Job defaults help you to track expenses across jobs, and let you classify different types of jobs and monitor job status to see how job progress and sales and expenses compare across multiple jobs.
Before you can set up jobs, you must create definitions for the categories of expenses, types of jobs, and phases of completion you are tracking.
§ Job Categories break down the expenses you track across all job types (for example, Planning, Materials, Research, Labor) so that, when you enter job transactions or vendor bills, you can apply each transaction to a category, and view the Job Analysis by category or account.
§ Job Types classify the different types of jobs your business offers (for example, Landscaping, Tree Removal, Roof Repair, Gutter Cleaning) so that you can identify each job a company performs by type.
§ Job Phases let you create codes to help you to track the progress of jobs (for example, 20%, 30%, 50%) and the job status, so that you can select or update the job status by selecting the appropriate code.
You can enter unlimited items for each type of default setting.
To set up job defaults:
1. Select Default Settings from the Job Costing menu to open the Default Settings screen.
2. Enter the first default job category (for example, Planning) on the first line of the Job Categories table.
You can create as many job categories as necessary. Press the Enter key to open new lines for entry.
To delete an entry, click the red X at the end of the entry line.
3. Click Save to save your entries.
We recommend that you save your work frequently.
4. Repeat the previous steps to enter default job types in the Job Types table and default job phases in the Job Phases table.
5. Click Save to save your entries for each type.