Job Management                                Job Management Setup                               Job Type Setup

Job Type - Phases Form

Job Phases was designed primarily as a tool for Job resource planning; Labor and Materials.  Job Phases are also used to determine which billable charges may be invoiced and when.  For more detailed functionality of Job Phases, click here.  When creating a new Job, Phases are assigned to individual parts on the Materials List, each Install Charge, and each Job Task line.

Each Job Type must contain at least one Phase.  If your company will not be using multiple Phases on a Job Type, when creating new Jobs, the one default Phase will be automatically assigned to each part on the Materials List, each Install Charge line, and each Job Task line.

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