Job Search Screen Buttons 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.

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)

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:
1. Highlight a job line from the results grid below
2. 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

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:

1. Select a job from the list
2. Click Create Reminder
3. 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