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| Number | Job | Customer | Site | Status | Scheduled | Hours |
|---|
Customer is who you bill. Site is where you work. Duplicate copies customer, site, tasks, materials and equipment. Not hours, notes, crew or pack.
Crew
Who is allocated on a date. Hours still go on the task. Change the date to put people on another day.
Invoice pack
Completion checks
Photos
Variations
| What | Status | Amount |
|---|
Notes
Job summary
For invoicing. Everything on this job, all tasks.
| Task | Who | Hours |
|---|
Materials
| Task | Item | Qty | Unit cost | Amount |
|---|
Equipment
| Task | Item | Qty | Unit cost | Amount |
|---|
Tasks
Labour
| 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 |
|---|
Template
Tasks
Task
Materials
| Item | Qty | Unit |
|---|
Equipment
| Item | Qty | Unit |
|---|