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Job Tasks tab This Help File Page was last Modified on 04/01/2012 |
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Job Tasks tab This Help File Page was last Modified on 04/01/2012 |
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Job Tasks tab
This Help File Page was last Modified on 04/01/2012
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Job Tasks tab This Help File Page was last Modified on 04/01/2012 |
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Job Tasks tab This Help File Page was last Modified on 04/01/2012 |
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| □ | The Job Tasks tab facilitates the entry of Job Task information for a potential Job Costing record. |
| • | Subsequently, a Work Order may be created for the installation services resulting from the need for these Job Tasks. |
Job Tasks tab on the Proposal Form
| • | Job Type - Before entering any Job Tasks, be sure that the appropriate Job Type is identified at the top of the Proposal Form by using the Drop-Down Selection List provided. |
| • | If this Proposal is to be converted to a Job in the Job Costing System, these tasks will be inserted in the Job Tasks tab on the Job Costing Form. |
| • | From there, you will be able to create a Work Order for this Job Tasks and modify (if needed for clarity) this basic Job Task's description. |
| ► | Note: If the Proposal is converted to an Invoice instead, this Job Task information is not used - it will simply be here for reference. |
| □ | For Inventory Tracking & Job Costing module Users: |
| • | To Enter a New Job Task, On the Job Tasks tab Click Add ("+") |
| • | Service Type - Use the Drop-Down Selection List to Choose the appropriate Service Type for this Job Task. |
| • | Description - The description entered when the selected Service Type was defined will be inserted automatically. It may be modified. |
| • | Type - Use the Drop-Down Selection List to Choose the Work Order Type (i.e., Standard, Fire Alarm Test, Fire Extinguisher Test, or Installation Order) that should be printed if the Create Work Order? (see below) box is Checked. |
Work Order Types
| • | Amount - Enter the gross amount of the retail cost for this Job Task. |
| • | Create Work Order? - If this New Job Task will be converted to a Job Task on the Job Costing Form, Check this box to have a Work Order created for it, also. |
| ► | Note: If this Proposal is to be converted into a Job Task on the Job Costing Form when it is accepted, the Total Amounts of all items entered into Job Tasks tab must equal the Total Amount of the Proposal. |
| • | Click the Save ü button to record this New Job Task. |
| • | Repeat this procedure, as needed, to define all of the Job Tasks required. |