Job Book Manual

Index

Administration Guide

  1. Overview

    1. What is Job Book
    2. How will Job Book improve my life?
      1. Administrators
      2. Management
      3. Technicians
    3. How will Job Book improve my company?
      1. Improve Profitability
      2. Improve Accountability
      3. Improve Sustainability
    4. Now is the Time

  2. Users and Employee Profiles

    1. Users
    2. User Roles
      1. View
      2. Modify / Create / Delete
    3. Adding Users and Setting Roles
    4. New User Login
    5. Employees
    6. Adding Employees

  3. Administration Settings

    1. Introduction
    2. Offices
    3. Line Items
      1. Labour Cost Items
      2. Equipment and Materials
      3. Fixed Price Items
    4. Expense Items

  4. Rate Sheets

  5. Clients

  6. Job Setup

    1. Basic Configuration
    2. Billing Configuration
    3. Adding Line Items
    4. Archiving and Removing Line Items
    5. Activating and Deactivating Jobs

  7. Active Job Dashboard

  8. DWR Entry

  9. DWR Approval

  10. Invoicing a Time & Materials Job

    1. Overview
    2. Invoice Creation
    3. PM Queue
    4. Ticket Queue
    5. Admin Queue
    6. Processed Queue

  11. Invoicing a Fixed Price Job

    1. Overview
    2. Invoice Creation
    3. PM Queue
    4. Ticket Queue
    5. Admin Queue
    6. Processed Queue

  12. Expense Entry

  13. Expense Approval

  14. Job Maps

  15. Personal Reports

    1. My Time Cards
    2. My Expenses

  16. Reports

    1. Line Item Report
    2. Work in Progress (WIP) Report

Site Staff Guide

  1. Site Staff Initial Setup

  2. DWR Entry

  3. Expense Entry

  4. Personal Reports