Use the Job screen to view and change the status of a Job (Administration > Job Costing > Search Jobs > Dbl click on a Job > Change Status).
Open-Bid
A bid is being presented to the customer. You are waiting for approval to begin the project. Once a job is Active, you may change it back to a Bid status as long as the following has not occurred:
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Cost Log records exist for job.
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Unapproved timecard allocations exist for job.
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Revenue has been recognized
Closed-Lost
The customer declined the bid.
Open-Active
The customer accepted the bid and you are currently working on the project or will soon begin the project. The following must be completed before a job can be made Active:
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At least one phase must exist
Close-Completed
The Job is completed and all bills, payments, and revenue recognition has been entered. You cannot close a job until the following has occurred:
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Amount Billed must equal total amount of Bid (if there was a permanent change in the bid amount and the Bill amount is now less than the Bid amount, use a change order to edit the original bid amount).
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All timecard allocations must be approved
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All costs must be recognized
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All revenue must be recognized
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Final revenue recognition must exist (clears out Jobs in Progress account)
Closed-Cancelled
The Job has been canceled in any status and will not be completed at any time. You cannot close a job if the following exists:
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Cost Log records exist for job.
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Unapproved timecard allocations exist for job.
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Revenue has been recognized
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Job Team (Administration > Job Costing > Search Jobs > Select a job > Job Team tab) is a group of individuals working on a specific job and could include the foreman, key sub-contractors and internal employees or technicians. The Job Team menu is a great place for storing all pertinent contact information for each job team member. The job team list, including contact information, will print on the internal version of the job Work Order.
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Phases are alpha/numeric codes or names that signify a job activity. Phases are generally unique to the job type. For instance, you may have different phases for a new pool construction versus custom spa installation. Phases are critical to the setup of a job and dictate how materials, labor, and AP transactions will be allocated.- All materials, labor, AP transactions, work orders, job bills, sub-contractors, budget line items, and cost log entries are allocated to the job using a specific phase and cost code combination.