Job Details Screen

Job Details Screen

Job Details screen contains all information relating to a specific job.
Any field which is white in colour can be modified from this screen.

1: Find Job - Enter the job number if known, or number close to it to narrow search
2: Edit Int Notes - add or edit your internal notes
3: Edit Ext Notes - add or edit your external notes
4: Open Jobs - tick this box to view open jobs only
5: Unlock input - opens the tables for editing (relates to invoiced or partially invoiced jobs)
6: Change Client - changing who is paying for the job is done using change client.
7: Bill Travel - Ticking this box will add travel charges for this invoice.
8: Image from Mobile - ability to view images take from Mobile App
9: Document - View or Add PDF documents to the job
10: Mobile PDF Report - view reports sent back from Mobile App

Area highlighted by red box related to information on Lumpsum jobs only. This information can be added directly into a
lumpsum job when created or added here in the job details screen if forgotten earlier.

































    • Related Articles

    • Client Details Screen

      Client Details Screen 1: Find Client - Easy search function 2: Edit Internal Notes - Add notes specific to this client 3: Online Password - Used for client logins to the WebJob interface, when active password is required 4: Adding clients to your ...
    • Job Overview Screen

      This screen summarises all the tabs for you to review. Giving you are break down on every component of the job, Labour, Materials, Sub-Contractors & Total value. Shows the invoice value of this job, any payments received and what amount of money is ...
    • Job Create - Estimate Details

      Add Job/Quote - Estimate Details You should fill in the cost and sell allowances from your quote or estimate takeoff. This will provide data for the progress report and for calculating the recommended progress claim. Further it will be of benefit ...
    • Details

      Details Screen This screen is where all the initial information about the client & job are entered: To add a new quote, click the Add button at the bottom of your screen and press enter 3 times, this will open  your client finder field where you ...
    • Find Price Screen

      Find Price Screen Red Box - Contains all information relating the item in the price file highlighted by the blue line of the grid, including all pricing related to the item and how Costmanager will use that pricing. Note the different mark ups you ...