Job Management

There are several setup tables and options related to the Job Management module.  Items denoted with an asterisk are required for basic jobs processing. Below is a list of all Job Management Setup Tables and Options. Contract Forms Commission ...

The Commission Type setup table is used to define labels for commissions to be paid to a salesperson.  Each commission type code is identified as being one of six types: Recurring Non-Recurring Estimated Gross Profit Gross Profit Estimated...

Contract Forms is a description for the type of contract your customer has signed.  The contract form is a selectable field on the System form under the contract information section.  Contract Forms are for informational purposes only, but may ...

The Install Company is an important piece of the Job Costing functionality within the Job Management module of the application.  One Install company is selected on the Job Work Order form for each Job from the list of entries that are made in th...

An Installer record is created for each employee you will be scheduling to perform labor on an installation job.  This employee may also have a secondary role of a Service Technician.  If this is true, select the Both button adjacent to the Inst...

Job Approval Groups are used to create a list of “approvers” of a Job.  If the Approval Processing functionality has been activated on the JM Setup Processing form and a list of Approval Groups has been assigned to the Job Type, no parts may be ...

The fields that are activated will appear for data entry on the Job Custom Fields form which is a button on the Job Toolbar.  Fields are activated by typing in a label in the text box to the right of the Custom Field that will be used.  The data...

In the example shown below, we chose to track Referrals for each Job.  For each choice you would like the User to be able to select from, create one record in this setup table.  The number of records you may enter is unlimited. The entries in the...

Job Expense Types are used to categorize types of miscellaneous expenses related to Tickets and Jobs. There a five pre-defined records in this table which have a specific purpose within the application; you may not delete or modify these expense ...

Job Phases, used only in the Job Management module, is primarily designed to provide a tool for Job resource planning; Labor and Materials.  Job Phases also control when you are able create an invoice for a Job. One Phase Code is pre-populated ...

Job Statuses are used to track the progress of the job.  When a new Job is created, the system will automatically set the job status to the status assigned to the first task listed on the job task list.  As job tasks are approved, the job statu...

Job Tasks are used to define the functional and operational steps necessary to complete a job.  The tasks that you create may include labor type tasks, billing tasks, and administrative tasks.  Once a Task is created, you select which User Group...

Labor Tasks are used when creating Job Appointments and posting labor hours to a job from the Timesheet entry form.  Labor tasks describe the type of work the Installer has performed.  Each labor task may be assigned a default estimated amount ...

The Prevailing Wage setup table is used for tracking and calculating direct labor expenses at a rate that may be different than the normal labor rate of the Installer.  Some government jobs require the installing company to comply with specific ...

The Job Setup Processing setup consists of three setup forms: The Setup Processing form is used to select default G/L Accounts that will be used when creating Installation Company records.  This table also contains a control for locking a sales...