There is another means of managing job information and that is from the “Jobs” form. This can be accessed from the “Jobs” button on the “JobVision start” form. This view may be more useful as it only displays a subset of job information, and only displays those types of jobs that you are interested in. For example if you click on the “Jobs” button, you are presented with a list of types of jobs that can be displayed. Click on your preference, then click on the “view” button. Your chosen type of job will be displayed.

The "Display which clients jobs" form

The "Jobs" form

You can edit and delete jobs here just as you can from the CJA view. You can also use the “Filter entries”. See “How to apply a filter to the data (Using “Filter entries”)” below.

Job sheets

On this form is the “Job Sheets” button. Job sheets are printouts of job details for staff to take on site. Click on the “Job Sheets” button to view the job sheet. You will be presented with a choice, either to view the job sheet for the job currently displayed on the screen (see "Display which clients jobs" form) or to view all job sheets. (Note Job sheet may not be available with this version of JobVision).

Actions/items

Jobs are not always single actions or items, but can be made up of a series of actions or items. For example when I fit a new radiator and sink I might break the job down into 1. supply of new sink, 2. supply replacement radiator, 3. installation of new sink, 4. Install replacement radiator. Just below the centre of the Clients/Jobs/Actions form is the actions form. This is a white grid like form placed to the right of the green “Action / Item” text. With JobVision these separate actions / items would be entered on different lines on the Actions/Items form. Put each chargeable action on a different line in the grid. For example your entries in the first row and first column of the grid might be “supply replacement sink”, the second line might be “supply replacement radiator”, the third line might be “install replacement sink”, the fourth might be “install replacement radiator”. The diagram below might represents these entries. Each action / item entry may also record additional information. The following are examples.

Expense/chargeable

Other additional information should usually be recorded about each action/item. Press the tab key or use the mouse to move along to the next field (to the right) For example, what type of action is it? Some actions/items are direct costs (“Chargeable expense”) like the radiator in the example above. Others like your labour are examples of “Chargeable activity”.

Currency

Your action may be charged in Sterling or Euros. You will have the option to state your chosen currency for invoicing.

Quantity

Use the quantity field to record how much of an item / action was used whether this was hours of work, or quantities of materials. If you used two radiators then put “2” in the quantity field for and action recorded as "radiator" item. If you took half an hour to install the new radiator, the put “0.5” in the quantity field. Entering quantities in this field is to help you quickly calculate invoices and statements. You can be as accurate or approximate as you wish, but remember that what appears in these fields will appear on the final invoice.

Cost

Enter the cost of the action or item here, remember that this cost will be multiplied by the quantity (and VAT and discount and perhaps exchange rate) before the charged sum is reached.

Completed?

Put a tick in the tick box if the job has been completed. This is to assist you to track the progress of a project.

Staff

Here you can state the name of the person who completes the action. Select the name of the member of staff from the drop down list. You can enter the names of your staff by clicking on the word “Staff” on the main launchpad of JobVision.

Full cost

The full cost field indicates how much the action costs after VAT and any discounts are calculated. The user cannot directly change this amount.

Priority

Priority is used when actions must be completed in a particular order. The lower the priority the earlier it must be completed. JobVision automatically sorts actions by priority. The lower the number, the higher the priority and the higher that action will rank in the list of actions.

Inv#

By default all jobs have actions with an invoice number of “0”, and when an invoice is printed all actions (with an inv# of “0”) are included in the invoice. By changing the inv# of an action to something other than “0” ie “1”, invoices can be created that that are multi-part. (note this feature is not available in the standard version of JobVision). In order to print partial invoices the “Mult” button must be used. For further details of partial invoices see the seperate entry later.

Deleting actions

Delete an action by selecting the row / action / item on the white grid. This will result in that whole row turning black to indicate that it is selected. Then press the “Delete” key. The action will be deleted.