Managing a Job Jacket

You can manage a service transaction through all stages from within a Job Jacket.

All transaction types linked to the job jacket report on the status, the user who created the item, the date, and the time, so that anyone monitoring or editing this job jacket can know everything about the entire service lifecycle.

To open and edit a work order:

When a Job Jacket is built, a work order is automatically created for the customer machine. To edit the work order segments, click the work order number in either the Open Work Order, Reference field, or the Job Details, Reference field.

To create an inbound traffic ticket:

In the Inbound Traffic, Reference field, click the Create link to add a new service traffic ticket.

To decline an inbound traffic ticket:

In the Inbound Traffic, Reference field, click Decline to cancel the inbound traffic ticket. A new screen will open, and you will be prompted to record a Reason for refusing the traffic ticket

To edit an inbound traffic ticket:

In the Inbound Traffic, Reference field, click the traffic ticket number to open the Receipt tab and edit the inbound traffic ticket.

To create a quote or estimate:

In the Quote, Reference field click the Create link to add a new service quote or estimate.

To decline a quote or estimate:

In the Quote, Reference field click the Decline link to. A new screen will open, and you will be prompted to record a Reason for refusing the creation of the quote or estimate

To edit a quote or estimate:

In the Quote, Reference field, click the quote or estimate number to open the Customer - Quote Header screen and edit the quote/estimate.

To submit or decline a warranty transaction:

In the Warranty, Reference field click the Submitted or Decline link. If you decline to make a warranty entry, a new screen will open and you will be prompted to record a Reason for refusing the creation of the quote or estimate

To create an outbound traffic ticket:

In the Outbound Traffic, Reference field, click the Create link to add a new service traffic receipt.

To decline an outbound traffic ticket:

In the Outbound Traffic, Reference field, click Decline to cancel the outbound traffic ticket. A new screen will open, and you will be prompted to record a Reason for refusing the traffic ticket

To edit an outbound traffic ticket:

In the Outbound Traffic, Reference field, click the traffic ticket number to open the Receipt tab and edit the outbound traffic ticket.

To create or decline a follow-up note:

In the Follow-up, Reference field, click the Contacted or Decline link. If you decline to make a follow-up contact, a new screen will open and you will be prompted to record a Reason for declining to make a customer follow-up

You may also log any calls or link multimedia files to this job jacket that would create a better picture of the customer's experience.

To record calls related to the job jacket:

  1. Click on the Call Tracking tab.

    The Call Tracking tab appears.

  2. Select the Need to record a call? Click here to add link.

    The Record A Call screen appears.

  3. Enter a Date, Time, Contact Name, and Description of this customer call.

  4. Click Save to keep this call record.

To add multimedia files to the job jacket:

  1. Click on the Multimedia tab.

    The Multimedia tab appears.

  2. Select the Click here to add a link from the VitalEdge Server link or the Add an external link link.

    The appropriate screen opens and you can choose which files to add to this job jacket.

Security Switch: 814 Product Support - Job Jacket

Revision: 2025.05