The check button allows you to edit a job after it has been completed. You can change all parts of the delivery (eg. quantity, time on site, extras, price per unit, etc). This allows you to amend the order before you send out an invoice or import into your accounts package.
Once you have checked a job, the background on the check column will go green (2). This shows it has been checked and ready for invoicing and uploading to accounts. You can also manually update a job as checked, or unchecked (see video below).
You can also mark a job "On Hold". This is done in the same way in the video below. Jobs "On Hold" have a red background (1). Jobs on hold will not be downloaded for importing (even if they have been selected).
RED background = On Hold
GREEN backbround = Job Checked
The colour of the tick in the box (3,4,5) denotes how the data has come back from the driver tablet.
GREEN = Job was calculated by the driver on site and the price has been updated (if necessary) for wait time and any additions. The customer will have been able to see the final total on the tablet.
YELLOW = The driver did not press the "Calculate" button on the tablet so it did not update the price on site. The customer will not have seen the final price on the tablet. But, AGG SMART has updated the price (if necessary) once the job was returned, so the invoice should be correct.
RED = The driver has left data off the tablet, or there has been an issue with the data being sent back from the tablet to AGG SMART. Please check the total delivered with the driver and update the order if necessary by clicking the "Check" button.
