Jobs

 

The main component of JobsPlus, is Jobs. A Job can be entered directly into the Jobs screen, or created from a Quote. Once a Job has been entered all the details are easily available, making it simple to access the information you need.

 

The main job screen is shown below:

 

Features of the Jobs Module

 

The job section in JobsPlus allows you to:

 

·         Categorise jobs according to the different types of jobs available, for example, Project, Warranty, Service, etc.  You have the ability to customise Job Types to suit your business.

·         Set up your own numbering sequence for jobs

·         Link related jobs to a master job, giving you an overall picture of the jobs in the project. Relating your jobs together will allow you to split your project into different jobs which will give you greater control of each of the different sections of the project.

·         Search for jobs using standard or advanced search criteria.

·         Easily find a job by viewing the list of open and closed jobs

·         Create a new job from scratch, copy an existing job to a new job or convert a quote into a job. (Note:  Where a quote is won all the quote details can be converted to a job.)

·         Assign priority to jobs

·         Enter customised checklists

·         Apply discounts to parts or labour or both

·         Enter details (eg address, contact details etc) for both the client and the site

·         Itemise all labour to be used – Labour can be listed by employee and is detailed by labour task, cost rate, sell rate, discount applied etc

·         List all parts to be applied for the job – Details include part code, part description, buy price, sell price, quantity to be used and discount applied.  Parts can be listed for costing and invoicing purposes, or if you prefer, parts can be listed only for costing purposes.  This is advantageous where you do not wish to display all the individual component parts on the job.

·         Apply markup margins to parts

·         In relation to a particular job, view which parts need to be ordered, which parts have been ordered and which parts have been invoiced to the client

·         Apply service items to a job (ie costs that are not labour or parts)

·         View all purchase orders that include a particular job on the order

·         Create a purchase order whilst in a particular job

·         Apply overheads (eg payroll oncosts) to parts, labour, service items or a combination of these items.

 

 

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