Customer:Job Form – Job Info Tab
The Job Info tab of the Customer:Job form is used when a particular job has enough significance to merit it’s own record above and beyond a basic work order.
From the main menu, click Customers > New Customer:Job, or
From the toolbar, click the New Customer:Job button.
Field and Button Definitions
- Job Title – This is the same field used for the customer name. Enter a word or phrase you want to use to categorize the job you are performing for the customer. Select from the drop down menu or you may also create a new Job Type, if the Job Type you need, is not in the list. (Click on the Hand Icon to the right of the Job Title field and Add A Job Type. You can create reports based on job types.
- Job Status – You want to use to indicate the status of the job you are performing for the customer. You can mark the Estimate as None, Pending Awarded, In Progress, Closed, Not Awarded. This selection is optional. These choices can’t be added to or changed by the user. They are “hard coded”.
- Foreman – Select the job foreman from the drop-down list of employees.
- Start Date – Enter the starting date of the job you are performing for the customer.
- Projected End – Enter the projected ending date of the job you are performing for the customer.
- Job Completion Date – Enter the ending date of the job you performed for the customer. This is the actual date the job ended.
- Projected Total – This is the expected final amount of the job; the total retail price.
- Description – A short description of the job you are performing for the customer.
- Job Details – This space is provided to allow you to enter a more detailed description of the job, phase, or scope of work.
- Additional Overhead – Check this option if you wish to assign additional overhead to this job. Total Office Manager already keeps track of all expenses that you specifically assign to this job (such as when you write checks or enter bills). This feature simply allows you to add some extra overhead to the job. This is handy when you wish to apply a small amount of rent, taxes,and other items against this job. These are things you would generally wish to write a check for and assign to one job. This feature is useful when you pay sales people a commission based on net profit.
- Assign Overhead as a Percentage of Final Amount – Select this option and enter a percentage of the retail price to consider as overhead. An example may be 35% to cover general and administrative costs of doing this job.
- Assign Overhead as a Dollar Amount – Select this option is you wish to use a fixed dollar amount to serve as general and administrative overhead for this job.