How to create a Job

The system gives the user three different ways to create Jobs: automatically from an approved estimate, coping an existing Job or creating a new one based on a product specification.

Bellow you can find the step-by-step for each of these options.

 

Automatically – Integrated with iQuote

In the system’s main menu, click Administration > General configuration > System > General settings or enter "General settings" in the Quick Search field.

Under Job, check the “iQuote integrated with iPlan” option:

Click Save, then click Exit.

Back to the system’s main menu, click Sales > iQuote > Estimate or enter "Estimate" in the Quick Search field.

Select the appropriate estimate and change it’s status to an approved one (tag 4 or 7). The following screen will open:

In Quantity option, select the option to be approved.

Click Confirm.

Click Save, then click Exit.

The system will automatically create a new Job linked to that estimate. To access it click Planning > Planner > Job, In the system’s main menu.

The new Job will have the description name identical to the estimate’s:

 

Copy a Job

Note: Duplicated Jobs cannot be linked to any Estimate.

 

In the Job browser, select a Job and click Duplicate Job.

The following screen will open:

Under Copied job data, check the Rework option if necessary.

Edit the information under Copied job data, if necessary.

In the Quantity field, Under Products, inform the number of products for this job. Edit the other fields, if necessary.

Enter relevant observations, if any, under Notes.

Click Confirm.

 

New Job

Note: Jobs created based on Product specifications cannot be linked to any Estimate.

 

In the Job browser click New Job.

The following screen will open:

Fill the fields in this screen with the product’s information.

Under Components to be added to the Job choose a previously recorded product specification. This PS will provide the basic structure for this Job’s product.

Note: By default the system will make available to select only the specifications of products from the client specified at the top of the screen. To access product specifications linked to other customers enable the Present PS of all customers option.

Note: To select multiple product specifications at once click Select Products.

Fill in the Quantity and Delivery date fields with the appropriate values.

Click Confirm.