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Job Schedule Activity Screen Overview  Video training manual 2021 - Click Here The Job Schedule Activity screen provides a comprehensive, multi-view overview of all jobs, allowing you to monitor progress, manage schedules, and optimise resources from a singl...

Click the Select File button to open the file browser and locate the file you want to import. Click Upload to send the file to the server and start the import process. Quantity Multiplier Option You have the option to multiply quantities during im...

This manual outlines recent system changes designed to identify when a job has been reopened. When searching for jobs, reopened jobs will be clearly indicated in the grid: The row will be highlighted in green A Reopened column will display the date and ...

Job Costing Module > Activity > Job Delivery Note Search Clicking Search will bring up all the Job Delivery Notes unless a Filter is added eg: job number, DN number or customer name Add Add a new Job Delivery Note Edit Edit the currently ...

Video training manual 2020 - Click Here Video training manual 2016 - Click Here Job Costing Module > Activity > New Quote A job can be created from a Quote Quote Details Tab Quote Number Quote number will populate when the Quote is saved ...

Promoting Quote to a Job Once a quote is accepted, it can be approved and converted into a job by clicking "Approval Options" and selecting "Approve to Job" Select the settings in the below screen for your Job Click "Continue" Job D...

Bookin Integration with asset tracker allows you to book assets within job costing. Job Costing module > Activity > Bookin Open the Job Costing module to find the integrated booking feature. Within Job Costing, locate the option to book assets. Choose th...

 Add to Picking Slip  This Picking slip form allows the user to add items onto Job Add Button - to add an item edit Button - to edit an item Add per quote button - addall the items on job and move the lines to the bottom screen Remove button - remove th...

Video training manual 2016 - Click Here  Go to Job Costing Module > Activity > Manage Job Once you have search for the job to manage, highlight job and click on Manage Job.    When the window has loaded click on All Job Lines to display job lines. There w...

This is where one can add stock onto a picking slip on a job from items already added on from a quote. OR Add new stock onto the job and picking slip. Go to Manage Job > Amend Job > Picking Slip Tab   To create a new Picking slip click on the Add to Pic...

Processing the posted GRVs stock items to Jobs. Go to Job Costing Module > Activity > GRV to Job  Remove the date from and click on the search button, to list all GRVs with Job allocations to them.    Highlight the GRV to Process, click on the Process bu...

Where to find Job Management Letter Templates There are two places within the Job management where you can pull in templates to record job information and Notes. These templates are set up in CRM Module. CRM > Configuration > Email Template Use the email ...

Allow for all tasks to be updated via an import  Template can be found in SCM> Imports > Templates  

Managing a task activity allows one to do the following 1.Change the activity description  2.Assign a team to this activity  3.They are three status's: not started ,started and completed  4.They are multiple task types namely: main task, split task, sub ta...

Team scheduling allows for planning task activities on teams Colours can be assigned to task activites as well as Teams  Team Colours can be assigned           Recommend changing Team names from Team Kevin to T- Kevin Task colours updated based on default ...

This flag will assist when running reports on quote values, allowing us to exclude certain quotes (effectively treating them as zero). This will work in conjunction with the Prepriced tick box. Rules: Quote created from a job (Prepriced already ticked...

Job Costing > Reports> Job Quote Detail Report  Double click to open report Statuses Preparation  This is the stage where a quote has been created. Scope Creep Quote This applies when a quote is created from a job using the Scop...

Job Statuses Job statuses indicate the current stage of a job, helping users track progress, manage workflows, and ensure accurate reporting. Status Details NotStarted The job has been created but not yet begun. It is unmanaged and has no acti...

This section allows you to create a sub-job linked to a main job. The sub-job retains the original job number, with an extension added (e.g. .1) to indicate that it forms part of the main job. This helps group related work under a single job structure while s...