Job Costing Screens Defined

Manage Job - Buttons Explained

Info	This screen is used to add and manage internal notes for a job. Enter notes in the main text area (with formatting options available) Save to store notes against the job From Template to insert pre-set templates Print Notes to include notes in printed documents Close to exit
Workflow	This screen allows you to control how the Job Workflow overview is displayed, helping you plan and track jobs over a selected time period.
Ready for Invoice	When selected, it simply adds a thumbs-up icon to the job in the results grid, providing a clear visual indicator that the job is complete and ready for billing.
Functions	The Functions tab provides access to a range of additional actions that can be performed on a selected job. These are typically used for maintenance, updates, or managing specific job settings.
View Doc	When you select a document in the Sales Doc or Purchase Doc tab and click View Doc, the document will open in a new screen.
Print Doc	When you select a document in the Sales Doc or Purchase Doc tab and click Print Doc, it will open a print selection screen. From there, click Continue to either print or email the document.
Print Reports	The Print Reports button provides a dropdown list of available job reports. Select the required report (e.g. Job Card, Job Analysis, Cost Report), and it will open ready for printing or review. This allows quick access to different reports related to the selected job.

Manage Job - Tab Explained

Basic Tab Overview

The Basic tab provides a high-level overview of the job and contains the key fields required to manage and update core job information.

The Basic tab is used to:

View and update key job details
Track job progress and status
Assign responsibility and references
Capture essential operational and administrative information

It acts as the central point for managing the most important aspects of a job before moving into more detailed tabs (such as Dates, Address, or Progress).

Completed	This controls the overall progress of the job Can be updated manually to reflect how far along the job is Helps with tracking timelines and reporting The small controls beside it allow for quick adjustments without typing
Charge Up (SC) Tick	When ticked, this indicates the job is chargeable to the customer
Assembly Tick	Used when the job involves building or assembling components
Prepriced (CTC) Tick	Indicates the job has fixed or predefined pricing, meaning costs are not calculated dynamically
Internal Job Tick	Marks the job as internal use only, meaning it is not billed to a customer
Sub Job Link	Allows you to connect this job to another related job, useful for larger projects split into parts
Comment	Used to add important notes, instructions, or context This is useful for keeping communication clear between users or teams
Short Description	A brief summary of the job for quick identification
Reference	Any additional identifier or note provided by the customer or internally
Order No	Links the job to a customer order or purchase order
Sales Rep	The person responsible for the sale or account
Status/Position	Shows where the job sits within the workflow or process stage
Team	The group or department responsible for completing the job
Asset Item	Links the job to a specific asset or item, if required Includes lookup options to quickly search and attach records

Job Percentage Complete

The job completion percentage is calculated by comparing the total budgeted quantity to the total actual quantity completed.

This value is displayed in blue; however, it may not always accurately reflect the true completion status. In such cases, the user may need to adjust it manually.

The percentage can be updated by clicking the arrow button or selecting a value from the dropdown menu.

If the tick box is enabled, the percentage will automatically update each time the job is saved. If the tick box is disabled, the percentage will remain unchanged and must be updated manually by the user.

A single button is available to update the completion percentage across all jobs simultaneously.

This function will only apply to jobs where the tick box is enabled. Jobs with the tick box disabled will not be updated automatically and must be adjusted manually by the user.

Manage Job - Filter Tab Overview

Item Code
Description
Department
Function
Req Date From and To
Quote No
Show Locked Lines Tick
Employee
Line Type
Line Reference
Line Status
Group Name
Update Lines
Clear Filter
Delete Range

Progress Tab Overview

The Progress tab provides a summary of job performance, with totals calculated based on values entered in the Scheduling tab (task activity groups).

Total Sell Budget	This value is initially populated when a quote is promoted to a job. It represents the total sell value (excluding) from the quote. This figure can be manually updated if required.
Total Cost Budget	Also populated when the quote is promoted to a job. Represents the total cost value (excluding) from the quote. This figure can be manually updated.
Activity Job Progress %	Calculated as the sum of percentage completion entered in the Scheduling tab for task activity groups. Reflects overall job progress.
Activity Sell Budget Sum	The total of all sell values assigned to task activity groups in the Scheduling tab.
Invoiced to Date	The total value of all processed invoices. Displayed as the sell value excluding GST.
Potential to Invoice	Calculated as: Activity Sell Budget – Invoiced to Date Indicates remaining value available to invoice.
Invoiced % to Date Sum	The total percentage already invoiced, based on percentages entered on task activity lines.
Value to Invoice	The calculated value ready to be invoiced, based on the invoicing percentages selected on task activity lines.
Total Hours	A manual entry field used to record the total hours required for the job.

Manage Job - Notes Tab

The Notes for Manage Job has been upgraded to the new text format