By checking relevant boxes, the grid list can be ordered to display both Jobs and Subjobs in any manner desired.

The check boxes allow the user to select multiple values for each option, as well as apply conditions across multiple options (i.e. Status = Quote & Quote Accepted; Type = Construction Project). Once the criteria have been applied, clicking on the Search button will refresh the grid to display only jobs that meet the filter criteria.

The system will retain the last options selected when the screen is next opened. This allows each user to set up criteria specific to their area of responsibility just once, without having to do so each time they enter the My Jobs screen.

The search field allows a user to enter additional search criteria to further refine the information that is displayed within the Job and Subjob grid. The user can enter any partial information that they may have about the Job
and the system will then search the following
job fields to try and match the search criteria entered. The fields that are searched are:

• Job ID
• Alternate Code
• Job Title
• Customer Card Code
• Customer Card Name
• Service Call ID
• Subjob ID
• Subjob Alternate Code
• Subjob Title
• Job Order Number
• Subjob Order Number
• Job Contact Phone Number
• Subjob Contact Phone Number

The information entered in the search field does not have to be the full search string, nor are wildcards required to indicate that the search string is at the start or end of the field. The system will look through the above fields and match the search term, no matter where it is found in the field.

The search function works in conjunction with the criteria list boxes mentioned above. Jobs that meet the criteria of the value entered in the search field, but do not meet the criteria of the filters applied by the check list boxes, will not be displayed.

The Search button is used to refresh the Job and Subjob details displayed on the grid, based on the search criteria and filters applied.

This checkbox allows the user to view only Jobs that still have a work-in-progress cost against them. This can be used as a month end check to ensure all required billing have been done.

Once a Job has been completed or cancelled, it can be marked as Inactive. Once a Job has been made inactive, it will not show up on search lists or reports. With this checkbox enabled, users are able to display these Jobs and, if they have the required authority, re-activate them.

Actual Due Date

Entered Date

Actual Quote Date

Estimated Start Date

Actual Start Date

Estimated Due Date

Estimated Completed Date

Actual Completed Date

Transcation Date

This filter allows date parameters to be applied to the search functions. Once the filter has been selected, a date value can then be applied to individual parameters, based on the provided list of options.

This option omits Subjob lines from the results grid, only displaying Master Job lines.

The My Jobs function allows Jobs to be filtered by user. The system will search all Job and Subjob details, activities linked to Jobs and  Subjobs and Service Call details for documents assigned to the user log-in. The search will be further refined by previously selected filters.

Initiates a bulk stock check of all stock in the system.

This button initiates the Bulk Processing Wizard to allow bulk invoicing of multiple Jobs.

The copy function allows a new Job or Subjob to be created by copying the details of the selected entry.

Creates a new Master Job.