This Help Article covers:
General/Overview:
Jobs display in the Jobs Lists of the Side Menu's Jobs Tab (All Jobs) and in a Customer Window’s Jobs Top Tab (All that Customer's Jobs).
There are two types of Jobs:
Charge Up Job - The default when a Job is added. Billed using a Sales Invoice, (a list of Labour and Materials)
Quoted Job - A Job that has had a Quote added. Billed when the Quote is Accepted using a Progress Claim, (a % or $ value of the Quote Amount)
💡 TIP: From the Job you can;
Add a Quote – See the article "Quote (Add - Edit)"
Add Sales – See the articles "Sales - Charge Up Jobs - Sales Invoice (Add - Edit)", "Sales - Quote Jobs Progress Claim (Add - Edit)" or "Sales - Customer Credit Note (Add - Edit)"
Add Orders – See the articles "Orders - Charge Up Job (Add-Edit)" or "Orders - Quoted Jobs (Add - Edit)"
Add Purchases – See the article "Purchase Invoice/Credit Note (Manually Enter-Edit)"
To Enable a User to Add or Edit a Job
For a User to be able to Add or Edit a Job they need to be enabled on the Katipolt Desktop side. To do this they need to be added to a Katipolt Role with permission “Add/Edit Jobs” toggled to "On".
Company Settings > Staff Top Tab > Roles Expandable Section > Select a Role that displays Katipolt “Add/Edit Jobs” toggled to "On" OR from a Role toggle it to "On" > then select the person from the “Assigned To” dropdown to add
⚠️ NOTE: Toggling "Add/Edit Jobs" to "On" also toggles "View Jobs" to "On". You can Toggle just "View Jobs" to "On" which allows a User to View Jobs, but not Add or Edit a Job.
To Add a new Job
Adding a Job is done from the Jobs List's [+ADD] button.
💡 TIP: To Add a new Job, the Customer must be entered as a Customer. For more information on this see the article "Accounts - Customer (Add - Edit - Remove)".
Quick Flow:
Jobs Side Menu
[+ADD]
New Job Window
Customer*
Job Details
Brief Description
Full Job Notes (Optional)
[SAVE]
1. From the Side Menu, Press Jobs, then from the Jobs List, Press the [+ADD] button to display the New Job Window
2. From the New Job Window's "Job Details", Select a Customer* from the Drop-Down to display the New Job Window's expanded "Job Details" Section
💡 TIP: Start Keying in the Customer’s name to display options, then select from the options when the Customer displays.
3. From the expanded "Job Details" Section, Check/Select the Job Details, Enter a Brief Description and Full Job Notes (Optional)
⚠️ NOTE: Fields with an “*” are compulsory fields.
4. When finished [SAVE] to add the new Job and display the Job: XXXX Window
To Select a Job Site/Address
Selecting a Job Site/Address is done from the "Job Site/Address" field of the Job.
Selecting a Job Site/Address can be done two ways:
Launching the Address Finder, or
Selecting from the List of Locations (Sites)
💡 TIP: Before a Site can be selected, it must have been entered as a Site on the Customer's "Sites" Top Tab.
1. When adding a Job, from the "Job Details" Section, from the "Job Site/Address" field, either:
Press the Address Finder Icon to launch the Address Finder
Enter an Address to Search field to Search, or
Manually key in an Address
OR
Press in the "Job Site/Address" field to display the Expand More Options Icon,
Press the Expand More Options Icon to display a List of entered Sites
From the options Select a Site
Job "Tick" Options ("More details" Section)
High Priority - Job displays in the "High Priority" list on the Scheduling Calendar's “Jobs Pool” (Top of the List)
Quoted / Ongoing - Job by default lands on the Scheduling Calendar as an 8 hour booking
Flag future costs as non-billable - Cost allocated to the Job do not display in Work in Progress (WIP) reports
Retentions Apply - "Retentions" Expandable Section displays in the Job's "Sales & Costs" Top Tab
To Print a “Job Sheet”
1. From the Job: XXXX Window, Press the “More” (3 dots) menu and Select the option "Print job sheet" to display the Job Sheet PDF. From the PDF Window Press [Print]
