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. Job and Client Attribute Tags

8. Active Job Dashboard

9. DWR Entry

10. DWR Approval

11. Invoicing a Time & Materials Job

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

12. Invoicing a Fixed Price Job

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

13. Expense Entry

14. Expense Approval

15. Job Maps

16. Personal Reports

    1. My Time Cards
    2. My Expenses

17. Reports

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

Technician / Site Staff Guide

1. Technician / Site Staff Initial Setup

2. DWR Entry

3. Expense Entry

4. Personal Reports