A job in RB9 is usually the reporting of a deposition. But it can be any kind of service you provide with your resources \u2014<\/strong> such as realtime, videoconferencing, or read & sign. You might also have further distinctions \u2014 such as conference room or document production only \u2014 to categorize jobs. A default list of job types is included in RB9 that you can customize to fit your business.<\/p>\n You do not have to set up separate jobs if a client has requested multiple services for the same time and place \u2014 such as a court reporter and an interpreter for a single depo. You can designate the services as separate tasks<\/a> in one job and bill them on a single invoice.<\/p>\n If you have RB Connect<\/a>, 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 \u2014 even upload related files \u2014 and it all imports into RB9 with no re-keying on your part.<\/p>\n When setting up a job RB9 provides alerts and guides. For example if a client\u2019s invoices are past due, you can have RB9 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, RB9 will alert you.<\/p>\n When setting up a job the minimum amount of information needed is who is ordering the job, job date, and time (including time zone).<\/strong> However there is a great deal more information that can be included in any job.<\/p>\n Information about each job is organized into 10 sections.<\/p>\n Section fields include:<\/p>\n Section fields include:<\/p>\n Section fields include:<\/p>\n Section fields include miscellaneous info like:<\/p>\n Section fields include each party\u2019s:<\/p>\n Section lists any specific expertise required for the job.<\/p>\n Section is a sub-function in jobs for allotting reward points<\/a> to the job parties.<\/p>\n Section lists any parts of the job that require a separate resource and includes:<\/p>\n Section includes any files uploaded<\/a> to the job. (You can also upload files to individual tasks in the job.)<\/p>\n Section includes internal notes and reminders about the job added by you, your staff, and automatically by RB9.<\/p>\n You can look up existing jobs several ways:<\/p>\n TL;DR: RB9 jobs are depos or other services you provide that require separate resources \u2014 such as court reporters. They can be attached to a case to share information or stand alone.<\/strong><\/p>\n Award Points: <\/strong>Used to encourage clients to book with your\u00a0agency by rewarding them with points for different services. If you\u00a0have RB Connect, you can allow contacts to request point\u00a0redemptions online<\/a>.<\/p>\n Business Unit (BU):<\/strong> One of your company\u2019s revenue centers or any entity in your business that you want to track separately \u2014 such as branch offices, other companies you own, affiliates, and profit-sharing operations.<\/p>\n Contact:<\/strong> Person who works for a firm you do business with \u2014 such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.<\/p>\n Firm:<\/strong> Business you provide services to \u2014 usually law firms, but can also be other court reporting firms, vendors, insurance companies, corporate clients, and courts.<\/p>\n Job Status:<\/strong> Stage a job is in, e.g., New or Cancelled. You can designate your own job statuses in RB.<\/p>\n Job Type:<\/strong> Categories of jobs requested by clients \u2014 such as Deposition or Real-Time.<\/p>\n Linked Jobs:<\/strong> For services you will bill separately \u2014 such as video done by a third party of a depo \u2014 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.<\/p>\n Location:<\/strong> Place where jobs occur \u2014 such as court rooms, hospitals, schools, doctors\u2019 offices, or private residences.<\/p>\n Location Type:<\/strong> Categories of locations \u2014 such as doctor\u2019s office or private residence.<\/p>\n Notes Logs:<\/strong> Notes entered either by a user or automatically by RB9 appear in chronological logs in the database record where they occurred \u2014 such as a case, job, invoice, or entity.<\/p>\n Ordering Contact:\u00a0<\/b>Contact at the firm that is\u00a0responsible for a job with your company. Can be different from the\u00a0scheduling contact (Scheduled By).<\/p>\n Ordering Firm:\u00a0<\/b>Firm that is\u00a0responsible for a job with your company.\u00a0Can be different from the\u00a0Scheduling Firm.<\/p>\n RB Connect:<\/b> Online repository, calendar, and access to your office for clients and resources. More ><\/a><\/p>\n Repository:\u00a0<\/strong>RB9 has 9 repositories where you store files for safekeeping and quick retrieval. When you store files in a job, they are in RB9\u2019s Job Repository. If you have RB Connect you can give clients and\/or resources access to specific repository files.<\/p>\n Resource:<\/b> Person or thing that provides your business with a service \u2014 such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.<\/p>\n Scheduling Contact:\u00a0<\/b>Contact who initiates a jobs with your company. Can be different from the Ordering Contact.<\/p>\n Scheduling Firm:\u00a0<\/b>Firm that initiates a jobs with your company. Can be different from the Ordering Firm.<\/p>\n Task:<\/b> Service requested with a job \u2014 such as reporting, interpreting, or video, that require a separate resource (person, company, thing) to accomplish. More ><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Jobs can be set up as:<\/h3>\n
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Job information in RB9<\/h2>\n
General<\/strong><\/h3>\n
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Client<\/strong><\/h3>\n
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Job Location<\/strong><\/h3>\n
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Additional<\/strong><\/h3>\n
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Parties<\/strong><\/h3>\n
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Specialties<\/strong><\/h3>\n
Award Points<\/strong><\/h3>\n
Tasks<\/strong><\/h3>\n
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Repository<\/strong><\/h3>\n
Notes Log<\/strong><\/h3>\n
Find jobs in your RB9 database<\/h2>\n
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Actions within a job<\/h2>\n
Within a job, you can:<\/strong><\/h3>\n
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RB9 concepts in this lesson<\/h4>\n