What is a Job?

A job in RB is usually the reporting of a deposition. But it can be any kind of service you provide with your resources

Concept #1
Job

A job in RB is usually the reporting of a deposition. But it can be any kind of service you provide with your resources, such as realtime, videoconferencing, or read & sign. You might also have further distinctions, such as conference room or document production only, to categorize jobs. A default list of job types is included in RB, and you can customize to fit your business.

You do not have to set up separate jobs if a client has requested multiple services for the same time and place, such as a court reporter and an interpreter for a single depo. You can designate the services as separate tasks in one job, and bill them on a single invoice.

Jobs can be set up as:

  • Single events, including as online/Zoom meetings
  • Linked jobs (commonly used for videotaped depositions where you want to bill the video separately)
  • Series of jobs at once
  • Part of an ongoing case so they share case information

If you have RB Connect, your clients can send you job requests for a single event or a series of jobs that import directly into RB9. Clients can include detailed information about the job, even upload related files, and it all imports into RB9 with no re-keying on your part.

When setting up a job, RB provides alerts and guides. For example, if a client’s invoices are past due, you can have RB pop up an alert with the total overdue amount and days past due, so you can address it immediately. Another example is when scheduling Zoom meetings, if the host account has a scheduling conflict between an existing Zoom meeting and the one you are scheduling, RB will alert you.

When setting up a job, the minimum amount of information needed is who is ordering the job, job date, and time (including time zone). However, there is a great deal more information that can be included in any job.

Job information in RB

Information about each job is organized into 10 sections.

General section fields include:

  • Job number, date, and times (also zone and daylight savings adjustment)
  • Job Status
  • Business Unit
  • Witness (& whether subpoenaed, expert, and what kind)
  • Job Type
  • Case & any case warning (includes link to complete case information)

Client section fields include:

  • Scheduling Firm & Contact (includes links to complete firm and contact information)
  • Ordering Firm & Contact (includes links to complete firm and contact information)
  • Firm & contact warnings
  • Firm & contact calendar notes

Job Location section fields include:

  • Location Type (the ordering firm’s location; a different firm location; a location from your database; one of your company’s locations; a resource location, such as your conference room; online meeting, such as Zoom; or a one-off address you enter manually)
  • Location name, address, and phone (includes links to complete location information and map) or URL ( (if a job is an online meeting, the job location fields change to URL; you can then select Zoom and have your Zoom meeting preferences automatically included, which you can override as needed)
  • Directions (if the job is a Zoom meeting, this field will automatically include the meeting ID, passcode, and dial-in phone numbers)
  • Notes about the location

Additional section fields include miscellaneous info like:

  •  Your own codes for jobs
  • If the job was rescheduled, the date of the original job (includes link to previous job’s information)
  • If the job is linked, the job it is linked to (includes link to linked job’s information)
  • Sales Representative (includes link to sales rep’s information)
  • How you got the job (referral, repeat client, etc.)
  • Unlimited notes about the job (scheduling, confirmation, resource notification, production/billing that are automatically shared with the appropriate people)

Parties section fields include each party’s:

  • Company information
  • Role, including which side and attendance
  • Access to job information
  • Billing information (including 3rd party details plus insurance information and e-billing)
  • Requested services

Specialties section lists:

  • Any specific expertise required for the job

Award Points section is a sub-function in jobs for allotting reward points to the job parties.

Tasks section lists any parts of the job that require a separate resource and includes:

  • Resource assigned
  • Dates task was assigned; when it’s due; when the resource was notified; when acknowledged by the resource; if canceled, when; and when it was completed.

Repository section includes any files uploaded to the job. (You can also upload files to individual tasks in the job.)

Notes Log section includes internal notes and reminders about the job added by you, your staff, and automatically by RB.

Actions within a job

Within a job, you can:

  • Update information in any section.
  • Upload files to the job and its related tasks.
  • Confirm the job with the client.
  • Reschedule or cancel the job. RB will prompt you to notify the ordering party and any assigned resources. If the job is a Zoom meeting, the Zoom info (like ID and passcode) will remain the same for rescheduled jobs. If it is canceled, the Zoom meeting is automatically deleted by RB.
  • Copy the job to create a new one with all of the same information except the date.
  • When creating a new job, set up multiple jobs at once for different days, or even multiple times in the same day(s).
  • Add the job to a case, and have it inherit case information like parties to the case.
  • Create a linked job that includes all of the job information to use for a service you will bill separately (such as video of a depo). When confirming or canceling a job, it will alert you if there is a linked job so you can update that one too.
  • Add tasks, set task deadlines (you can override the default due dates set from the ordering firm’s preferences or your BU’s preferences), assign resources to tasks, and manage tasks.
  • Change the job’s status, using shortcuts or automatic updates for some statuses.
  • Manage job parties’ access to job information and files on RB Connect.
  • Add third-party and insurance billing information for job parties.
  • Include any party’s service requests for the job.
  • Find information about the contact, firm, resource, and job location, including contact information and driving directions.
  • Begin production turn-in.

TL;DR: RB jobs are depos or other services you provide that require separate resources, such as court reporters. They can be attached to a case to share information or stand alone.

Related RB concepts

Award Points: Used to encourage clients to book with your agency by rewarding them with points for different services. If you have RB Connect, you can allow contacts to request point redemptions online.

Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately, such as branch offices, other companies you own, affiliates, and profit-sharing operations.

Contact: Person who works for a firm you do business with, such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.

Firm: Business you provide services to, usually law firms, but can also be other court reporting firms, vendors, insurance companies, corporate clients, and courts.

Job Status: Stage a job is in, e.g., New or Cancelled. You can designate your own job statuses in RB.

Job Type: Categories of jobs requested by clients, such as Deposition or Real-Time.

Linked Jobs: For services you will bill separately, such as video done by a third party of a depo, set up a linked job instead of a task. Linked jobs are separate jobs on the calendar, but because they are tied together, you will be notified when a depo is confirmed that there is a linked video job, so you can confirm the linked job. Or if the depo is canceled, you can cancel the video job too and notify the videographer.

Location: Place where jobs occur, such as court rooms, hospitals, schools, doctors’ offices, or private residences.

Location Type: Categories of locations, such as doctor’s office or private residence.

Notes Logs: Notes entered either by a user or automatically by RB appear in chronological logs in the database record where they occurred, such as a case, job, invoice, or entity.

Ordering Contact: Contact at the firm that is responsible for a job with your company. Can be different from the scheduling contact (Scheduled By).

Ordering Firm: Firm that is responsible for a job with your company. Can be different from the Scheduling Firm.

Resource: Person or thing that provides your business with a service, such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.

Scheduling Contact: Contact who initiates a jobs with your company. Can be different from the Ordering Contact.

Scheduling Firm: Firm that initiates a jobs with your company. Can be different from the Ordering Firm.

Task: Service requested with a job, such as reporting, interpreting, or video, that require a separate resource (person, company, thing) to accomplish.

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