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| Number | Job | Customer | Site | Status | Scheduled | Hours |
|---|
Quoted · Claimed · Left
Job
Customer and site
Customer is who you bill. Site is where you work.
Crew
Who is planned that day. Hours still go on the task.
Notes
Tasks
Open a task to add hours, materials and plant.
Purchase order
Give the supplier this number. Gear lands on the job when you pick up the bill.
| Number | Supplier | Status |
|---|
Invoice pack
Completion checks
Photos
Variations
Pending sits here, not in open lines. It does not freeze other claims.
| What | Status | Amount |
|---|
Test records
Not a CCEW. Lodge the CCEW in eCert within 7 days of the test.
| Date | Board | Tester | Status |
|---|
Job summary
Internal picture. Client paper is a quote or a claim.
| Task | Who | Hours |
|---|
Materials
| Task | Item | Qty | Unit cost | Amount |
|---|
Equipment
| Task | Item | Qty | Unit cost | Amount |
|---|
Open lines
Labour, materials and plant not on a claim. Tick what to bill, or take a portion of a task or variation.
Portion
Claims
| Number | Name | Status | Amount |
|---|
Labour
Click a line to fix it. Issued claims stay locked.
| Who | Date | Start | Finish | Hours | Note |
|---|
Materials
| Item | Qty | Unit |
|---|
Equipment
| Item | Qty | Unit |
|---|
New job
Customers
| Name | Company | Phone |
|---|
Sites
| Address | Contact | Notes |
|---|
Jobs
| Number | Job | Status | Scheduled | Hours |
|---|
Employees
Charge rate comes from Rates. Click a person for their card.
| Name | Role | Phone | Charge $/h |
|---|
Rates
Per role. charge = (cost + overhead) / (1 − profit). Writes charge onto people with that role. A person cost override only recalculates that person. Field never sees this.
| Role | Cost $/h | Overhead $/h | Profit % | Charge $/h |
|---|
Materials
| Name | Unit | Cost |
|---|
Equipment
| Name | Unit | Cost |
|---|
Typical jobs. Not the customer, site, hours, or quoted $. Duplicate a template to make a new description.
| Name | Description | Type | Tasks | Materials | Equipment |
|---|
| Number | Job | Customer | Status | Amount | Expiry |
|---|
New quote
Lines
Title plus scope underneath. Quantity 1 for a lump, like the paper you already send.
| Description | Qty | Price | Amount |
|---|
Invoice lines
| Description | Qty | Price | Amount |
|---|
Payments
Sits in open invoices until fully paid. You cannot mark paid early.
| Date | Amount | Reference |
|---|
Purchase order
Lines
| Item | Qty | Unit |
|---|
Pick up bill
Save the supplier PDF from the email and drop it here. We read it. You check. Then it posts.
| Item | Qty | Unit $ |
|---|
Template
Tasks
Task
Materials
| Item | Qty | Unit |
|---|
Equipment
| Item | Qty | Unit |
|---|