If a client’s estimate for a particular job should be sent to a different address than usual (their president on vacation in Maui), you can change the address for that job without affecting other jobs. When the estimate is printed, it gets the address from the job ticket, not the client file. (Choose Production > [...]
How can you easily see who else is scheduled to work on a job you’re working on? One way is as you’re reviewing your Weekly Task Planner. Double-click on your scheduled task for the job. In the Edit Task Schedule window, click the Show All Tasks button. Each scheduling task for that job appears in [...]
Jobs can be reopened for a variety of reasons including late vendor costs or past last minute changes requiring staffers to charge more time. Whatever the reason, it’s important to know immediately if a job you thought was closed suddenly reopens. Achieve nearly instant notification via an email message that’s associated with the reopened job [...]
You may have certain tasks that will be costed or billed but not estimated. It’s easy to keep a task with no estimated amount from printing on an estimate. In the job ticket’s estimate options, select the “Hide tasks with no estimates” checkbox. On that job only, any task without an estimate amount (that’s marked [...]
Get a head start on costing jobs for billable credit card charges. Don’t wait 30 days for the statement. Enter individual receipts as they come in. Add an ‘in-house’ expense charging the job (choose Accounting > Expenses then click on the Edit menu and select Add New Expense). Expense entries have no effect on the [...]
Jobs can be reopened for a variety of reasons including late vendor costs or past last minute changes requiring staffers to charge more time. Whatever the reason, it’s important to know immediately if a job you thought was closed suddenly reopens. Achieve nearly instant notification via an email message that’s associated with the reopened job [...]
Use task status for tasks requiring special attention or a quick turnaround. Task status is independent of a job’s production or billing status, but uses the same Status Table. (Double-click on a job task to add or edit a task’s status.) If a schedule report is limited to a certain task status, like RUSH, then [...]
Have you looked at the Income Statement and wondered which clients are your breadwinners and which clients are getting too good of a deal? Clients & Profits provides the answer to that question: The Job Income Statement Report. (Choose Snapshots > Profitability.) This “mini” profit and loss statement uses all journal entries from the General [...]
You may have hundreds of jobs open at a time. How do you ensure that jobs stay within their budget for purchase orders, labor, and costs? Use budget alerts to warn users when they are working near or over a task’s budget. The alerts are user-defined so the warnings can be customized for each user. [...]
Job types help make the process of adding new jobs more consistent and quicker, so you’d think everyone would use them! But sometimes people forget. Help them remember by requiring the use of job types when adding new jobs. (Choose Setup > Preferences. From the Preferences menu, choose Jobs. Click on the option to require [...]
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