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Clients & Profits
X Online User Guide |
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Job Preferences
allows you to customize traffic names, billing workflow, priority
levels, settings to require charge numbers and job types options
to keep jobs from being closed
The shop’s six key production people can be assigned to jobs using
traffic names. There are six traffic names that apply to all jobs. The
traffic names are user-defined, and any or all of the six can be used.
Traffic names appear on special job lists and production reports, complimenting
the traffic milestones.
Selecting require charge numbers on new job tickets ensures that new jobs
always have charge numbers. It works like this: if a user tries to save
a new job without entering a charge number, a warning message appears and
the user is prompted to enter a charge number. The new job can’t be
saved until one is entered. Since there is no lookup table for charge number,
any kind of charge number (right or wrong) can be entered.
Selecting require job types on new job tickets ensures that new jobs always
have a valid job type. As a new job is added, the job type/spec sheet lookup
window opens automatically. The user can double-click on a job type to
select it, which copies the spec sheet’s settings to the new job.
This option forces the user to select one of the existing job types that
you’ve previous set up. With this setting, a new job won’t be
saved until a job type is chosen.
Selecting can’t close jobs with
unbilled costs prevents someone from closing a job that has
unbilled costs. Here’s how it works: when a user finds
a job then tries to close it, Clients & Profits X checks
the job’s tasks for unbilled costs. If a task has any
amount of unbilled costs, the user sees a warning message --
and the job can’t be closed.
The can’t close jobs with unfinished tasks option prevents a user
from closing a job prematurely. If this option is checked, a user can’t
close a job if any of its tasks are marked as unfinished (i.e., the “finished” checkbox
is unchecked). Before the job can be closed, the user needs to make sure
all of its tasks are marked as finished.
The option write-off all unbilled costs when closing jobs will automatically
change the status on the job’s unbilled costs from “Unbilled” to “Write-off”,
when a job is marked as Closed or its status is changed to the Closed status.
The new “Write-off” status will keep the costs off billing worksheets
and other pre-billing reports.
The disable automatic job diary entries option keeps Clients & Profits
X from creating diary entries whenever someone works on jobs. The job diary
is a useful tool for keeping track of who’s changing jobs, estimates,
and schedules but can make the database larger. Also, the automatic diary
entries can slow down the system slightly.
The steps your shop goes through to produce an invoice can be defined as
your billing workflow. These steps appear on the Billing
Hot Sheet, which is printed at the start of the billing cycle. They
help guide staffers through the steps needed to prepare, proof, and print
a job’s billing.
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 © 2012 Clients & Profits Worldwide w
e l o v e a d v e r t i s i n g |
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