Create Job from Main screen
click on ADD Job/Quote Button
Then type a partial search ID into the client ID field and press enter, in this case we added "Tes" and pressed enter.
As Test was highlighted already, select OK and you are returned to the Create Job screen. But now the Client details are populated and Job is allocated by Costmanager.We also add in the Contact details Name & numbers next to the order details for this particular order. If you want to change the date (defaults to today date),click the cursor in the date field and use the back arrow to alter.
At this point we have several decisions to make in regards to this particular job.
Copy Details from another Job/Quote - You can select to Copy details from another Job or Quote, this will open the Copy Job/Quote details screen. You then Select All or Clear All ticks or individually tick or untick the fields you want to select. Then click Choose Job, this opens the Job Finder screen to for you to select the job you want.Copy Details from another Job/Quote - You can select to Copy details from another Job or Quote, this will open the Copy Job/Quote details screen. You then Select All or Clear All ticks or individually tick or untick the fields you want to select. Then click Choose Job, this opens the Job Finder screen to for you to select the job you want.
Selecting details for this particular job.
Fill below from above details - Copy client details into job details below.Fill below from last job details - Copies Job details from the last job you did for the client.Fill below with new job details - clears all details from the job details area for you to complete new details.Choose Site to fill below - Click here to create a new site location or select one already created. (We selected an existing site to fill the job details).Set Default Options - you can select which is your preferred job details default, you can also select an option to "Go directly to Labour & Materials Input on Job Save". These options can be altered at any time.
CostManager is set to default to " Repeat Above" as this is the most common choice
Stock Location - that material will be drawn from.
Job Priority - The level of Priority for which this job will be completed.Site & Order - details received from client complete these fields.Job Name & Details - can be entered manually or from the auto fill buttons discussed earlier.Reason - type in the reason for this Job, you can use the drop down arrow to select one previously added or type in your own and click "Remember" to add to the list of reasons.Certificate of Compliance (COC) - once job is complete you can record the COC in this field.State Date /End Date - These date are used by the maintenance system, but can also be used for other jobs as well.
Break Up'sIf you have "Break up's" turned on in your set up then you will need to select your break options before saving the job. (Note: Break up's will only apply if turned on)
Break up - Can be used for location, area, type of work, etc. Break up 1 / Quoter - Can also be used like break up or if you want to know whose quoted what job. If Quoter selected, you have a drop list of staff created in the list.Break up 2 - if used for marketing information and allows you to set up abbreviations EG: FB - Facebook, YP - Yellow Pages, YPO - Yellow Pages online.These break ups allow your to break up your sales reports and gain a greater understanding of your business and where it comes from.
Service charge - if you tick this box a the service charge will apply. If a default amount is preset then it will appear, but it can be changed anytime by overriding it. (Add service charge set up here)Charge Travel - if this box if you want charge travel against this job.
Saving the Job with or without Jobcards or processing a field Invoice
Save and Create Jobcard - Save the job and creates Job card to be sent out or printed.Save without Creating Jobcard - Saves job and closes the screen.Go to Field Entry Invoice - For companies who use manual invoice books and then complete invoices in the office afterwards. Click this button opens "Field Invoice Options".
Field Invoice Options - select whether you want to save the Job with / without a Jobcard.
This then opens the Field Invoice screen, where you completed all required details from the Field Invoice returned to the office.
InvoiceJob No - already created by the system.
Date - Defaults to today's date, but can be overriddenEX GST - Add the total cost of materials & labour excluding GSTGST - Once total added to EX GST field, click in this field and it will automatically fill the amount.Total Inc GST - Completed automatically.Invoice Comments - Free type field.
PaymentTick to auto pay off invoice - defaults to auto pay off invoice.Date - Auto-filledInv. No - Auto-filled.Amount Received - Auto-filled, but can be overriddenWithholding - relates to any amount withheld by the client (retentions)Discount - type in a number here to apply a discount to the invoiceGST - Auto-filled but can be overridden.Total - Auto-filled.Method - select type of payment received. Choose from Cheque, EFT, C/Card, Paypal & Other.Ref. - Add reference information.Payment Comments - Reasons for any change to the invoice value.