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. Technician
      2. Job Coordinator
      3. Manager
      4. Administrator
      5. View
      6. Modify / Create / Delete
      7. Report Access
      8. Tasks / Scheduling
      9. Leave Requests
   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

Task Management and Crew Scheduling

1. Overview

   1. Introduction
   2. Key Concepts
   3. How It All Fits Together

2. Task Templates

   1. Key Concepts
   2. Exploring Task Templates
   3. Viewing a Task Template
   4. Editing a Task Template
   5. Adding and Organizing Tasks

3. Task Plans

   1. Key Concepts
   2. Navigating to a Job’s Task Plan
   3. Importing Task Templates
   4. Task Status
   5. Task Due Date
   6. Assigning Tasks
   7. Scheduled Tasks
   8. Adding and Organizing Tasks

4. Task Scheduling

   1. Key Concepts
   2. Navigating to the Task Scheduler
   3. Understanding the Layout
   4. Scheduling a Task
   5. Modifying a Scheduled Task
   6. Editing Task Details
   7. Filtering the Calendar by Employee

5. Personal Task Management

   1. Overview
   2. My Schedule
      1. Accessing My Schedule
      2. Viewing Your Schedule
      3. Changing Task Status
   3. My Unscheduled Tasks
      1. Accessing My Unscheduled Tasks
      2. Viewing Your Unscheduled Tasks
      3. Changing Task Status

6. Task Dashboard

   1. Overview
   2. Accessing the Task Dashboard
   3. Features
      1. Columns
      2. Grid Operations
      3. Report Templating