Job Management The Job Record Job Toolbar
When clicking the Sales Summary button, all Install Charges, the Materials List and all Recurring Charges are displayed. As invoices are created for the Job, this form is updated with the balance remaining to be invoiced for the Job. The Materials List will be displayed with all parts entered on the Materials form regardless of whether the customer will be invoiced for parts.
If any Change Orders are created for the Job, those Items, Parts and amounts will be included on the Sales Summary.
The Sales Summary is only available once the first two Job data entry forms, Work Order and Job System, have been completed and saved.
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