Job Management  Job Management Setup  Job Management Setup Tables & Options

Job Type (continued)

Job Type - Job Tasks Form

Each Job Type must be assigned at least one Job Task.  Job Tasks are typically the major milestones that need to be completed to install a system.  You may create a list of as many job tasks as needed for the job type.

When selecting a Job Task, two fields are available for selection; Invoice and Sequence Locks Job.  If the Invoice option is selected, once this task has been approved on the job, the job will appear in the job invoicing queue.  If you are performing progress billings on this job type, you may select the Invoice option on multiple job task lines. If the Sequence Locks Job option is selected, once this task has been approved on the job, a change order must be created to add, remove or reduce part quantities, install charges, recurring charges or commissions for the job.

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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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