Job Overview Screen

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 outstanding.
If you have others processing your invoice, you have a Completed and Checked tick boxes which allows you select who has approved this for the invoice to sent to the client.
Also shows you any purchase orders raised against the job and their status.

    • Related Articles

    • 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 ...
    • Overview

      CostManager Cloud,  is essentially a similar product to the desktop solution except it runs on our servers rather than on your computer. The main differences are in printing and emailing and these will be covered in articles in this section You will ...
    • 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 ...
    • 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 ...
    • Job Create

      Create Job from Main screen click on ADD Job/Quote Button The new screen Job type will appear, click on the drop down arrow and select from one of the five types listed. You can choose from: Do & Charge (Suffix - /D), Lumpsum (Suffix - /L), ...