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The “Create Reminder” button (highlighted with the bell icon in the top toolbar) is used to set up reminders for a job. When you click this button, it allows you to: Schedule a follow-up action Set a date and time for the reminder Add notes about w...

Job Costing Module >Activity > Quotation Open or Create a Quote Navigate to the Quotes section. Click "Add" or open an existing one. Locate the Customer Field Look for a field labeled Customer, Account, or Contact. Save the Quote ...

Job Management Job Costing > Activity > Manage Job Type in your Job number Click Search  Each job line consists of multiple columns, with each column providing specific details about the job. You can rearrange the columns in the order that the inform...

Invoicing As a fully Completed Job Line by Line Invoicing a fully completed job Once the job is fully completed and all line items have been managed, you can click the “Thumbs Up” icon at the top tabs, labeled “Ready to Invoice.” Invoicing a Job...

Closing a Job Job Costing > Activity > Manage Job A job is automatically closed upon issuing a final invoice. However, if invoicing is complete and the job remains open due to outstanding purchase orders or quotes, it can be manually closed as needed. Clo...

Double-click a Job to open it. Within the job, double-click a job line to edit or reassign it. Allows you to edit the cost price of a managed line Allows you to reassign the job line to another parent line Allows you to change the employee assigned to...

Taking on Values for a Job Create a Sub Quote Generate a sub-quote from the existing job, using the closing balances for both cost and selling values completed to date. Set Up an Inventory Item Create a new custom inventory item called:XJOB...

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 infor...

Quote Every job begins with a Quote, which provides the estimated cost of the work and serves as the basis for customer approval. Once approved, the quote can be promoted to a Managed Job—the central stage where production activities are tracked, coordina...

Job Costing > Activity > Job New Quote Search   Preparation This is the stage where a quote has been created.Path:  All Displays quotes across all status stages. It is not recommended to search using this status. Scope Creep Quote This applies when a ...

The Job Bill of Material (BOM) This process enables you to produce a BOM resultant item using a job, ensuring accurate control of the final item cost, including all applicable labour and service costs. Process Steps: QuoteCreate and prepare the initial jo...

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...