Job Costing

Job Costing - Overview
Details: Use Job Costing to track detailed cost information on large projects, such as pool construction or renovation. This detailed information gives you...
Thu, 4 Oct, 2018 at 7:52 PM
Create a Job Type
Step by Step: Use job types to categorize your jobs. For example - New Pool Construction, Spa Construction, or Renovation.   - Job types define the defaul...
Thu, 4 Oct, 2018 at 3:31 PM
Create a Cost Code
Details: Cost codes are high level classifications of costs that are applied to a job. Every cost applied to a job is assigned a cost code and will ultimat...
Thu, 4 Oct, 2018 at 3:36 PM
Add a Subcontractor Flag
Step by Step: Use the Subcontractor Flags option to create new flags that you can assign to the subcontractors on a job (Administration > Job Management...
Thu, 4 Oct, 2018 at 3:41 PM
Add a Job Materials Flag
Step by Step: Use Job Materials flags to assign a status to materials. For example, Waiting for Parts, Change Order Pending or Reschedule Install.   - Mat...
Thu, 4 Oct, 2018 at 3:44 PM
Add a Work Order Type
Step by Step: Work Order Types are used to define different types of work orders for jobs.  By default, Work Request is listed as a Work Order Type. You ca...
Thu, 4 Oct, 2018 at 3:51 PM
Add a Change Order Type
Details: Change Orders Change Orders are used to record adjustments made to the original bid amount and could include unforeseen excavation issues or prod...
Mon, 8 Oct, 2018 at 12:17 PM
Add a Job Flag
Step by Step: Use job flags to assign a "sub-status" to the job outside of the default Open-Active, Open-Bid, Closed-Completed statuses. The job ...
Thu, 4 Oct, 2018 at 3:46 PM
Job Screen - Field Descriptions
Details: Use the Job screen to view all of the job information (Administration > Job Costing > Search Jobs).  Preview Tab - A quick overview ...
Mon, 8 Oct, 2018 at 8:41 AM
Add a Job
Details: Use the New Job screen to create a new job. Once the job is created, use the Job screen to add detailed information - for example, add phases, mat...
Mon, 1 Oct, 2018 at 3:43 PM