The Jobs/Projects
module contains all the information regarding jobs or projects. Job
screens include general details, stages, mail/fax correspondence, budgets,
costs, sales, tasks, time and assembly details. The Jobs/Projects module
is also linked to various other modules in the system.
Tab
buttons allow a quick view of all areas of the job allowing the user to
click on an item to view the full details.
Users can also link
related documents to jobs stored on a server or locally on the user's
computer. Work dockets can be customized specific to your
requirements.
Areas for a job/project
include:
- Stages
- Correspondence (letters, faxes and
emails)
- Budgets
- Costs (purchase orders and miscellaneous
costs)
- Sales orders or invoices
- Tasks
- Time entries
- Assembly details
On the Options screen you can
do the following:
Find Options...
In
progress
Complete
On hold
Cancelled
Late
With late
stages
You are not restricted to just finding records based on
these buttons. On the data entry screen, clicking the 'Find' button allows
you to find records based on any type of information.
Reports...
Job costing report summary (for found set of
records)
Job budget report summary
Job type report detailed (for
found set of records)
Job type report summary (for found set of
records)
For
the found set of records...
Print summary time
list
Print mini list
For the
current record
Create quotation
Create
sales order
Create purchase order
Create sales invoice
Create
dispatch
Duplicate job
Create eMail
Create fax
Create
letter
Print outstanding tasks
View job brief
Create/view Work
Docket
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