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Job Line items are the detailed line item products and services that will be pre-priced out for a job and carried over directly to the invoice when the job is complete. These line items may be pre-defined tasks, materials, or ordered items, free-form line items that account for outside services, or custom items specific to the individual job. They may also be a direct copy of the estimate/quote line item(s) carried over when the estimate was converted to a job.
Adding pre-defined job line items
- Open a Job and display it in Edit mode if it is not already.
- Scroll down to the Ordered Items section of the page.
- Select the first blank line. If there are no blank lines displayed in the Ordered Items grid, click More Items (
). Additional blank rows will be added to the Ordered Items grid. - Click the TX checkbox to enable/disable tax to be calculated for the line item and press Tab. When a checkmark appears in the TX column, the appropriate tax will be calculated based on the tax structure associated with the job. Tax will not be calculated for the line item if the checkmark is not present.
- Type the quantity for the line item in the Qty cell and press Tab. This will indicate the quantity of the product or service and will allow Job Manager to automatically calculate the total price for the item once the unit price has been established.
- Click the Ordered Items Selector (
) to display a selectable list of ordered items and select from the list of available ordered items.
Note: Job order items cannot be created with the Customer Deposit code.
- Click outside the line item to complete adding the line item to the job.
- Repeat steps 2-7 for each additional pre-defined line item you want to add to the job.
Adding a free-form job line item
- Open a Job and display it in Edit mode if it is not already.
- Scroll down to the Ordered Items section of the page.
- Select the first blank line. If there are no blank lines displayed in the Ordered Items grid, click More Items (
). Additional blank rows will be added to the Ordered Items grid. - Click the TX checkbox to enable/disable tax to be calculated for the line item and press Tab. When a checkmark appears in the TX column, the appropriate tax will be calculated based on the tax structure associated with the job. Tax will not be calculated for the line item if the checkmark is not present.
- Press Tab and type a description for the job line item in the Description cell and press Tab.
- Type the quantity for the line item in the Qty cell and press Tab. This will indicate the quantity of the product or service and will allow Job Manager to automatically calculate the total price for the item once the unit price has been established.
- Type the unit and unit price of the free-form line item in the appropriate cells, pressing Tab after each cell. This will indicate the unit measurement and unit price for the line item. Job Manager will automatically calculate the total price of the line item.
- Click outside the line item to complete adding the line item to the job.
- Repeat steps 2-8 for each additional free-form line item you want to add to the job.
At this point, at least one line item has been added to the job and you may review how this has affected the subtotal, tax amounts, and total price of the job.
"Job Billing Types" on page 239
"Creating A New Job" on page 241
"Printing Job Information" on page 248
"Creating Job Charges" on page 250
"Creating Outside Purchases" on page 254
"Duplicating A Job" on page 257
"Generating A Job List" on page 260
"Determining Job Status" on page 262
"Modifying A Job's Workflow" on page 265
"Viewing Job Charges" on page 268