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Feature Release 2023 August
New features released up to August 2023 1 New Manual (View Details) 2 System ...
Resource add to Task activity
Video training manual 2021 - Click Here A resource has been linked to a task activity. This fe...
Job Search WIP O/S
On one of the columns, there is a field that is called WIP O/S This means Work In Progress Outst...
Progress Tab
The Progress tab gives summary totals based on the scheduling task values Total Sel...
Job Management Letter/Note Template
Where to find Job Management Letter Templates There are two places within the Job management whe...
Manage Job - Functions Tab Explained
Manage All Import New Stock Request Create PO Create BOM ...
Manage Job Screen
Manage Job Screen Info Used for internal notes only Workflow Ready for ...
Approve Quote to Job Screen
Job Details Tab 1 Quote Number This is the Quote number linked 2 Customer Custo...
Quote Item Screen
Additional options on a Quote Item This screen also allows you to capture key information for ...
Quote Screen
Extras Tab 1 Job Number Clicking 'Assign JN' at this stage will generate a Job Num...
Audit Log
The Audit Log records any changes made to task activities and captures the following details: ...
Progress Payments and Retentions
Progress payments is a scheduled payment option to handle payments for jobs which can include a r...
Prompt for Post - Change Ledger Accounts - OLD
When the prompt for posting screen comes up and you want to change the ledger account that it pos...
Job Total Analysis
This shows a list of jobs and allows the user to search by selecting from the fields below Bas...
SERVICE BADGER
Verify Button – This button checks for any errors in the file and highlights it in red. Save Cha...
Job Badger Import
Job Badger Is an external time tracking system used for manufacturing wait staff will record the...
Staff Jobs Print Job card Search defined
This will filter lines by that user and include any lines that are marked as All which is not ass...
Staff Jobs
This is an area where staff are able to access their job line tasks to complete It will search a...
Job Task lines add
In the Manage job Scheduling, create job line tasks to add tasks from inventory lines linked to ...
Link Inventory lines with tasks
Link your task to the inventory item