Creating Jobs 📝
Installation Jobs 🏗️
Installation jobs represent new Amplifi-Qx system deployments and follow a structured creation process through our sales pipeline.
Automatic Creation Process
When a sales opportunity is marked as "Won" in the system:
- The system automatically generates a new installation job
- Relevant details are imported from the sales opportunity
- The job enters the NEW INSTALL stage
- The sales team receives a notification to complete initial setup
Required NEW INSTALL Information
The sales team must complete these essential details:
📊 Financial Information
- Expected invoices confirmation
- Payment terms verification
- Budget allocation
- Cost center assignment
📋 Pre-Installation Survey
- Survey scheduling status
- Site visit requirements
- Access arrangements
- Special considerations
📐 Site Documentation
- Floorplan status and requirements
- Building layout details
- Coverage area specifications
- Access point locations
🔧 Technical Specifications
- Proposed Amplifi-Qx solution details
- Network Unit (NU) count
- Coverage Unit (CU) count
- Equipment requirements
👥 Contact Management
- Primary contact details
- Site access contacts
- Technical contacts
- Billing contacts
📍 Site Characteristics
- Built-up area status
- External signal strength measurements
- Location type (rural/urban)
- Access considerations
- Parking availability
- Key areas requiring coverage
- Additional handover requirements
Creating Other Job Types 🔄
Accessing the Job Creation Form
- Click the '+' button in the top navigation bar
- Select "Job" from the dropdown menu
- Choose the appropriate job type
Standard Job Information
All non-installation jobs require these core details:
📝 Basic Information
- Job Name: Clear, identifiable title following naming conventions
- Job Type: Selection from available types
- Job Details: Comprehensive description of work required
- Company: Client company for the job
- Expected Start Date: Anticipated commencement
- Priority Level: Urgency indicator
💰 Financial Details
- Expected Cost: Anticipated expenses
- Expected Value: Projected revenue
Job Types Available
📐 Site Surveys
Create standalone survey jobs for:
- New site assessments
- Coverage expansion analysis
- Problem area investigation
- System optimisation studies
Required Information:
- Survey location details
- Access requirements
- Coverage objectives
- Client contacts
- Timeline requirements
Learn More About Site Surveys →
🔧 Maintenance Visits
Schedule maintenance appointments for:
- Regular system checks
- Performance optimization
- Hardware maintenance
- Client support
Required Information:
- Maintenance agreement reference
- Site access details
- System components
- Previous maintenance history
- Special requirements
Learn More About Site Visits →
Best Practices 💡
Naming Conventions
Follow these guidelines for job names:
- Start with client name
- Include location identifier
- Add job type reference
- Use standardised format
Example: "ACME London - HQ Installation"
Documentation Requirements
Ensure these elements are included:
- Complete site information
- Accurate contact details
- Clear scope definition
- Required approvals
- Supporting documents
Assignment Guidelines
When assigning jobs:
- Consider team workload
- Check resource availability
- Verify skill requirements
- Set clear expectations
- Document responsibilities
Remember
Installation jobs can only be created through the sales process to ensure proper qualification and handover of client requirements.