| 1. | The Phase Master option is used to set up a master list of cost categories and billing categories (phases). This list is user defined and is intended to contain phases that would be used on every job. Custom phases may be set up on each job as long as the Allow Custom Job Phase Numbers option is enabled in the System Administrator > Configuration > Accounting option. |
You may optionally set up Labor Distribution Codes on specific job cost phases in order to create default time card values for such items as Workers Comp, Department, State and Union Codes. These may be applied at the Phase Master level or on a job by job basis.
If you will be creating Time & Material Billings, you may also designate specific job cost phases with billing markup types and rates. These may be applied at the Phase Master level or on a job by job basis.
| 2. | The Properties option of the Job Cost module must be set up before any contract billings can be entered. This option contains the interface with the Ledger system as well as the default printer settings for the contract billings. The Billing Defaults Tab contains both the default titles for the billing signature lines as well as the default billing certification lines that may appear on the AIA and Standard 1 & 2 billing formats. |
| 3. | The list of customers may be created by selecting the Customers option. This is the same database as found in the Clients module but the Customers option contains a filter to display only those clients with a type of 'customer' or 'both'. Customers may also be set up 'on the fly' when the job information is entered. |
| 4. | The Update Jobs option is the center of the Job Cost system. This option is used to create and maintain job information. Basic information about the job is contained on the Job Info, Billing Info, Payroll and UDFs tabs. Budgets or cost estimates and the schedule of values are stored on the Detail items Tab. The Contract Status Tab contains a lookup option to quickly view the job's profitability. The Job History Tab gives a detailed view of contract billings, receipts and cash basis costs. The Documents Tab stores and organizes scanned or imported documents and images on the individual jobs. |
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Basic Job Setup Outline |
| 5. | If you are a residential subcontractor, then you will also need to set up the lot/plan master list and the buyer option master list. These lists will later be copied into the job detail items through the Residential Templates option. |
| 6. | Contract billing formats may be customized through the Reports Module (MAR) and then assigned to specific jobs, customers or users through the Custom Form Assignments option. |