Entering job information
Enter job information by clicking on the “job name” field and entering a suitable name. This will be useful to refer to the job later. Alternatively double click with the mouse whilst in this field, and the text “Not stated” will be entered. Enter any miscellaneous information concerning the job in the “job notes” field. State the job type. In the standard version of JobVision you may only specify a standard job. Do not forget to enter a suitable rate of VAT. The rate is set at 17.5% in the options form, but you may change it as you wish. If you specify that the job is not “In accounts” by removing the tick from the check box, the job becomes a quotation, this job will not feature in the accounts system of JobVision. Any summary JobVision displays indicating the total value of all jobs completed over a time period will not include this quotation. Discounts may also be applied to jobs.
The discount is the amount you wish to deduct in percent from the total bill. If for example you have a job that comes to £117.5 and the discount is set to 10% the bill will be £105.75. As this is a dual currency system, the exchange rate can be set.
The exchange rate converts the value of sterling to euros and vice versa. It is the number of euros to one pound. You may wish to adjust this if you are dealing with sterling and euros.
The “Job start date” is the date when your staff plan to visit the site and start working or did in practice start working. If you double click on this field, todays date will automatically be entered. The “Job end date” is the date when your staff completed the work .
Important
If you double click inside any date field, todays date will automatically be entered.
The “Invoiced date” is the date when you sent the invoice to the customer for the completed work.
The “Invoice paid date” is the date you received payment for the work.
The “Statement date” is the date you send a reminder invoice (called a statement) to the customer.
The “Follow up date” is the date the customer may need you to return to the site for follow up work. If for example you install equipment that will require servicing in one year, if you enter a date one year in the future in this field, JobVision can warn you when this date is due.
Caution
The dates entered in the above fields must be logical or JobVision will object. For example the “Job start date” must be before or on the same date as the “Job end date”.
Important
Before moving onto the actions / tasks please bear in mind that the more accurate and thoroughly you enter data in this and any other form, the more useful JobVision will be to you. The invoicing system for example relies on you entering a date when the job was completed. All jobs that have a completed date but not an "invoice sent date" are stored as "live" invoices ready for an invoice print run.
Deleting jobs
Delete a job by selecting it with the record selector on the far right hand side of the job form. This is the vertical bar to the left of the green actions/item text. Click on it once and it will turn black indicating that the current job is selected. Press the “Delete” key on the keyboard.
The form record selector 
Important
If there are actions recorded against this job then these must be deleted before the job can be deleted. See Deleting actions below.