Jobs - Work Orders & Projects

Jobs - Work Orders & Projects

Work Order Screen

In this screen you can:

Create a new work order, delete a work order, edit a work order, export the view to Excel, print the list, create job reports, view the dashboard, create user views for the jobs and select the visible columns.

They are listed by filters down the left hand side, i.e. ‘All Jobs’ ‘Completed Jobs’ ‘Job Type’ etc.

To create a ‘New Work Order’ make sure ‘Work Orders’ is selected, at the bottom of the screen, click on ‘New Work Order’ and a new window will appear


Type in the ‘Summary’ box a brief description of the job. If you click on the little boxes at the side of ‘Tenancy’, ‘Supplier’, ‘Job Type’ etc. a new window will pop up.


For example, ‘Job Type’. This will bring up a list of jobs. You can select one of these or you can add your own description.

 

Enter ‘Appointment’ time & date this will update your diary with the event

 

‘Job No.’ the next available will be assigned once created

 

Enter date job started & when it is due by

 

Set status of job & priority type

 

Custom 1, 2 & 3 you can add any extra info that may relate to this work order

 

‘Project Link’ – if you have any projects set you can link the work order


You can record up to 3 quotations to a work order in the ‘Quotations’ tab. You can approve a quote from this screen and create a ‘Supplier Invoice’ - select either 1, 2 or 3 and click ‘Supplier Invoice’

 

This will open up the ‘Quick Supplier Invoice’ window, with all details entered, check all details and charges are correct and (see supplier invoice document) then click ‘Post Invoice’

 

You will then get the following message – click yes

 

This will now have created a ‘Quick Invoice’ and posted it straight to Sage, therefore it will not be listed under the ‘Supplier Invoice’ module, however it will be listed in the transactions tab.

 

Also within this window, if you click on ‘Select Transactions’ it will bring up a list of transactions against the supplier linked with this work order, you can select the ones that you want to appear on the invoice by clicking on the box at the side of the transaction. This will put a ‘x’ next to the transactions that will be included. Once you have selected the ones you want to include click ‘Save’  

 

The transactions will now appear in the list.

 

When you have entered all the details click ‘Save & Exit’.

 New Project

To set up a ‘New Project’ stay in the ‘Jobs’ module and click on ‘Project List’ tab (bottom bar) and click on ‘New Project’.


A new window will appear. Type in the ‘Summary’ box a brief description of the project


‘Project Type’ – click on the box and a new window will appear, select from list & click ‘OK’

Or ‘Add’ your own type


‘Property’ – Choose from drop down

 

Custom 1, 2 & 3 any extra info that may relate to this project


‘Project No’ – this will be assigned once project the is created

Job status

This window appears when you click on the

Box to the right of job status.

 

Enter projected start date & when it is due to end

Priority of projects  

If you have linked any work orders with a specific project they will appear here



When you have entered all the details ‘Save & Exit’

The project will now appear in the ‘Project List’ in the overview screen


Project Chart Screen

Click on the ‘Project Chart’ tab (bottom bar) in the ‘Jobs’ module. In this screen you have an overview of the projects in progress in a chart style



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