Purpose

The Jobs Module serves as the central hub for sold projects, designed to streamline project management from start to finish. It allows you to create and oversee projects, manage resources, track costs, and monitor progress all in one place. By integrating with other modules such as Inventory, Purchasing, and Scheduling, the Jobs Module provides a comprehensive view of your projects, helping you deliver them efficiently and effectively. Whether you're initiating a new project, assigning tasks, scheduling work, Invoicing completed projects, or generating reports, this module is your go-to tool for keeping projects on track and within budget.  

Jobs Module List View

The Jobs module shows all the current job records. Here, you can create new job entries, run reports, import a list of jobs, search and filter through the jobs, schedule events, and track each job's progress from start to finish.

Button / Progress Bar

Users can select these buttons to automatically show the Jobs in the list based on these options.

Search & Filter Options

• Quick Search: Search by contact, company name, or keywords
• Blue Text Options: Select these buttons to filter down the list of Job records a user is viewing in a specific way. Typically for reporting, exporting data, or for processing orders.
  • All: This button will populate the list with all active Job records.
  • My Jobs: Clicking this button will show all Job records that are assigned to your user account.
  • Favorites: Clicking this button will show any Job records that have been flagged as a favorite.
  • Archive: This will display any Job records that have been marked as Archive.
  • Advanced Filter: Clicking this button will allow you to search while using multiple different search criteria.
• Gray Quick Filter Options: Sort by clicking on the column headers 
  • ID / STAGE / TYPE: Displays the Job ID, Job Stage and Job Type.
  • CLIENT / POC / TITLE: Displays the related Client account, primary Point of Contact assigned to the Job and the Title within the Edit Name feature.
  • ADDRESS: Displays the Jobsite Address of the Job record.
  • DESCRIPTION: Displays the Description of the related Job record.
  • SOLD DATE: Displays the date that the Job was sold. This is automatically set when a Quote record is upgraded to a Job.

Selected Job Record

The main data hub for individual jobs. This mode provides a comprehensive view of all essential job information in one place, allowing for efficient management and tracking of job progress.

Overview Mode

Button Bar / Progress Bar

Manage job status and actions with clickable buttons in the overview mode, allows users to quickly perform key actions and update job status, streamlining the job management process.:

• Assignment: Assign users to manage the job
• Schedule: View and create schedules
• Client Notification: Send notifications to clients
• POs: View and create purchase orders
• Shipments: View related shipping records
• Incomplete/Complete: Mark job completion status
• Review: Perform final review before billing
• Invoice: Create invoices for clients

Additional Fields/Buttons

• Details: Display client contact information
• eForms: Generate job-related forms
• Attributes: Add custom data fields
• Description/Scope/Instructions: Enter project details
• Files/Emails/Notes: Store related documents and communications
• Activity Log: Track job history and updates
• Options: 
  • Edit Card: Use this to edit Job information, including “Client”, “POC”, “Jobsite Address” and more.
  • New Contact: Create a new contact linked to this Job. View these with the “View” > “Contacts” button.
  • Print Label: Print a US Label with various size options.
  • Lock/Unlock: Lock or unlock the record to limit access.
  • Optional App: Used to access TRUE applications outside of the system. Common example is TRUE Fence.
  • Duplicate: Create a copy of the Job record. Use this feature to create a matching Job, or to instead create a Quote with the same information.
  • Revert to Quote: Move this Job back to a Quote. This requires items to be completed or deleted (Tasks, Work Tickets, etc.)
  • Delete: Permanently delete the Job record.

Items Mode

Manage line items for labor and materials. This mode allows users to track and manage all products and services associated with the job, including pricing and quantities. 

Time Card Mode

Track and log labor hours. Users can record and monitor time spent on the job, facilitating accurate billing and payroll processes.

• Personnel: Within this column see the employee assigned to a specific punch. To modify this information simply click within the field.
• Date: View the dates of work completed on the job.To modify this information simply click within the field.
• Start: View the start time of work on a specific day for an individual job. To modify this information simply click within the field.
• Finish: View the end time of work on a specific day for an individual job. To modify this information simply click within the field.
• Duration: Based on the start and finish times listed TRUE will calculate the total duration of each punch and provide a grand total at the bottom of the screen.
• Activity: Users will be able to allocate a specific activity they performed on the job using payroll activities. These will appear in this column. To modify this information simply click within the field.
• Notes: Users will be able to leave a note when clocking out of a punch. These will appear in this column. To view or modify a note simply click on the paper/pencil icon. If no note was left on a punch, this icon will appear gray.
• "≡" Icon
  • Duplicate: Choose this option to duplicate the chosen punch for another personnel. TRUE will ask you to first select from a personnel list. To duplicate a punch for more then one personnel, use the rubric cube icon in the upper right-hand corner of the personnel list to batch add multiple personnel members.
  • Delete: Select this option to permanently delete a punch.

Equipment Mode

Track client equipment installed or serviced. This mode enables users to maintain detailed records of client equipment, enhancing service quality and warranty tracking.

• Image: Drag and drop a picture of the equipment assigned and/or purchased for a job.
• ID: This column will display an equipment record ID number that is automatically generated by TRUE when a new piece of equipment is added.
• Product: This column will display the features of the equipment as stored in the TRUE Catalog module. These items can include product ID, vendor name, brand, model, description, and pricing. To change the product associated to a job, select the gray pencil icon to choose from existing products within TRUE.
• Serial Number: View the serial number associate to a piece of equipment within this column. To edit the serial number simply click and type within the field.
• Purchased: Use this column to indicate when the equipment was purchased for a job. Click and select within the field to choose a date.
• Reminder: Set a reminder about a piece of equipment within this column by clicking within the field and selecting from the calendar popup.
• Worked: Use this checkbox to mark a piece of equipment as worked or used on the job.
• Description: Located below the equipment details you will see a description field for each piece of equipment. Click and type within this field to leave important details pertaining to the equipment. 

Work Tickets Mode

Generate and track work tickets directly within a Job. Users can create shop, field, or warranty 

• Incomplete: Display all Work Tickets that have not been marked as “Complete”.
• Complete: Display all Work Tickets that have been marked as “Complete”.
• All: Display all Work Tickets.
• View in Work Ticket Module: Open the selected Jobs related Work Tickets directly within the Work Ticket module.

Tasks Mode

Create and manage job-related tasks. This mode allows for detailed task planning and tracking, enhancing project management capabilities.

• View Incomplete: Display Tasks that have not been marked as “Complete”.
• Overdue: View Tasks that are past the entered “Due Date”.
• Show All: Display all related Job Tasks.
• View in Tasks Module: Open the Job tasks directly in the Tasks module.

New Task Fields

• DESCRIPTION: Enter a short Task description.
• ASSIGNED: Assign a user to this Task. Users receive an Alert notification.
• STAGE: Assign a “Stage” to the Task. Task stages can be modified via the “Categories” module.
• DUE: Enter a Task “Due Date”. Follow up Alert notifications will be sent to the assigned user.
• FIELD: Toggle this Task for TRUE Field visibility.
• Trash Can Icon: Delete the Task record.

Inventory Mode

Assign and track inventory for the job. Users can manage and monitor inventory usage for each job, improving resource allocation and cost tracking.

• Reserved Inventory: Display Inventory reserved for this Job.
• Used Inventory: Display the Inventory records for the materials assigned to this Job.
• Set all Reserved as Done (Used): Mark all the “Reserved” inventory items to this Job as “Used”.

Inventory Item Fields

• ITEM: Displays the name of the associated Inventory Item.
• PURCHASE ORDER: Displays any linked Purchase Order records, if applicable.
• LOCATION: Displays the “Location” currently assigned to this Inventory item.

Expenses Mode

This mode enables users to record and monitor all expenses associated with the job, facilitating accurate job costing and billing.

• VENDOR: Vendor associated with this expense.
• CATEGORY: Customizable “Category” that can be assigned to an expense. Modifiable in the “Categories” module.
• DESCRIPTION: A short description of the expense.
• PRICE: The expense total.
• “+” icon: Create a new Expense record.

Job Costing Mode

Monitor budget, costs, and financial performance. Users can track and analyze the financial aspects of each job, including budgets, actual costs, and profitability.

• Hide Approved Entries: Hide any entries that have already approved.
• “+” icon: Create a new Job Costing entry.
• “PDF” report icon:
  • WIP Report: WIP Report provides the percent complete in relation to total costs and budgeted cost. 
  • Cost Report: Cost Report breaks down all each Budget per Cost code and provides the corresponding Invoiced, Labor and Committed Costs per each Cost Code of a Job/Contract. 
  • Job Costing Report: Job Costing Report is a total report of each Invoice, Labor and Committed costs broken out by either Cost Code or Contract item.

Job Costing Record Fields

• ID: Display the Job Costing record ID. Automatically generated.
• Date: Display the date of the Job Costing entry.
• Type: Enter the Job Costing record “Type”
  • Budget: Job Costing entries that relate to the budgeted total for the Job.
  • Committed: Job Costing entries for the committed costs associated with the Job through Purchase Orders.
  • Labor: Job Costing entries for the labor costs associated with the Job.
  • Invoiced: Job Costing entries that have been Invoiced.
• Cost Code: Display the Job Costing record related Cost Code.
• Amount: Display the amount total of the Job Costing record.
• Approval: Display if the Job Costing record has been approved.
• Notes: Display any user entered Notes.
• ≡ Icon:
  • Copy: Copy this Job Costing entry to paste to another Job.
  • Duplicate: Create a duplicate of this Job Costing entry.
  • View Source: View any related records to this Job Costing entry.
  • Delete: Delete the Job Costing entry.