Jobs at a Glance |
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This section outlines the terminology and layout of the Jim2 job. Effective job management provides accurate and relevant reports, such as invoices to be issued to customers, or job reports to be used internally.
The job form is divided into the following specific information areas that will provide a complete detailed record of: •The customer and their specific requirements via the job header. •Chronological records of status changes and customer contact notes via the Comment grid. •The inputs of time, material and tests used via the stock grid. •The totals of the job via the job footer.
The job form tabs provide access to additional information areas that will provide a complete detailed record of: •Inputs of actual employee labour by time and labour type via the Labour tab. •Live pie charting, graphically representing the percentage of time vs status via the Statistics tab. •Links to related jobs and/or quotes from the Linked Jobs/Quotes tab.
Create Similar function
When adding multiple jobs that are very similar, use this option rather than recreating each individual job. This feature allows creation of jobs with duplicate information on certain fields by creating similar jobs. The Create Similar function can also be used from within any job, and is useful for re-works (Ex Job#) and maintaining the accuracy of data entry.
Jobs can also be imported into Jim2.
Further information |