This guide will walk you through the new enhancements to the recurring jobs list in the Evolution platform. By using the new columns and advanced filtering, you can more easily manage and organise your recurring jobs. This is crucial for efficiently scheduling your technicians, ensuring the right tools and chemicals are allocated, and streamlining your day-to-day field service operations.
Prerequisites: You must have an active recurring job schedule set up within the platform.
What Else You Should Know
The Evolution platform integrates with Vital for ANZ, which manages your scheduling and field service operations. The recent update introduces new columns and filtering capabilities to the recurring jobs list, making it easier to sort and find jobs based on specific pool attributes. This helps Franchise Partners maintain the "one Poolwerx Way" by ensuring jobs are accurately categorised and assigned.
It's important to remember that while the system offers these new filtering tools, maintaining accurate and complete pool addresses is still essential to avoid sales being assigned to the incorrect Marketing Territory (MT). The new filtering capabilities are designed to complement, not replace, good data hygiene.
Step-by-Step Process
This section outlines how to access and use the new filtering features for your recurring jobs.
Navigate to the Recurring Jobs List: From the main dashboard, go to the Scheduling module and select Recurring Jobs.
Locate the New Columns: In the recurring jobs list, you will now see four new columns: Pool Type, Pool Surface, Pool Sanitiser, and Pool Filter.
Apply Advanced Filtering: Click on the filter icon or the column headers to open the filtering options.
Select a Filter Criterion: Choose a pool attribute you wish to filter by (e.g., Pool Sanitiser).
Specify Your Filter Value: From the dropdown menu, select the specific value you are looking for (e.g., "Chlorine").
View Filtered Results: The list will automatically update to show only the recurring jobs that match your selected criteria.
Expected Outcome: You will see a refined list of recurring jobs that meet your specific filtering requirements, making it easier to manage your schedule.
Key Considerations & Best Practices
Data accuracy is key: Ensure all pool records are up-to-date with the correct Pool Type, Pool Surface, Pool Sanitiser, and Pool Filter information. Incorrect data will lead to inaccurate filtering results.
Seasonal scheduling: While these new filters help, remember that seasonal jobs have a known limitation where they reset at the start of the month instead of after the last service date. To avoid scheduling inaccuracies, the current workaround is to manually create separate summer and winter jobs.
Combine filters for precision: You can apply multiple filters at once to narrow down your search even further. For example, you can filter for jobs with a "Fibreglass" surface and a "Sand" filter.
Frequently Asked Questions (FAQ)
Q: Why are some jobs not appearing when I apply a filter?
A: This usually means the pool attributes for those jobs have not been entered or are incorrect. Check the individual pool record and update the information as needed.
Q: Can I save my filtered views?
A: While you can't save a filtered view, you can bookmark the page after applying your filters to quickly return to that specific view later.
Q: The system is still scheduling seasonal jobs incorrectly. What should I do?
A: This is a known system limitation due to a third-party recurrence library. The workaround is to manually create separate jobs for the summer and winter seasons. For more information, refer to the related guide on handling seasonal scheduling issues.
Related Guides & Next Steps
What's next: Once you've filtered your jobs, you may want to review and optimise your scheduling. See our guide on Creating a New Job and Assigning Technicians.
Deep dive: For more details on the known system limitations, including seasonal job scheduling, please refer to the ANZ | Current System Limitations article
See also: Learn how to ensure your client and address information is accurate by reading Managing Clients and Their Records.