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.
Button Name
Button Count
Selected Button
Unassigned
Displays counts of all Job records that are not currently assigned to any users.
When selected, only active Job records that do not currently have an assigned user will display.
Unscheduled
Displays counts of all Job records that do not currently have a related Schedule record for a date in the future. Schedules in the “Queue” appear as UnscheduledJobs.
When selected, only active Job records that do not currently have related schedule for a date in the future will display.
Incomplete
Displays counts of all Job records that have not yet been marked as “Complete”.
When selected, only active Job records that have not been marked as complete will display.
Review
Displays counts of all Job records that are currently waiting to be reviewed ("Review"button enabled within the Job record).
When selected, only active Job records that have not yet been reviewed will display.
Uninvoiced
Displays counts of all Job records that have an “Uninvoiced”amount greater than 0.
When selected, only active Job records that have an “Uninvoiced”amount greater than 0 will display.
Search & Filter Options
Quick Search
Search by contact, company name, or keywords
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.
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
Notify Client
Send notifications to clients
POs
View and create purchase orders
Incomplete/Complete
Mark job completion status
Review
Perform final review before billing
Invoice
Create invoices for clients
Invoice Button
Down Payment
Create a Down Payment Invoice
Cash Sale
Create an Invoice and automatically enter transaction information
Invoice 100%
Create a 100% complete invoice to invoice the entire amount of the project
New Invoice
Open the Invoice Wizard to enter Invoice amounts
View Invoice(s)
View existing Invoices
Pay Invoice
Apply a payment to existing unpaid Invoice
Options Button
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.
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
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.
Column Headers
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.
Reports
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.
