This Help File Page was last Modified on 05/30/2019
Proposal Form - Job Type field
✓From there, you will be able to create a Work Order for this Job Tasks and modify (if needed for clarity) this basic Job Task's description.
❑For Inventory Tracking & Job Costing module Users:
•Proposal Net Balance Remaining - This will display an Amount representing the sum all of the Job Tasks identified in this Job Tasks tab.
Proposal Form - Job Tasks tab on the Proposal Form
•To Enter a New Job Task, Click the Icon on the Job Tasks tab
✓Service Type - Use the Drop-Down Selection List to Choose the appropriate Service Type for this Job Task.
✓Description - The description entered when the selected Service Type was defined will be inserted automatically.
▪It may be modified if required.
✓Type - Use the Drop-Down Selection List to Choose the Work Order Type format (i.e., Standard, Fire Alarm Test, Fire Extinguisher Test, or Installation Order) that should be printed if the Create Work Order? (see below) box is Checked.
Work Order Types
✓Amount - Enter the gross amount of the retail cost (Including Sales Tax) for this Job Task.
✓Include Proposal Comment - When the Create Work Order? box is Checked (see above), and this Include Proposal Comment box is also Checked:
➢Note: If this Proposal is to be converted into a Job Task on the Job Costing Form when it is accepted, the Total Amounts of all items entered into the Job Tasks tab must equal the Total Amount for the Proposal including any Sales Taxes that will be charged.
•Click the Icon to record this New Job Task.
•Repeat this procedure, as needed, to define all of the Job Tasks required.