Efficiently managing jobs begins with understanding how to view and create them. This article will guide you through the process of viewing existing jobs and creating new ones, including Quick Jobs. For information on creating Normal and DPP Jobs, please refer to the relevant sales process documentation.
Jobs List
To manage jobs, use the navigational sidebar in G.J. Software and follow these steps:
Access the Jobs List:
On the navigational sidebar, select Jobs.
Once the Job Admin section expands, select Jobs List.
Displayed Information: By default the following columns are displayed:
Number: Unique ID number of the job prefixed by the Office ID.
Customer: Customer for whom the job is created.
Site Address: Address of the site where the job is executed.
Contract Type: Type of contract with the customer.
Status: Status of the job (Active, Not Proceeding, Finalised, DPP).
Tip: You can add, remove, and rearrange columns by clicking the Table Settings at the top right of the table and you can export the information to Google Sheets by clicking the Link to Sheet icon above the table headers.
Operations on Jobs: As you hover over each job quick action icons appear to provide easy access to other job management functions, including:
Job Specifications
Job Orders
Variations/Change Orders
Colour Selections
Job Estimate
Job Financials
Validate Google Drive folders
Application Event Log
Creating a Quick Job
Quick Jobs are used in unique circumstances and some examples might include spec homes, display homes, or Franchise Owner’s own homes. A standard job is created automatically when a sale is successfully completed for a lead. However, Quick Jobs allow for a streamlined process in specific scenarios. Learn more about the different types of jobs here.
Note: For detailed instructions on creating Normal (not DPP) and DPP Jobs, refer to the sales process documentation linked here.
Steps to Create a Quick Job:
On the Jobs page, click Create Quick Job.
On the Create Quick Job page, select the existing customer or create a new contact by clicking the button next to the Customer box and selecting Create New Contact.
Specify all Owners: By default, the system uses the name of the lead. Add the other owners if there are multiple owners.
Enter Site Information: Enter details such as Site Name, Lot Number, Block, Subdivision, Street Number, Street Name, Zip Code, City, State, Map Reference, and Assessor’s Parcel Number (APN).
Enter Job Details:
Price Book: Select the Price Book to use for the job calculation.
House Plan: Select the house plan to use.
Base Design: Select the Base Design for the job.
Show Quick Quotes: Check this box if necessary.
House Plan Description: This is generated by combining the House Plan number and Customer name.
Job Memo: Enter an optional memo for the job.
Once all details are entered, click Process. The job is now created, and further management steps can be taken, such as populating job specifications, managing job orders, variations/change orders, colour selections, estimates, and financials.
Viewing and creating jobs in G.J. Software is straightforward and efficient. Quick Jobs cater to specific scenarios where a streamlined process is needed. For Normal and DPP Jobs, refer to the sales process documentation to ensure all steps are followed correctly. Proper management of job details is crucial for successful project execution and client satisfaction.