HSTP Reoccurring Jobs

Standard HSTP Service: $125.00 inc gst
Repairs if needed not included. 
Invoiced per attendance only. 

1. Convert this month's HSTP Services to Jobs (Done on the first working day of each month)
   1. Simpro side bar - Reoccurring Jobs 
   2. Search: "HSTP"
      1. Note: All Jobs highlighted white = Not due yet
      2. Note: All jobs highlighted yellow = Due 
      3. Note: All jobs highlighted grey & can't be selected = Contact needs to be updated - contact the client & ask if they wish to continue with this service (Business will need to supply a PO with the dates how long they want to run the service for)
   3. Cost Center - HSTP Cost Center - Parts & labour - Check sell price is $110
   4. Check the "Next due date" collum for Jobs due within this month 
   5. For each job that is due this month go into job - site - history - find the last completed HSTP service job & what date it was completed on (check it is 3 months or more ago) if it is under 3 months change the due date in the recurring job the 3 months from last completed date. 
   6. Check all outstanding invoices have been paid - advise client that HSTP service will not be completed until all bills are paid 
   7. Click the box for each job that is due & needing to be created into a job ready to schedule 
   8. Click "Create Jobs" (In blue at the bottom of page) 
   9. These jobs can now be found at the top of the "Pending Jobs" page 
   10. In Pending Jobs - change all the just converted jobs status to "HSTP"

1. Scheduling the month's HSTP Services 
   1. Simpro - Side bar - Jobs - Pending
   2. Status: HSTP
   3. Download CSV Excel Spreadsheet (Download button, URH Corner)
   4. In the Excel spreadsheet you only need the following info, delete the rest (Job #, Client & site address)
   5. Go to HSTP Run Map & input all the address' or choose the layer with the areas add
      1. Check if there is a "# rows couldn't  be shown on the map" - click "open data" & review the site address needs to be the address & not the site name. Go into Simpro job & copy address into site collom in maps" when it is correct the row will turn white. 
      2. Remember, the tech can only attend a max of 8-10 HSTPs in a single day (equivalent to 10hrs labour in a day including travel)
      3. Spit the jobs into sections where the address' are closest together - for best productivity 
      4. Each section, arrange the travel map in the best route (If out of Dalby - first & last stop of the day is the workshop)
      5. Maps should automaticlly tell you how long the round trip will be
      6. If the tip is less than 10 hours & the tech will have extra time, check the pending / progress jobs & quotes for the same area. You can add these into the route as needed (Talk to the tech first to make sure they have everything they need for this job)
   6. Review the selected techs schedule for an opening
   7. Schedule each job for an hour each in the same order as the map run (don't worry about scheduling travel, the tech will do it as they go)
   8. Send a text to the client in pulse with the "HSPT Scheduled" template message 
   9. Once text is sent lock the booking 
   10. If they respond to cancel the booking they automatically forfeit this run & will be put on the list for the next recurring date (typically in 3 months time - council usually only cares it goes over 6 months). Call the client & ask if they understand this & make a note on their job, cancel & archive it. Unless in Dalby, it can be scheduled on its on if in town. 
   11. Done.