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The Jobcard program is a charge up Job management system, designed to track
from start to finish and report on a Jobs progress. We define a Job as charge
up, or any work without a fixed expenditure value, such as a contract. For
tendered work, consider our Jobcost program.
The Jobcard accumulates purchased materials, services & labour until complete
and ready for charging. On completion, the Job is transferred to Invoicing for
charging. You can consolidate line details for Materials, or Labour. Available
reports include Pending & Work in Progress.
You can enter chargeable work directly into Jobcard as work progresses, or on
completion. Chargeable details can be entered as actual amounts used, from Job
Sheets, Creditor invoices, Time Sheets and Electronic Invoices (EDI).
Jobcard entry is fully integrated to the Pricing / Inventory programs, to
provide the latest pricing information. Templates (boilerplate listings) can be
used to insert complete Jobs, for common Jobs. Units can be displayed as a
single line entry, or in detail, (all components).
Each Job can have a charge out factor of either Cost, Trade or Retail prices for
the Materials or Labour to be used. Prices for commonly used charges, are
normally taken from Pricing. You can optionally manually enter charge lines if
required. By having a pricing system that includes cost and retail prices, the
program can provide each Job with Job Analysis and Profit details.
You can charge out each item or line at a different rate than the actual price.
This is used to price the items specifically for the Job, by increasing or
decreasing the price as required. For Cost & Trade price based Jobs a mark up
percentage is used to calculate the Sell Price of the Job. For Retail based
pricing, you would use a discount percentage over the entire Job to reduce the
overall retail price.
When a Job contains a standard type of activity or material list, you can load a
Job Template that contains all the items used. These items load with the latest
price and usually only require quantity changes. You can edit all template items
as per normal lines. You can load as many templates per Job as is required.
To avoid duplication of data entry, you can have Materials and Labour accumulate
from other programs, Creditors, EDI and Payroll. Jobcard Entry is fully
integrated to the Creditors, Pricing, Inventory, Invoicing, Debtors and EDI
programs. If your supplier provides electronic invoices, the EDI program will
automatically import supplier invoices into Jobcard, via Creditors.
You can transfer completed Jobs as stored invoices to the Invoicing program. The
information transferred to the invoice can be consolidated form, (Material
and/or Labour totals), or with full details of all items used. The transferred
Jobs are available for viewing in Job History. Completed Jobcards are
transferred to Invoicing as saved invoices.
Items that are transferred to Invoicing as a saved invoice become part of the
Job History. Partial completed jobs, after being closed off, can have more
information can put against them if and when required. Jobs can be viewed,
either by customer, or by Job Number / Name.
An option is available when entering Job details to include the date, when more
than one day of labour was accumulated against the Job. This allows the
identification of the date the work was completed on. This information is
transferred to Job History, but not Invoicing.
- Wizard to move a saved Job from one customer to another customer.
- Display of Job Totals, displaying Profit for Materials, Labour, Travel, Units
and Other.
- Transfer Completed Job to Invoicing for Charging.
- Ability to use Units from Pricing / Inventory.
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