How do I approve a job submission for billing tracking

How do I approve a job submission for billing tracking?

Approvals and Service Ticket Process 

Once assignments and jobs are completed and submitted via the Field User on a Mobile App. Line items along with their service tickets will populate in the Service Ticket and Approval Queues Beta pages. Line items may also be manually input from these respective pages.

Approvals Process

1. Click Operations
2. Click Approvals Queue (Beta)

Filters

The main filter includes the Service Tickets, Approvals, and Invoices

Service Tickets

This filter will populate the job list to only include jobs with missed or ongoing pending service ticket line items.

Approvals

This filter will populate the job list to only include job that have actionable line items to approve from a submitted service ticket or manually added line item.

Invoices

This filter will populate the job list to only include jobs that have an invoice attached to them.

To the left jobs are displayed actionable items that have yet to be invoiced. These are found in the Approvals Tab. From here you may mark the line items as unapproved, approved, ready, and invoiced via the black ACTIONS button. Some or all of these options may apply. Once marked as invoiced these line items will fall into the invoiced section of the Approvals tab. Keep in mind that if line items from the approvals queue are marked as invoiced they will no longer be available to build out a Service Ticket.

Service Ticket Process

1. Click Operations
2. Click Service Tickets

Typically most service tickets will be submitted and finalized from the Field User on the Mobile App. Service Tickets that have Pending Line items to be finalized include corrections made on services tickets for items that have been missed and need to be signed and verified. Redlist does not allow for edits to be performed on Service Tickets that are already signed.  

Create Service Tickets Corrections

1. Click Operations
2. Click Approvals Queue (Beta)
3. Click the Service Tickets Tab

Once the job is identified, from the Job Card to the left

4. Click the Pending Line Items dropdown
5. Click Add Assignment
6. Add the Bill as Type, Date, Qty, and UoM.
7. Click Create Assignment
8. Click the Checkboxes next to the Line Items to be included in the New Service Ticket corrections
9. Click Create Service Ticket
10. Optionally add timers, additional items, correct quantities, add additional information, upload files, review the Terms & Conditions, Print Name, and Sign
11. Click Create Service Ticket to finalize the ticket.

Approval Actionable Line Items

     1. Select the Approvals tab on the appropriate job

     2. Select the line items to change their status

     3. Accept or Reject the line items either via the drop-down or status button on the bottom right.