Job and Client Attribute Tags

Where the Client Types, Job Categories, Job Scope and Status fields sit on the client and job forms, and every value on the fixed list behind each.

Jobs and clients can be tagged with any number of the client types, job categories and job scopes on this page, so they can be found by tag in the Job Explorer; the fourth list, job statuses, is a single required choice rather than a set of tags. All four lists are fixed lists built into Job Book. You pick from them; you do not maintain them, and there is no screen for adding a value of your own. Where a job scope you want is not on the list, the job form’s Job Scope Details box is the place for it.

Where the Tags Are Set

Client Type(s) is on the client form. On the dashboard, in the Clients card, click Create New, or open an existing client and click Edit. The field sits on the Client tab, between Website: and Rate Sheet:, and reads “Click here…” until you pick something. Pick as many types as apply. See Clients.

The Client Type(s) picker on the client form with its list open
Client types are tags, so pick every one that applies. They let the Job Explorer find jobs by the kind of client.

Job Categories, Job Scope and Job Scope Details are on the job form. On the dashboard, in the Jobs card, click Create New, or open an existing job and click Edit. All three fields sit in the billing block, under GL Code Prefix and above Order Date. See Job Setup.

The Job Categories picker on the job form with its list open
Job Categories and Job Scope are fixed lists you pick from, not lists you maintain. A scope that is missing goes in Job Scope Details as text.

Status is on the job form too, near the top, under Project Name. It is required, and it is a single choice rather than a set of tags. See Job Statuses.

Client Types

The client form labels this field Client Type(s):. The values, in the order the picker lists them:

  • Architect
  • Commercial Owner
  • Construction
  • Construction Management
  • Consultant
  • Developers
  • Engineers
  • Federal Government
  • First Nations/Indigenous Group
  • Government
  • Land Agents
  • Lawyer
  • Mining
  • Municipal Government
  • Oil & Gas
  • Pipelines
  • Provincial Government
  • Realtor
  • Residential Owner
  • Surveyors
  • Utility Company
  • Vendor

Job Categories

The job form labels this field Job Categories:. The values, in the order the picker lists them:

  • Architectural
  • Commercial
  • Construction
  • Energy
  • Engineering
  • GIS
  • Government
  • Industrial
  • Infrastructure
  • Legal
  • Mining
  • Municipal
  • Oil & Gas
  • Pipeline
  • Residential

Job Scopes

The job form labels this field Job Scope:, singular. The values, in the order the picker lists them:

  • 3D Scanning
  • Abandonment
  • Access Map
  • Access Road
  • AGM Mapping
  • Air Photo
  • Air Space Plan
  • Alignment
  • ALR/SME Sketch Plan
  • ALTA Survey
  • Amended Plat
  • Anchor Site
  • Annexation Mapping
  • As-Built Survey
  • Bathymetric Survey
  • Battery Site
  • Benchmark
  • Block Face Plan
  • Booster
  • Boreholes
  • Borrow Pit
  • Boundary Stake-Out
  • Boundary Survey
  • Builder Survey Package
  • Building Layout
  • Cable Right of Way
  • CAD Support
  • Calculations
  • Camp Site
  • Canada Lands Survey
  • Canal Right of Way
  • Cathodic Protection System
  • Cement Pit
  • Certificate
  • Civil Work
  • Commercial Building Construction
  • Commercial Stakeout
  • Compaction Testing
  • Compiled Plan
  • Compressor Site
  • Condominium Plan
  • Consolidation Plan
  • Construction
  • Construction Layout
  • Consultation
  • Control Network Establishment
  • Corrosion Monitor Installation
  • Crossing Plan
  • Depth of Cover
  • Descriptive Plan
  • Design
  • Development Permit
  • Dig Site
  • Disposition Renewal
  • DLO Survey
  • DML Survey
  • DPI Survey
  • Drafting
  • Earthwork Support
  • Earthwork Survey
  • Easement
  • Elevation Certificate
  • Elevation Survey
  • Elevations
  • Energy Regulator Application
  • Engineering Survey
  • Establishment of Monuments
  • Estimating
  • Exhibit Map
  • Expert Witness
  • Explanatory Plan
  • Facility
  • Facility Abandonment
  • Feasibility Study
  • Fence Line
  • Final Grade Certificate
  • Floodplain Mapping
  • Form Board
  • Foundation Survey
  • Garage Pad Stakeout
  • Geotechnical Site Plan
  • Gravel Pit
  • Gridlines
  • Ground Control
  • Ground Penetrating Radar
  • Groundwater Mapping
  • House Stakeout
  • Individual Ownership Plan
  • Integrity Survey
  • Investigative Survey
  • Junction
  • Land Act Survey
  • Land Use Application
  • Lease Extension
  • Lease Measurement
  • Lease Survey
  • Legal Description Preparation
  • Legal Survey
  • LiDAR
  • Limit Stakeout
  • Liner Pull
  • Locating
  • Machine Control Support
  • Mapping
  • Material Surface Lease (MSL)
  • Mechanical Survey
  • Meter Site
  • Mineral Claim Staking
  • Mineral Survey
  • Miscellaneous
  • Miscellaneous Stake-Out
  • MLL Sketch Plan Conversion
  • MLL Survey
  • Monitor Site
  • Monitor Wells
  • Monitoring
  • Monument Establishment
  • Monument Plan
  • Mortgage Survey
  • Natural Boundary
  • New House Construction
  • New House Construction (Multiple Houses)
  • Notification Plan
  • On Lease
  • Ongoing Project
  • Pad Site
  • Phase I Environmental Site Assessment
  • Phase II Environmental Site Assessment
  • Photo Mosaic
  • Pile Layout
  • Piling Survey
  • Pipeline Abandonment
  • Pipeline Survey
  • Plant Site
  • Plat
  • Plot Plan
  • Post Construction Plan
  • Posting Plan
  • Power Line
  • Preliminary P/L Routing
  • Preliminary Plat
  • Preliminary Survey
  • Profile
  • Property Line Establishment
  • Proposal
  • Pump Station
  • QA / QC Survey
  • Radius Map
  • Railway
  • Re-bore
  • Re-Flag Pipeline
  • Re-Flag Wellsite
  • Real Property Report
  • Real Property Report Update
  • Reclamation
  • Reclamation Survey
  • Reference Plan
  • Remediation
  • Remote Sump
  • Research
  • Residence Sketch
  • Right of Way
  • Riparian Survey
  • Riser Site
  • Road Layout
  • Road Plan & Survey
  • Rough Grade Certificate
  • Satellite Site
  • Septic System Design
  • Sewer
  • Site Grading
  • Site Layout
  • Site Survey
  • Sketch Plan
  • Slab Survey
  • SML Survey
  • Spill Response
  • Spill Site
  • Staking
  • Storage Site
  • Strata
  • Strata Condominium
  • Strata Duplex
  • Strata Townhouse
  • Structural Survey
  • Subdivision
  • Sump
  • Temp Work Space
  • Test Lead
  • Title Survey
  • Tool Tracking
  • Topographic Survey
  • Topographic Survey for Addition/Renovation
  • Topographic Survey for Development
  • Topographic Survey for New House
  • Topographical
  • Tower Site
  • Truck Terminal Site
  • Turbine
  • UAV Inspection
  • UAV Survey
  • Underground Utility Survey
  • Utility ROW
  • Valve Site
  • Vent Site
  • Verification
  • Volumetric Survey
  • Water Act Application
  • Water Hub
  • Water Line
  • Water Source
  • Water Well
  • Well Site
  • Wetland Mapping
  • Zoning Application

Job Statuses

Status: is a required field on the job form, and it tracks the job through the product’s fixed list of stages.

The values, in the order the dropdown lists them:

  • Estimating
  • Job Setup
  • Cancelled
  • On Hold
  • Ready to Schedule
  • Scheduled
  • Processing
  • Ready to Draft
  • Drafting
  • Ready to Check
  • Checking
  • Acquiring Consents
  • Field Work in Progress
  • At Town for Approval
  • Endorsement
  • Prelim Sent
  • Sent to LTO for Registration
  • In Field Ongoing Project
  • Drafting Ongoing Project
  • Ready to Invoice
  • Final Submission Sent
  • Invoiced
  • Archive upon Payment
  • Complete
  • Lost to Others

Job Book attaches no definition to the individual stages, so what each one means is a decision your company makes and then applies consistently. See Job Setup for where Status sits on the job form, and Active Job Dashboard for the grid that reports on it.

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