SingleOps has improved its functionality (May 25th, 2018) with sales reps and assignees by breaking them out into separate dropdown options on the job and visit. Here's an overview of the changes and what each of these options does.
- The Sales Rep dropdown on a job or contract contains just the list of users who are marked as a sales reps.
- A jobs sales rep has special functionality; which includes, but is not limited to, the following:
- included on supported reports
- recognized on associated document templates
- will receive automatic notifications of customer acceptance
- sync with the invoice to QuickBooks Desktop
- A job's sales rep will no longer have the crew's visits automatically on their calendar when the work is scheduled. They will still have onsite estimate tasks, that they are assigned to, on their calendar like they normally would. If there is a case where they are both the sales rep on the job and need the work to be on their calendar, then they just need to be added as an assignee to the appropriate visit.
- Any active user can be assigned to visits and tasks.
- Assigned users will see scheduled events on their calendar.
- Assigned users are included in filters for associated events on the job management pages, the calendar, and certain reports.
Why the change?
- Users, who are also flagged as a sales rep, can be assigned to a job without inappropriately being credited as the sales rep on the job
- A job can now have a sales rep on it without the work itself unnecessarily clogging up their calendar once its scheduled with the crew (Onsite estimate tasks a sales rep user is assigned to will still appear on their calendar, and if the jobs sales rep needs the work to also appear on their schedule then they just need to also be added as an assignee).
What happened to users assigned to visits before this update?
- Everyone user that was assigned to an event before this update will still appear as an assignee.
- Sales Rep users assigned to visits before this update will appear as BOTH an assignee for the visit and a Sales Rep on the job.