Winning the job means you will now be needing to create a JOB CARD

Open the accepted QUOTE from the customer and now hit the CREATE JOB button within the actual winning QUOTE.

A new JOB has been created with a unique JOB NUMBER for ordering and other referencing.

FIXED PRICE JOB will require you to set up the PROGRESS CLAIMS and ALLOWANCES according to the building contract that was signed.

Open the QUOTES & INVOICES tab IN the JOB CARD and fill in the PROGRESS CLAIMS

the same as written into the building contract. Be sure to enter the EXCL GST amounts. 

Enter the ALLOWANCES as per the building contract. You are now ready to commence work and begin sending progress claims and variations as they become due.

Allowances can be accounted for in QUOTES and INVOICES section. When the amount of the ALLOWANCE is exceeded the additional will be added to the next Progress Claim. For VARIATIONS these are accounted for in the same menu. Always enter variations for a Progress Claim BEFORE creating the progress claim INVOICE. If entered after, the variation will not be picked up.

SITE SUMMARIES are used for COST PLUS jobs and they have four sections; Labour, Materials, Sub-Contractors and Plant & Equipment.

Invoices can be created directly from the SITE SUMMARY and are best created each week to maintain currency of invoices and cashflow.

SITE SUMMARIES can also be used to track costs for an Allowance or a Variation in a FIXED PRICE job.

JOB CARDS will also hold all other relevant documentation of the Job including:

• All quotations and versions of

• Customer details

• Invoices

• Site Summaries

• Plans and Documents

• Site Photos

• Notes and discussions