Set-up
Tudodesk back-office
Mac or PC
What's this for?
Depending on the type of business you run, you may want to segment jobs by Service type, for example: Warranty, Return, Service, Repair, Redo.
Tudodesk can help you set up a pre-defined list of reason codes so your team can quickly assign them to your Jobs at check-in.
You can use the reason code for segmenting searches, or creating lists, when printing job job sheets, work sheets and job travellers.
You can group jobs in JDS by reason code.
The reason code can be added on email notifications when updating customers.
What you should know
You can rename the Reason/Code to your specific use case on the job entry form in back office.
Tudodesk can help you set up a pre-defined list of reason codes and quickly assign them when you create working jobs.
You can import a CSV file of reason codes.
You can show the reason on the job sheets when you print or view from the Job Display System.
You can create segment lists by filtering on reason codes and then saving those lists as 'smart-lists.'
How to customize your job form to accept a reason code
Open an existing job sheet in the back-office.
Scroll down to the summary section and click the Customize button on the right side of the section heading.
Check the Reason/code option and modify the label, for example: 'Service type'.
Scroll down and click Save (you will need to reload for your changes to update).
How to set-up a saved list of reason codes using the property selector.
Open an existing job in the back-office.
Scroll down to the summary section.
Click the search icon next to the Reason code entry box (renamed above as 'Service type').
Click + New item on the item selector screen.
Enter the service type name. You can also enter a Code for reference.
Click save and repeat to create your list.
How to import a list of reason types.
Follow the above tutorial steps to (4)
From the New item panel, select the Import CSV file.
Upload your CSV list of reason codes.
Map any code column, Description, and RGB values (the min' requirement is a description column)
Follow the on-screen instructions and Import.
Note the import feature will remove any existing entries.
How to assign a reason type on a Job sheet or work order.
Open an existing job in the back-office.
Scroll down to the summary section.
Click the search icon next to the Reason/code entry box (renamed above as 'Service Type').
Select the option from the list, you can filter using the search box.
Your selected option is automatically applied.
How to display the reason type on your job sheet or work order template.
Click the settings icon at the bottom of the side menu bar.
Select the Templates option in the side navigation list
Select an existing Job template from the list or create a New template.
Scroll down in the Template properties situated on the left until you see the Reason option — Mark as Yes.
Scroll down in the Template properties located on the left until you see the Reason label option — Rename as 'Service type'.
Click Save to update your changes
How to group jobs by reason type JDS (Job display system.)
Log into the Job Display System (JDS)
From the top menu select the Group by icon (3rd icon from right.)
In the side group menu select Reason.
This will re-organize you jobs to be shown by group (Reason)
You can remove the group filter by selecting Clear from the group menu.