Mobile Jobs

Todo - Mobile Jobs

These screens are dedicated to Mobile jobs. All information relating to your mobile jobs will appear in these screens.

Job listing

This screen give you all the job information, Date (Job finished), Job No., Inits - who completed the work, Client Name, Client Address, Any discount relating to this jobs, Payment method, Invoice number (once invoiced),

Create Invoice - invoice job from here, Incomplete - if ticked there needs to be another job scheduled for this client.(The background will be Red in colour when a job is tick incomplete)

When you first enter this screen all new jobs will appear with an off yellow background (unless job incomplete has been ticked, then it will appear with a red background). This is to show you which are the new jobs received.

The next time you enter this screen those jobs will appear with a white background.

Click on the line you want to review, once the line is selected, you can view notes sent back by site-worker under Mobile notes at the bottom of the page. You can can also view the desktop notes which were sent out to the site-worker when he received the job. You can also click on "Labour - View only", "Material - View only" & "Images" for more information about the completed job. If you are happy with the information returned then you can click on "Create Invoice" and complete the invoice there and then. 

If not, you can choose from either "Edit inputs" or " To be invoiced Later" buttons to the right of the grid.

Edit inputs will take you the Labour & Materials screen where you can make all the adjustments you like. Once you have completed your changes click ok and you will be returned to the Todo Mobile Jobs screen. Click "Invoice" in the Labour & Materials screen or click "create invoice" in Mobile Jobs to send the invoice or print it.

To be invoiced later - This is used when you want to create a Lumpsum sum invoice, for which you have schedule several tasks. By selecting the line and clicking on To be invoiced Later, this action removes the job from the list and allows you to complete the job later in Costmanager.

You can also view the JSA if completed on this particular job by clicking on "Check JSA".

There is Search function at the bottom right of this screen, this allows you to search by Job No., Initials of the site worker or by the clients name. An easy way to filter this screen for easy location of the job

Open Mobile Jobs

Jobs screen - shows a list of all outstanding mobile jobs and who they were allocated to. To review the other screens click on the job you want, you can then view any labour, Other labour , materials or notes added to this job (if any). This is a view only feature.

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