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Job Management Creating a New Job Creating a New Job Manually
Creating a New Job Manually (continued)
Install Charges Setup
9. The Installs form is used to create a list of Items that will be invoiced to the customer. Users may also enter the total estimated labor units for the Job on any of the Install Lines. As labor timesheets are entered for a Job, those labor units will be displayed in the header area of the Job record.
Once saved, Install Charges will display in the Sales Summary form.
Once an invoice has been created for the Job, Install charge lines may not be modified; any changes to Install charges will require creating a Change Order.
To enter Install Lines, press the New button located at the lower right of the form. Fill out the form then press the Save button when finished. For additional Install Charges repeat the same process until all lines are entered. Once all Install Charges have been entered, press the Apply button located at the lower right of the form.
Item - Select the appropriate Item from the drop-down list.
Description - The description will automatically fill into this field. The User may override the description if desired. This description will print on the Job invoice.
Qty - Enter the appropriate quantity.
Unit Price - Enter the unit price to be invoiced to the customer.
Labor Units - Enter the total estimated labor units required to install the system. If your company has assigned labor units to inventory parts, the total estimated labor units for the Job will be the total labor units for parts plus any labor units entered on Install lines. Once the Materials list is completed, the total labor units will be displayed; if the total part labor units is less than amount estimated by the salesperson, the difference between the two may be entered on a Install line to arrive at the required total estimated labor units for the Job.
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