Understanding the Jobs Form | Scribe

Understanding the Jobs Form

  • Em Narozniak |
  • 5 steps |
  • 51 seconds
  • AccountabilityoneAccountabilityone

Accessing the Jobs Form

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To open the Jobs Form: 1. Navigate to **JOBS** > **Jobs**. 2. Click on a **Job No.** to open its details.
To open the Jobs Form: 1. Navigate to **JOBS** > **Jobs**. 2. Click on a **Job No.** to open its details.
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### **Job Information & Settings** This section allows users to update and manage key job details: - **Create a New Job** – For guidance on creating a job, **\[click here\]**. - **Dates:** - **Agency Deadlines** – Set deadlines for project deliverables. - **Material Deadlines** – Specify due dates for required materials. - **First and Last Expense Date** – Define the expense tracking period. - **Notes** – Add internal comments for job-related communication. - **Lock Transaction Types** – Restrict specific transaction types for better control. - **Interoffice Billing** – Enables the creation of a supplier invoice when a job is billed.\ Click here.
### **Job Information & Settings** This section allows users to update and manage key job details: - **Create a New Job** – For guidance on creating a job, **\[click here\]**. - **Dates:** - **Agency Deadlines** – Set deadlines for project deliverables. - **Material Deadlines** – Specify due dates for required materials. - **First and Last Expense Date** – Define the expense tracking period. - **Notes** – Add internal comments for job-related communication. - **Lock Transaction Types** – Restrict specific transaction types for better control. - **Interoffice Billing** – Enables the creation of a supplier invoice when a job is billed.\ Click here.
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### **Activity Tab** The **Activity** tab provides visibility into all job-related transactions and actions: - **Sub Jobs** – View and create sub-jobs linked to the master job. - **Financial Status** – Track and monitor the job’s financial performance. - **Estimates** – Create, review, and modify cost estimates. - **Client Job Invoices** – Generate and track invoices for the client. - **Purchase Orders** – Manage purchase orders associated with the job. - **Messages** – Send and receive job-related messages.
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### **Export & Reports** Users can generate reports and export job details for record-keeping or analysis: - **Export** – Download a detailed job report. - **Preview** – View a **PDF summary** of the job. Click here.
### **Export & Reports** Users can generate reports and export job details for record-keeping or analysis: - **Export** – Download a detailed job report. - **Preview** – View a **PDF summary** of the job. Click here.
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### **Files & Hyperlinks** - Attach, view, and manage files and hyperlinks related to the job for easy access. Click "Files & Hyperlinks ..."
### **Files & Hyperlinks** - Attach, view, and manage files and hyperlinks related to the job for easy access. Click "Files & Hyperlinks ..."
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The **Jobs Form** provides a structured way to oversee job details, financials, and communications in one central location. By utilizing its features, users can efficiently manage projects while ensuring accurate tracking and reporting.