01What it is
A job is work accepted for execution. It always happens in a unit that belongs to a project. Everything else, such as operations, materials, hours, payments and claims, attaches to it.
A job moves through statuses: Scheduled, In progress, Ready for handover and Closed. It can also be On hold or Cancelled.
Preliminary calculations live separately, in quotes. When the work started from a quote, you create the job from the quote card and the items and labour carry across.
- KIND
- A job for a customer or an internal job.
- ECONOMICS
- Own cost, value for the customer and margin, with the finance permission.
- STATUS LINK
- A link where the customer checks the state of the work.
02What it is for
One card for one piece of work
Calculation, work list, photos, documents and handovers in tabs.
Margin as you go
Own cost and value for the customer calculated from the job's items.
Value in progress
The Open value tile adds up jobs except closed and cancelled ones.
No calls about status
The status link opens after the customer enters their e-mail and the job code.
03Main options
The jobs screen is a register with tiles, the new job form and the job card.
All jobs and their value
Tiles: all jobs, in progress, ready for handover, open value.
- Filters for status, work module, category and group
- Search by number and title
- A Modules column with the job's areas of work
Work without a prior quote
The job name and the project and unit are required.
- Kind, start date, planned date and cost budget
- The company's active modules, that is the areas of work
- Scope and condition found, notes for the customer, internal note
Everything about one piece of work
Tiles for own cost, value for the customer, margin and remaining budget.
- Tabs: Overview, Economics, Calculation, Work list, Photos, Documents, Handovers
- Status change and the status link for the customer
- Customer printout and internal printout
04Tasks step by step
- STEP 1Open Modules › Projects › Jobs and choose New job.
- STEP 2Name it so it is recognisable a month later, for example “Bathroom renovation, flat B”.
- STEP 3Choose the project and unit, the kind and the planned date. Without a date the job will not appear on the schedule.
- STEP 4Save. You add items and operations afterwards on the job card.
- STEP 1Open the accepted quote and choose Create job.
- STEP 2Choose a project and unit of the same customer.
- STEP 3Items, labour and prices carry across from the quote, and the quote's planned cost becomes the job budget.
- STEP 1On the job card, in the Overview tab, create the Status link for the customer.
- STEP 2Copy the link and send it to the customer. They see the status after entering their e-mail and the job code.
- STEP 1On the job card, in the Overview tab, choose the new status.
- STEP 2When the work is finished, set Ready for handover and add a handover protocol.
05Actions
The most common tasks around jobs.
New job
Work accepted without a prior quote.
Add handover protocol
A partial or final handover.
Print for customer
The job in its customer version.
Show scope changes
Additional and substitute works of this job.
CSV export
Jobs in one file.
06What it connects to
Choose a module to see what connects to a job.
Work diary
The work diary collects entries and photos from the job.
Go to the topicWork diaryCustomer approvals
The customer accepts a job or a scope change through a link.
Go to the topicCustomer approvals