Job Management  Job Management Setup  Job Management Setup Tables & Options

Install Company

The Install Company is a required field on the Work Order data entry form of each Job and is used in scheduling, costing and reporting. 

If different settings & G/L accounts are needed at the Job Type level, Job Type settings will override the Install Company & Setup Processing settings & G/L accounts.

The Install Company determines:

·          Company - The name of the Company that will print on Job Tickets.

·          Labor - How Labor will be expensed and which G/L accounts to use when recording timesheets to a job.

·          Material WIP - Which WIP G/L account to use for Materials.

·          Misc WIP - Which WIP G/L account to use for Miscellaneous Job expenses.  This selection ties into the Job Expense Types that are flagged to use WIP.

·          Labor Timesheets - If scheduling Jobs using the Appointment Summary, the Install Company determines how timesheets will be generated when the installer is dispatched to the job.

Follow the topic links below for details on other Job Management Setup Table/Options.

Setup Processing (JM) Job Type Job Expense Type Branch Install Company Installer Warehouse*

Prevailing Wage Salesperson  Project Manager  Job Status  Labor Tasks  Job Approval Groups  Commission Types

 

 

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