Clients & Profits Online User Guide
Almost everything about a job task can be edited as needed.
Like job tickets, changes can be made to job tasks at any point during the job’s life; including after the job is closed. The changes you make to job tasks take affect when they are saved. Anyone who prints a job report will see your changes immediately. All of the job task’s details can be changed in the Edit Job Task window. Here you can change the job task’s name and description, group and sort, taxable status, standard G/L account numbers, and more.
The only field that can’t be changed is the task code. Since the task code is referenced throughout the database (from purchase orders to time sheets to billings), it is permanent once the task is added to the job ticket. However, you can freely change the task’s name and long description&emdash;the information the client sees on printed estimates and invoices.
Changing a job task doesn’t affect tasks on other jobs, or tasks on the Task Table. Changing a job task that has already been billed doesn’t affect existing client invoices; the invoice will show the original task information.
Anyone with access to job tickets can change a job task if they have the right access privileges. This means a user can change anything on the job task, including the task name, description, debit and credit G/L numbers, and other details. Clients & Profits allows this kind of easy access to task information as a way to always keep the data up-to-date.
To edit a job task
1 From the Job Ticket window, find the job that you wish to edit.
2 Double-click on a job task.
The Edit Job Task window opens, showing the task’s details. Everything except the task’s code can be changed. Editing a job task doesn’t affect its costs or billing, or the task on the Task Table itself. The changes you make here will only appear on this job’s reports.
3 Make your changes, then click Save.
To remove a job taskA job task can be deleted before any costs, time, purchase orders, or billings have been added to it. Once a job task has activity, it can’t be deleted. Like jobs, this feature prevents billable tasks from being deleted and, therefore, not billed. Once a job task is deleted, it is gone forever. The same task can be added back to the job later if needed.
1 From the Job Ticket window, click once on a task to select it.
2 Click on the Remove Task button, or choose Edit > Remove Job Task(s).
You can remove several job tasks at once by selecting several tasks together with your mouse, then clicking the Remove Tasks button. Or, press and hold the Control key (in Windows) or the Command/Apple key (on a Mac) then click on the tasks you wish to delete.
To add a new task to a job ticket
1 From the Job Ticket window, click the add Task button, or choose Edit > Add New Job Tasks.
The Add Job Tasks window opens, prompting you to enter task codes from the Task Table.
2 Enter the new task’s code, description, etc., then click Save Task.
To add a job task while you’re workingJob tasks can be added to job tickets while you’re working in Clients & Profits using the job task lookup list. Adding new job tasks from the lookup list is quick and easy: click the Add button, enter the task details, then click Save. The new task is added to the job instantly, and can be used for estimating, scheduling, costing, and billing immediately. If you don’t have access privileges to add tasks, this option will be disabled.
Add new job tasks anywhere. Whenever you’re adding a job cost, time sheet, expense, or client invoice it’s easy to see a job’s tasks&emdash;just leave the task code blank then press Tab. The job’s task lookup list opens, listing the job’s tasks. Double-clicking on a task copies it to your entry. To add a new job task, click the Add button.
