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Jobs (Add - Edit)
Jobs (Add - Edit)

How to add a Job

Austin Rasmussen avatar
Written by Austin Rasmussen
Updated over 2 months ago

This Help Article covers:

Jobs display in the Jobs Lists of the Side Menu's Jobs Tab (All Jobs) and in a Customer page’s Jobs Top Tab (All that Customer's Jobs).

There are 2 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)

To Add a new Job

Adding a new Job is done from the Side Menu's Jobs Tab's Quick Options [+Add] button OR a Jobs List View [+ADD] button

💡 TIP: To Add a new Job, the Customer must be entered as a Customer. For more information on this see the article "Contacts - Customer (Add - Edit - Remove)".

💡 TIP: From the Job you can;

  • Add a Quote – See the article "Quote (Add)"

  • 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)"

Quick Flow:

  • Jobs Side Menu

  • [+ADD]

  • Customer*

  • Job Details

  • Brief Description

  • Full Job Notes (Optional)

  • [SAVE]

1.  From the Side Menu, Press Jobs, then Press the [+ADD] button to display the NEW JOB Window

2.  From the NEW JOB page, Select a Customer* from the Drop-Down

💡 TIP: Start Keying in the Customer’s name to display options, then select from the options when the Customer displays.

3.  From the NEW JOB Page, Check/Select 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 Page

Job Top Tabs Overview

Following the initial [SAVE] the below Top Tabs will display;
​

Overview: This is the Job's landing Page, here you can see the details of the Job

Quotes: Here you can view and access any Quotes and/or Variations for the Job

Sales & Costs: Here you have Expandable Sections for;

  • Timesheets - View any Timesheets entered for this Job

  • Purchases - View any Purchase for this Job

  • Site/Ad Hoc Costs - View any Products entered from the Katipolt Mobile App

  • Unsold Costs - View any Unsold Costs for this Job

  • Sales Invoices - View any Sales Invoices/Progress Claims for this Job

Correspondence: Here you have Expandable Sections for;

  • Emails - View or Send any Emails associated with this Job

  • Forms - Allocate or view any forms associated with this Job

  • Certificates - View CoC'S and ESC's associated with this Job

Files: Add or View any Katipolt "Files" or View any "Attachments from Site" loaded from the Katipolt Mobile App for this Job

More > Orders: Here you can view any Orders added for this Job

More > Reports: Here you can view the Profit & Loss for this Job, and the Profit & Loss Breakdown if a Charge Up Job OR the Back Costing if a Quote Job

More > FIxed Prices: Here you can view any Fixed Prices applied to this Job

More > Scheduling: Here you can view or make a Labour Bookings for this Job

To Select a Job Site/Address

Selecting a Job Site/Address is done from the "Job Site / Address" field of the Job.

💡 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 Detail Section, from the "Job Site / Address" field;

  • Press in the 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, then Select option [Print job sheet] to display the Job Sheet PDF.  From the PDF Window Press [Print]

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