Linked Jobs

1. Why do we link jobs?

A Job is a container for multiple days of work that will (typically) be invoiced under the same PO number. When a customer requests a change order, and that work needs to be invoiced under a separate PO, we create a second Job for the change order, and link both jobs together.

Keeping the work separated between two jobs makes them easy to Invoice, while linking the jobs allows us to treat link jobs as one when running reports.

Another example of when you may link a job is when you have a different scope of work that ties back to the original job. This would be something like a large project with phases.

Example: The main job is College Campus Admin Parking Lot, with additional phases of Science Bldg. parking lot, Humanities Bldg parking lot. You would create a job for College Campus Admin Parking Lot, and add the Science Bldg, and Humanities Bldg. as separate jobs linked to the original job. 

2. How to create a change order?

See Creating a Change Order 

3. Which reports display linked jobs together?

1. Job Costing Report

2. Job Equipment Recap Report

3. Job Hour Report

4. Job Recap Report

5. Certified Payroll Report

This report always reports link jobs together unless the checkbox "Report This Job Individually" under the Job Payroll tab is checked.

6. AIA application

CenPoint will use the first Job number for the AIA reporting when jobs are linked together.

FAQ

How do I find a list of my linked jobs?

The most common thing people do is mark the original and linked jobs as Contract.

Then you can at least filter by contract as see the list of ‘linked ‘jobs. Beyond that we really don’t have a great answer for that right now.