Job Items

The Job Items tab of the Jobs module is where records associated with the job are entered and displayed. These are:

• Assignments which are used to book Employees and Resources out in advance.
• Time Sheets which record the time Resources and Employees spent on the Job.
• Parts Used which records products used and sold to the customer.
• Fees to be charged to the customer.
• Expenses incurred in performing the work on the Job.

[]

The Assignments tab lists and allows the entry of Assignments for the current Job. Assignments are used to book time in advance for Employees and Resources.

Clicking the + button at the top of the grid will allow you to create a new Assignment, in the same way as they are created in the Assignments Module.

All Assignments for the Job can also be viewed in the Visual Scheduler.

Use the Primary checkbox to flag which Assignment on the Job is the Primary one. Changes made to the Primary Assignment will alter the details on the Job, and vice-versa. Jobs with an Employee, Due Date, and Estimated Duration set will have a Primary Assignment automatically created when the Job is raised or saved (if the Auto Create Linked Primary Assignment option is enabled in Setup).

[]

The Job Time Recording tab lists and allows the entry of Time Sheets for the current Job. Time Sheets are used to record when Employees and Resources are utilised on a Job.

Click the + button at the top of the grid to create a new Time Sheet entry. The details entered are the same as those used in the Time Sheet module. The Labour Type, Tax Code, and Employee will be automatically populated to those set on the Job Logging tab for the current Job. The Rate that is used will depend on the Hourly Timesheet Rate option also found on Job Logging (Labour type rate, flat rate , or flat markup).

All Time Sheets for the Job can also be viewed in the Visual Calendar.

[]

The Job Parts Used tab records Products utilised on the Job. These can either be spare parts used in service and repair, or products and bundles sold outright to the Customer.

Clicking the + button at the top of the grid will allow you to create a new Parts Used entry. Setting a Quantity, Price, and Tax Code, will determine the Total dollar amount to charge for this Product.

Entering an existing Product ID (or using the search function) will populate the Cost and Price fields using the values set on the Product record, based on the Price Code of the current Job's Billing Customer. Alternatively you can manually set a Cost and define Markup and Discount percentages to attain the total.

Defining a Unit of Measure will multiply the Quantity, Cost, and Price, by the UOM's multiplier (set in Codes Setup). This is used when charging the product in different units than you use it in (e.g. you use a certain number of rolls on the job, but charge by the metre).

The final Cost and Price to Invoice will be displayed on the right of the screen.

Use the Fees tab to add any charges onto the Job which the Customer will be Invoiced for, but which don't specifically incur a cost to the business. Fees are set up in the Inventory module in the same way as Product records, with the Job's Billing Customer defining which Price Level is used by default.

A default Fee can be automatically added to each new Job by specifying one in the Customer's Defaults section.

Expenses are additional costs incurred in performing work on the Job which don't fall under Time or Parts Used. These Costs can optionally be charged to the Customer when generating Invoices for the Job. Use the Inventory module to create each Expense record, and define appropriate Price levels for Customers if the Expense is to be billed.

The total Cost of all Expenses is displayed on the Financial Summary tab of each Job.