feature streamlines the process of job creation by reducing the need for manual data entry each time a job is created, allowing for consistent job setup and faster initiation of recurring tasks.
By ensuring that each of these configurations is properly set up, your business can fully harness the power of the Jobs Module, leading to more streamlined operations, better resource management, and improved job tracking.
