Job Search Screen Explained Job Search Screen Searching for Jobs - Job Costing > Activity > Manage Job This screen is used to find and review jobs within the Job Costing Module. It includes a variety of filters at the top that allow users to quickly search for jobs using whatever information they have available. These filters provide flexibility, enabling users to perform broad searches with minimal details (such as a name or date) or narrow searches using specific criteria. This area only searches for Jobs with a Job status of Not Started Started In Progressing Search Button The  Search button is used to run the search once you have entered your desired criteria. After selecting or entering the relevant filters (such as job number, customer, date range, or status), clicking Search will display all jobs that match those criteria in the results grid below. Basic Search Tab Job Number If you know the exact job reference Customer From / To Filter jobs for a specific customer or range of customers Quote Number Locate jobs linked to a specific quote Order Number Search using the related order reference Short Description Search by keywords describing the job Date Type Choose which date you want to filter by (e.g., Start Date) Date From / Date To Define a date range to refine results Job Status Filter by status (e.g., All, Active, Completed)   Job Search Grid Columns Explained Job Costing > Activity > Manage Job Click Search  The Job Search screen displays results in a grid format. Each row represents a job record, and the columns provide key information about that job. The grid is customisable , allowing users to choose which columns are visible based on their needs. Customise columns in the grid: Hover your mouse over any column header in the grid A downward arrow will appear on the right-hand side of the header Click on this arrow to open a menu Select “Columns” from the list A full list of available column options will then be displayed Tick will show a column or untick to hide it Reordering Columns Columns can also be rearranged to suit your preferred layout Simply click and hold a column header , then drag and drop it into the desired position This allows you to organise the grid in a way that best fits your workflow Status Displays the current status of the job Delivery Address 1 / 2 Shows the delivery location details Asset Links the job to a specific asset, if applicable Division Indicates the business division associated with the job Reopened Identifies jobs that have been reopened after completion Assembly Indicates if the job involves assembly components Job Link Provides a reference or link to related jobs Payment / Retention Displays payment or retention-related information Estimated Start Date Planned start date for the job Invoice Group Groups jobs for invoicing purposes Charge Up Indicates whether the job is chargeable Project Links the job to a broader project Prepriced Shows if pricing has been predefined BOM / BOM Item Displays Bill of Materials and related items Activity Group Categorises the job under a specific activity Internal Job Flags jobs that are internal (non-customer facing) Job Manager Shows the person responsible for the job Comment Allows for additional notes or remarks Budget Selling Budgeted revenue for the job Actual Selling Actual revenue recorded Variance Difference between budget and actual values Invoiced Selling Amount that has been invoiced Memo Additional internal notes or messages Att (Attachments) Indicates if documents or files are attached to the job Due Displays due dates or overdue indicators Job Status Current status of the job (e.g. in progress, completed) Team The team assigned to the job Info Additional job-related information or quick access details WIP O/S (Work in Progress Outstanding) Value of work still in progress % Completed Progress percentage of the job Completion Date Date the job was completed Delivery Date Scheduled or actual delivery date Region Geographic area linked to the job Start Date When the job began Approved Date Date the job was approved   Expanded Search Fields When the Expand (Contract) option is selected, additional search filters become available. These provide more advanced ways to refine your search results. Status / Position Filter jobs based on their current status or stage within the workflow Division Search for jobs linked to a specific business division Region Narrow results by geographic location or branch Project Locate jobs associated with a particular project Payment / Retention Filter based on payment terms or retention details Reference Search using any external or internal reference number Asset Item Find jobs linked to a specific asset or item Order By Sort the results based on selected criteria (e.g., date, job number) Assembly Filter jobs related to specific assemblies or grouped components Charge Up Identify jobs based on charge-up rules or settings Prepriced Filter jobs that have predefined pricing applied Job Manager Search for jobs assigned to a specific manager Invoice Group (Inv Group) Locate jobs grouped for invoicing purposes These additional filters are especially useful when: Working with large volumes of jobs Needing to pinpoint very specific records Performing reporting or detailed analysis They allow users to move beyond basic searches and fine-tune results with greater accuracy and control . Manage Job Button The Manage Job button (highlighted in the toolbar at the top) is used to open a selected job into the full job management screen . To use this button: Highlight a job line from the results grid below Click Manage Job This will open the Manage Job screen , where you can: View full job details Update job information Manage tasks, timelines, and progress Access related documents and financials   Views Button The Views button allows users to change how the job information is displayed after running a search. Instead of only viewing jobs in a standard list, users can choose different layouts depending on their needs. Overview Option This screen allows you to control how the Job Workflow overview is displayed, helping you plan and track jobs over a selected time period. Click the Search button (magnifying glass icon) at the top of the screen to open the search fields. This screen allows you to control how the  Job Workflow overview is displayed, helping you plan and track jobs over a selected time period. View The first View dropdown lets you choose which date the workflow is based on: - Estimated Start Date - Completion Date - Delivery Date This determines how jobs are positioned and displayed in the workflow timeline. Column Width - This setting controls the  width of the columns in the workflow display. - Increasing the value makes columns wider, while decreasing it makes them narrower. Useful for adjusting the layout to fit your screen or improve readability. Date Range (Date From / Date To) - Defines the  overall date range of jobs to include in the workflow. - Only jobs within this selected period will be displayed. Debtor Filter - Used to filter jobs for a  specific customer (debtor) . - If left  blank , the system will display all jobs . - If a customer has multiple jobs, you can select them here to narrow down the results. View (Duration) The second View option controls how far ahead you can plan: - You can display the workflow for up to  12 weeks in advance This helps with forward planning and scheduling. Start Date - Defines the  starting point of the workflow view - This is typically set to  today’s date , but can be adjusted if needed Action Buttons - Search – Applies the selected filters and displays the workflow - Close – Exits the screen - Clear – Resets all fields Once you have applied your desired filters and clicked Search , the results screen will appear as shown below. This screen displays the results of your search in a workflow (timeline) view , organised by date. Each column represents a specific date, and the jobs returned from your search criteria are displayed under their scheduled or estimated start dates. Key Features: Job Display – Each job appears as a card showing key details such as: - Job name or description - Job number - Status indicators (icons and colours) - Start and completion dates - Assigned team Date-Based Layout – Jobs are arranged in columns by date, making it easy to see what work is scheduled on each day. Drag-and-Drop Functionality – Users can click and drag jobs from one date column to another to reschedule or reorganise the workflow. Visual Status Indicators – Colours and icons provide a quick view of job progress, delays, or completion status. Calendar Option The Calendar View displays jobs in a familiar calendar layout, making it easy to see when work is scheduled across specific days. Key Features: Jobs are displayed on the calendar by their selected date (e.g., Start Date), so you can quickly see what is planned and when. View Options – You can switch between: - Day – View jobs scheduled for a single day - Week – See jobs across a full week - Month – Get an overview of jobs across the entire month Navigation – Use the arrows or date selector to move between different days, weeks, or months. Drag-and-Drop Functionality – Jobs can be easily dragged from one date to another to reschedule them. Visual Indicators – Jobs are shown as coloured blocks, helping you quickly identify and differentiate between them. Gantt Chart View The Gantt Chart View provides a detailed timeline of all jobs, allowing users to visually track progress, duration, and scheduling across a timeline. - Timeline Display – Each job is represented as a horizontal bar stretched across the dates it is scheduled for, making it easy to see how long a job will take and when it is due. - Job Details Panel – On the left-hand side, key information is displayed in columns, including: Job Name Job Number Estimated Start Date Customer Name Description - Date Grid (Right Side) – The timeline on the right shows days and weeks, with job bars positioned according to their scheduled start and end dates. - Visual Progress Tracking – The length and position of each bar clearly indicate: Job duration Overlaps with other jobs Gaps in scheduling - Drag-and-Drop Functionality – Jobs can be moved along the timeline to adjust scheduling, allowing users to easily reschedule or reorganise workloads. - Zoom Option – The zoom control allows users to adjust how much detail is displayed in the timeline (e.g., viewing a shorter or longer time period).   Start Job Button The Start Job button allows you to manually start a job. In most cases, a job will start automatically as soon as a job line is managed or worked on. However, there may be situations where you want to start the job before managing any lines . In this case, you can simply: Select the job from the list Click the Start Job button This will activate the job without needing to work on any job lines first.   New Job Button The New Job button is used to create a job directly, without first creating or promoting a quote. When this option is selected, a new job is started “on the fly,” allowing users to quickly set up and begin working on a job straight away. Direct Job Creation – Create a job immediately without needing an existing quote Automatic Background Process – The system will automatically create a blank quote in the background Linked Records – This quote is linked to the job and can be accessed later under the Quotes section Flexible Workflow – Ideal for situations where work needs to begin quickly without following the full quote-to-job process   Create Reminder Button The Create Reminder button allows you to set a reminder for a selected job. To use this feature: Select a job from the list Click Create Reminder Enter the reminder details (e.g., date, time, and notes) This is useful for setting follow-ups, deadlines, or any important actions related to a job.   Ready for Invoice The Ready for Invoice button is used to mark a job as ready to be invoiced. 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. Visual Indicator – Adds a thumbs-up icon to the job line Quick Status Update – Clearly shows that the job is ready to be invoiced No Complex Process – This is a simple flag and does not generate an invoice automatically Easy Tracking – Helps users quickly identify which jobs are ready for the invoicing stage   Functions Button 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. Close or Cancel Job Allows you to close a completed job or cancel a job that is no longer required Job BOM Opens or manages the materials associated with the job Import Delivery / Completion Dates Used to update job delivery or completion dates in bulk Recalculate Job Refreshes and recalculates job costs and related figures to ensure accuracy Update Percentage Complete Updates the job’s progress bar percentage based on current activity Payment / Retention Manages payment details, including any retention amounts held or released Change Customer on Job Allows you to update or correct the customer linked to the job