Create a New Job - Manually

Creating a Job manually begins from the Customer Explorer. Prior to creating a job, the appropriate setup of a Customer/Site/System must be complete. If the job is being created for a new customer, create the customer, site, and system recor...

In the Job toolbar, click Work Order. The Job Work Order Entry form opens. This is the first data entry form for the new job. Most of the information on this form is automatically filled in from the customer and site information. Fill out this for...

In the Job toolbar, click Job System. The Job System form opens. Clear the New System checkbox at the top left of the System form. Click the lookup button to the right of the System Account field. The Select Customer System form opens. Highli...

The list of Job Tasks is automatically loaded from the default Task List associated with the Job Type that was selected on the Work Order form. The Task list represents major milestones needed to complete the Job. As each Task is completed, the...

Use the Installs form to create a list of items to be invoiced to the customer. You can also enter the total estimated labor units for the job on any of the install lines. As labor timesheets are entered for a job, those labor units are displayed in...

Use the Recurring form to create a list of Items to be invoiced to the customer for recurring services. The field Sub Item of is used if recurring lines are to be "rolled-up" on the customer invoice. In the example below, the Sub Item has been ...

Use the Materials form to create a list of inventory parts to be used in the system installation. This form also displays the quantity of parts that have been issued to the job from a warehouse or from the receipt of a purchase order. If the cu...

The Job Costing form is used to enter the estimated costs expected for the Job. These estimated amounts are used to compare to the actual costs as they are posted to the Job. The Job Costing form is divided into three columns; Estimated Costs, ...

Use the Commissions form to list the commissions to be paid to the salesperson listed on the Work Order form and any other employee override commissions for a job. You have the option of manually entering commission line items or by clicking on the ...

The Job Custom Fields form is an optional part of the Job record. Use this form to enter and track additional information pertinent to the Job. If any of the fields on this form are highlighted in yellow, this is a required field. If all fields...