Create a New Job - Manually

Creating a Job manually begins from the Customer Explorer.  Prior to creating the Job, the User must first perform the appropriate setup of a Customer/Site/System. If the Job is being created for a new Customer - Create the Customer, Site and Syst...

The Commissions form is used to list the commissions that will 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 clic...

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, Act...

The Job Custom Fields form is an optional part of the Job record.  This form is used 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 fie...

The Installs form is used to create a list of Items that will be invoiced to the customer.  You may 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 wil...

The Materials form is used to create a list of inventory parts that will 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. I...

The Recurring form is used to create a list of Items that will 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 h...

The Job System form will be displayed.  Un-check 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 will be displayed.  Highlight the System ...

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 r...

The Job Work Order Entry form will be displayed.  This is the first data entry form for the new Job.  Most of the information on this form will automatically be filled in from the Customer and Site information.  Fill out this form according to your ...