When a new job is created or an existing job is opened it will default to the main Job Info tab (below).
Below is a description of the fields and functionality of the Job Info screen. Most of the information on the main job screen will be populated automatically when the job comes from an estimate. Much of the details that follow relate to jobs entered in Job Control that do not have an estimate.
Customers: When a new job is created, the cursor will initialize in this field. Start to type to speed-search and auto-fill this field from the accounts in your customer (CRM) tables.
Description: A free format general description of the job. This description will appear on lists and reports.
Category: Selection of user-defined category to be associated with the job. Job Control uses the category on several reports, including: Sales Summary, Sales Comparison, Job Openings and Job Closings.
Status: Selection of user-defined status for the job. The status of a job is tracked by form. A multiple form estimate with forms of different statuses will display "Multiple" as the job status. The individual form status can be viewed on the Summary tab. Job Status is used to identify the current stage of a job and can be used to trigger email alerts via the Event Processor.
Salesrep: If the customer selected is assigned to a salesrep, this field will automatically assign the job to that rep. If the customer does not have a default rep, you can select a rep from the pull-down list of employees that are checked as salesreps.
Estimator: New jobs can be manually assigned to an estimator when applicable. A job that came from an estimate will default to the estimator from the estimate.
CSR: If the customer selected is assigned to a CSR, this field will automatically assign the estimate to that CSR. If the customer does not have a default CSR, you can select a CSR from the pull-down list of employees that are checked as CSRs.
Job#: The number assigned to the job. The numbering system can be defined in System Settings.
Job Date: This editable date will default to the current date for new jobs.
Estimate#: Displays the estimate number associated with the job. The estimate number field will be editable if the Estimate module is not active. The field will be read-only when Estimate is active. When Estimate is active, clicking the "Est #" blue hyperlink text will open the associated estimate.
Estimate Date: Displays the date of the estimate.
The date the job is due for completion. This date can be entered here or during the New Job from Estimate screen.
Parts & Forms: Jobs are organized by Parts and Forms (listed on the right side of the screen). Parts generally relate to a finished product or service. Forms are the individual components that produce a part. There is no limit to the number of parts and forms in an Job. The sample Job screen includes 2 Parts (Brochure and Mailing Services) and 3 forms (2 for the Brochure and 1 for the Mailing Services). Right-click in the white space to add a new part. Right-click on a part to add a form to that part. Copying and deleting are also options. Right-click on a form to edit the form description or quantity. Parts and forms can be omitted from the Job Ticket by right-clicking and unchecking the corresponding menu item.
Part Description: The first field under the navigation tabs is the Part Description. A new job will already have 1 part created. The part description will appear on the part/form tree (right side of screen) to aid in navigation.
Order Quantity: The Order Quantity is display only on the Job Info tab. Editing is done from the Summary tab.
Quoted Price: The Quoted Price is display only on the Job Info tab. Editing is done from the Summary tab.
Calculator Button: Used to access calculators defined for standardized product pricing. Contact Printers Software Support for more information.
Part Label List: User defined fields (called "Labels") are listed and added in this space. A default set of fields can be assigned through creation of a Label List. New Labels can be added to the screen by right-clicking to select individual labels or by replacing the entire set with a new set from your Label List. Part Labels can be set to include default values and have pre-defined pull-down menus for selection of commonly used terms. The label sequence can be adjusted by clicking any label and using the "Move Selected Label" up/down buttons that appear on the bottom of the screen. Labels are Part specific. Each part can include it's own set of labels and values. Clicking any part on the Part & Form tree will display that part's corresponding labels.
User Defined Dates: The four date fields to the left of the Part & Form tree are the user-defined job dates. These dates can be set to appear on the job list via User Preferences. The date values can be be populated from the corresponding estimate dates or independently base on System Settings.