Getting Started: Jobs

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Residential installation projects or large commercial projects can take days, weeks, or even months. These long-running jobs can be demanding, requiring detailed tracking of equipment, as well as parts estimated and used across multiple work orders.

With Job Management, FieldEdge allows you to manage multiple quotes and work orders as a single job and track a customer's equipment related specifically to a job. In addition, you can monitor expected profitability and gross margin performance for the entire job.

Generally, a Job will start from a Quote that has been Accepted. First we need to look up the Quote.

1. First, click on Quotes.

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2. Use the Search field to look up the quote and then select the quote from the returned results.

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3. On the following screen, make sure the Status of the Quote is set to Accepted.

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4. Finally, click Create Job.

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Effectively tracking your project starts with properly setting up your Job. The more information you put in up front means you'll get better, and more accurate, data later.

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  1. Bill from Office: If selected, will prevent a mobile user from emailing an invoice or seeing prices.
  2. Job Name: Use this field to provide an identity to the project.
  3. Customer: Confirm the customer associated to the job or assign a customer to the job.
  4. Pinned Note: Adding information into this field will reflect on the customer's micro dashboard when the Job tab is selected.
  5. Job Type: Select Normal or Warranty. This is for reporting purposes and is not required.
  6. Job Status: This field allows you to differentiate the different phases of your project.
  7. Start Date: Set this to the date that your project will begin. Not a required field.
  8. Projected End Date: Set this to the date you believe the project will end. Not a required field.
  9. End Date: This will be the date the project ended. Compare against projected. Not a required field.
  10. Save: Select this button when you are finished creating the job.
  11. Cancel: This button will close the job creation window without saving your information.

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The Job screen is a micro dashboard, similar in look to the Customer screen. Here is a breakdown of the Job screen.

1. Customer: A Job will be associated to a customer. This block of information contains those details.

  • Selecting the customer's address will navigate you away from the Job and to the customer's record.
  • Clicking the address will display a box with a map image of the location, and the customer's details.
  • The Bill To: link will provide a quick pop-up of the billing customer's information.
  • Clicking on the Primary Contact Information phone number will initiate a call to the customer
  • Selecting the Show more... button provide a pop-up with more information related to the customer.

2. Job Financial Progress: An at-a-glance view that compares the revenue generated on the job versus the costs. Allowing you to quickly see how the job is trending.

3. Job Financial Health: Shows you the profit estimated for this job. Clicking in the box will bring up the Job Progress Report, which compares estimated income versus actual income and also displays items associated to the Job.

4. Timeline: The tab displays a detail of the activity associated to the Job, any pinned Notes, and any Attachments that may have been saved.

5. Work Orders: Here is where you will create Work Orders associated to the Job and also view a list of existing Work Orders.

6. Invoices: Tab allows you to create Invoices, and view a list of existing Invoices, associated to the Job.

7. Quotes: This tab allows you to create and view Quotes associated to the Job.

8. Equipment: Here you can view and add Equipment that will be specific to the Job.

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The Job Progress Report compares estimated and actual income, as well as estimated and actual labor and material costs in order to give you a comparison of job profitability and overall job gross margin. In addition, accepted job quotes are posted to QuickBooks so that you can take full advantage of QuickBooks' job reporting.

1. Estimated Income: A breakdown of the Quotes associated to the Job. The equation is Estimated Income - Quoted Material Cost - Quoted Labor Cost = Anticipated Profit and Anticipated Gross Margin.

2. Actual Income: A breakdown of the Invoices associated to the Job. The equation is Actual Income - Actual Material Cost - Actual Labor Cost = Actual Profit and Actual Gross Margin.

3. Material/Labor/Other: The fields below Estimated Income and Actual Income are a listing of the Items that have appeared on Quotes and Invoices associated to the Job.

Creating a Work Order for a Job is similar to creating a Work Order. The difference being that the Work Order will reside under the Job, rather than the customer associated with the Job. This helps keep all records associated to the Job neatly together.

1. First, click on Jobs, search for the Job that requires a Work Order, and select the returned result.

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4. Once on the Job micro dashboard, select the Work Orders tab.

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5. Next, from the Work Order tab, click the Add button.

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Creating a Part Request for a Job is similar to creating a Part Request.

1. First, click on Work Orders.

2. Next, search for the Work Order that requires a Part Request.

3. Select the Work Order from the returned results.

4. Once on the Work Order micro dashboard, select the Purchases tab.

5. From here you'll create the Part Request as you're familiar. If you'd like a refresher course on how to create a Part Request, click here.

Create an Invoice for a Job is similar to creating an Invoice. The difference being that the Invoice will reside under the Job, rather than the customer associated with the Job. This helps keep all records associated to the Job neatly organized.

1. First, click on Jobs, search for the Job that requires a Work Order, and select the returned result.

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4. Once on the Jobs micro dashboard, select the Invoice tab.

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5. Next, from the Invoice tab, click the Add button.

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