For agencies📋 Scheduling & Dispatch
Turn on readable job numbers
Give every job a short number like C-DKY-EPH-0001 that your team, your interpreters, and your customers can all quote.
By default a job is identified by a long internal id that nobody can read out over the phone. Turn on job numbers and every new job gets a short readable one instead, built from your initial, your city and state, the customer's own short code, and a running count for that customer.
Step by step
- 1Open Settings, Billing & Subscription, and find the Job number prefix field.
- 2Enter a prefix, or click the suggested one. A job then numbers like C-DKY-EPH-0001, where EPH is the customer's short code and 0001 is that customer's first job.
- 3Leave the prefix blank if you would rather keep job numbers off. Nothing changes until you set one.
- 4Set or edit a customer's short code on their record under Operations, Customers.
- 5Search a job number in the dispatch search drawer to jump straight to that job.
Tips
- A number is stamped once, when the job is created, and never changes afterwards. Editing your prefix later leaves every number already issued exactly as it was, so your history keeps matching your invoices.
- Interpreters see the job number too, on their assignment card and in their subscribed calendar feed, which gives everyone one thing to quote when they call about a job.
- You can add a Job # column to your invoices. It is the one invoice column that starts switched off.
- On QuickBooks invoice lines the job number takes the place of the old job reference. Lines already sent to QuickBooks keep the reference they were sent with, so nothing you have already filed changes.
- Numbers count per customer rather than across your whole agency, so each customer's jobs run 0001, 0002, 0003 in their own sequence.
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