Job Overview

Add a Job

A job is tied to a customer and a location. You can attach multiple Work Orders and multiple Tasks.

There are three ways to add a job. Full Job View, Quick Add, and SS Quick Add.

Feel free to visit this link for more information on how to adjust your preferences on which job mode is used when you click "New Job": New Job Preferences

Full Job

The Full Job screen has the most features and offers the most flexibility with adding information, creating Work Orders, Tasks, and notes about the job.

It offers more options than the Quick Add or SS Quick Add modes.

The full Job screen is also seen when modifying an existing Job.

Here is a video that demonstrates how the Full Job add mode works.

Here is a link for more in-depth information on how Full Job works on both Desktop and Portal: Full Job Screen

Quick Add

Quick Add job screen offers a faster and simpler method of adding a Job. When modifying a job, it will still open up in the Full Job Screen.

Here is a video explaining how Quick Add works

Here is a link for more in-depth information on how Quick Add works on both Desktop and Portal: Quick Add Job Screen

SS Quick Add (Super Simple Quick Add)

The Super Simple Quick Add is the fastest and easiest way to add a new job.

Here is a video explaining how SS Quick Add works:

Here is a link for more in-depth information on how SS Quick Add works on both Desktop and Portal: SS Quick Add

Additional Information on Work Orders and Tasks

A Job can have many Work Orders

A Job can have many Tasks.

Each Work Order represents one visit (usually one day) worth of work for a technician or crew.

Each Work Order can work on multiple tasks.

Here is a link to explain more about Tasks: Setting Up Tasks

Here is a link to explain more about Work Orders: Work Order Overview

Find Pre-Existing Job on Desktop

Click on Jobs

Use the filter fields to narrow down results or scroll down until you find your job, click on it, then click Modify.

Filter Your Choice on Desktop

* If you click on the existing job twice, it will open the job for you to modify or view.

* If you click 'Print' button at the bottom, it will print the list of all jobs.

* If you click 'Project Info' button at the right side it will pull up a display of all connected Jobs and Tasks.

* If you click 'Delete' it will Delete the job (it will be inactive. You can still see it if you uncheck the 'Active Only' Button)

See Project Info on Desktop

For more information on the Project info button follow this link: Project Info Button

Click on Jobs to open the "Find Jobs" window. Click on the "Project Info" button to see a breakdown of work performed for a customer.

You can look at the different Jobs and Tasks performed, the Invoices sent, Quotes given, and Notes tied to the customer.

The Job Window on Desktop

* If you created a quote and converted it into a job, all the tasks on your quote will show up in the Tasks section.

* If you started straight at making a job and you entered in the tasks on the Quick Add Job screen, those tasks will show up in the Tasks section as well. You can modify a task by either double clicking on it or by finding the ellipsis to the right of the task and then clicking Ellipsis → Modify.

Each Job has 7 tabs to help separate information by topic.

See the following links for more information on each of these tabs.

Top Fields (Everything Above the Tabs)

Who & Where Tab

What & When Tab

Add’l Costs & Job PO’s Tab

Payroll Tab (Certified Payroll)

Payroll Tab (Job Rate of Pay)

Add’l Info Tab

Project Info Tab (Change Orders)

Project Info Tab (Create AIA Application)