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Jobs form

This guide explains the Jobs Form.

The Jobs Form is the central workspace for managing all job-related details, transactions, and activities.

Step by Step Guide:

Accessing the Jobs Form

1. Navigate to JOBS > Jobs

2. Select Job No. or search the Job No.

3. ### Job Information Page

This section allows users to update and manage key job details.

4. Job Settings Tab

  • Dates:
    • Agency Deadlines – Set deadlines for project deliverables.
    • Material Deadlines – Specify due dates for required materials.
    • First and Last Expense Date – Define the expense tracking period.
  • Notes – Add internal comments for job-related communication.
  • Lock Transaction Types – Restrict specific transaction types for better control.
  • Interoffice Billing – Enables the creation of a supplier invoice when a job is billed.
  • Sales Commission – A percentage earned by an employee or supplier based on client invoices or payments. Used to track and report commission amounts.
  • Custom Data – Extra fields or rules added to the system to store additional information and customize workflows or behavior.

5. Job Activity Tab

  • Sub Jobs – View and create sub-jobs linked to the master job
  • Financial Status – Track and monitor the job’s financial performance.
  • Estimates – Create, review, and modify cost estimates.
  • Client Job Invoices – Generate and track invoices for the client.
  • Purchase Orders – Manage purchase orders associated with the job.
  • Employees & Timesheets – Employee work hours and time records.
  • Messages – Send and receive job-related messages
  • Send to Monday.com – Send job/project information to Monday.com for tracking.

6. ### Export & Reports

Users can view a PDF summary of the job by clicking Preview.

7. ### Files & Hyperlinks

  • Attach, view, and manage files and hyperlinks related to the job for easy access.
    Click "Files & Hyperlinks

Tip: The Jobs Form provides a structured way to oversee job details, financials, and communications in one central location. By utilizing its features, users can efficiently manage projects while ensuring accurate tracking and reporting.