Job Creation
The Jobs screen lists all jobs as well as enables users to create and manage contractual jobs. Jobs can also be added to properties.
From a Property
1. In the property window, click the Jobs tab.
2. In the Jobs tab, click Add. The New Job window displays.
For instructions on adding a Contractor, click here.
3. Click OK to close the Property window.
From the Jobs Screen
1. From the side menu, click Jobs. The jobs screen displays.
2. Click Add. The New Job window displays.
3. Populate all mandatory and relevant fields. - For a detailed explanation of each section, please see the steps below.
Note: All peach coloured fields are mandatory.
Note: The Contractors & History, To Do tabs and Add Note and Export with Additional Details buttons only become available after the Access Instructions tab is populated.
For
The For section enables the user to enter the details for the specified property.
1. Click ... to select the relevant Property name. The Properties window displays.
2. Select the relevant property, and click OK to populate the Property field.
3. Click ... to select the relevant Unit, if applicable. The Units window displays. Click the red X to remove the Unit.
Note: The Tenant is automatically populated upon adding a unit.
4. Select the relevant unit and click OK to populate the Unit field.
5. Click ... to select the relevant Content, if applicable. The Contents window displays. Click the red X to remove the Content.
6. Click Add to add new property content. The New Content window displays.
7. Click ... to select the content Type. The Content Types window displays.
Note: All peach coloured fields are mandatory.
8. Click Add to create a new Content Type or Edit to highlight and edit the name of an existing Content Type.
9. Click OK to populate the Type field.
10. Enter the type Description.
11. Enter a Serial Number if relevant.
12. Enter a Price if relevant.
13. Click ... to select a Supplier if relevant. The Supplier window displays.
14. Select an existing Supplier.
Note: For instructions on adding a new supplier or editing an existing supplier, click here.
Note: Supplier is selected by default. Other types of suppliers are available from the drop down list.
15. Click OK to populate the Supplier field.
16. Select the Purchase Date if relevant.
17. Select the Warranty Exp. Date if relevant.
18. Enter Notes if relevant.
19. Click OK to populate the Content field.
Type
The Type section enables the user to enter the type of job needed for the specified property.
1. Click ... to select the relevant Type. The Job Types window displays.
2. Click Add to add new job types or select an existing job type, click Edit to highlight and edit the name of an existing job type.
3. Click OK to populate the job Type field.
4. Click ... to select the relevant Type Details, if applicable. The Job Type Details window displays. Click the X to remove the Type Detail.
5. Click Add to add new job type detail or select an existing Type Detail, or click Edit to highlight and edit the name of an existing job type details.
6. Click OK to to populate the job Type Detail field.
7. Enter the job type Description.
General
The General section enables the user to set the job Status and job Source and displays the date the job was Created.
1. Select a job Status from the drop down list.
2. Click ... to add a job Source. The Job Sources window displays.
3. Click Add to add a new job source or select an existing Source, or click Edit to highlight and edit the name of an existing job source.
4. Click OK to to populate the job Source field.
Access
1. Click ... to select the Access Instructions. The Job Access Instruction window displays.
2. Click Add to add new access instructions or select an existing Access Instruction, or click Edit to highlight and edit the name of an existing access instruction.
3. Click OK to to populate the job Access Instructions field.
Note: The Contractors & History, To Do tabs and Add Note and Export with Additional Details buttons only become available after the Access Instructions tab is populated.
4. Click ... to select the relevant Alternative Contact, if applicable. The All window displays.
5. Select an existing Contact.
Note: For details on how to add a new contact or edit an existing contact, click here.
Note: All contractor types are selected by default. Other types of suppliers are available from the drop down list.
6. Click OK to populate the Alternative Contact field.
7. Enter the Access Info if relevant.
Estimates
1. Select a Start Date, if relevant.
2. Select an End Date, if relevant.
3. Enter a Cost, if relevant.
Contractors & History and To Do and Additional Information Tabs
For instructions on adding a Contractor, click here.
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