Job Management

Job Management

What is a job?

Jobs are the ‘bucket’ that are used to capture all time and costs associated with undertaking a job or project. 

What is a task?

Jobs are broken down further into Tasks.  Every Job must have one (1) Task , as it is at Task level that Job costs and times are captured. 

A Task can not be created on it's own.  A task must be linked to a Job. For further details visit  Action: Create a Task

Task costs are then 'rolled up' to total against the Job. For example:
                                  Task 1 - $5,000.00 in costs
                                 Task 2 - $   250.00 in costs
                                 Task 3 - $2,700.00 in costs
will give a Job Cost Total of $7, 750.00

To make things even easier, QicWorks will default the first Task on the Job with the Job's Title. Simply type over the top of the task name and click save to override this feature.

A Task could be specific to a particular:
  • Job Step Requirement i.e  lay foundation slab for house
  • Trade Type i.e  task specific to capture costs incurred by boilermakers , or
  • Pay Rule i.e  afternoon shift with penalties

Use Job and Task Templates to standardise your job structures. (Not to mention save time)

We recommend that to get the most out of the QicWorks platform, jobs should be constructed in accordance with our minimum requirements. Check out our   Job & Task Cheat Sheet   to see which fields are mandatory when setting up Jobs and Tasks.

Click on  Job  from the main menu, then click on  Job Management

Job Management Table

This is a list of all Jobs within your account. See  Filter: Job Management Table  to see how you can filter this table by the Job's status.

Job Management Table

 Navigation Breadcrumbs: Click on hyperlinks to jump to that screen,
Job Table Filters: Select how you wish to filter the data within the main Job Management Table
C  Action Menu: Select what action you wish to preform
Page Toggle Width: Click to increase or decrease the page width
E Show entries Change the view settings to Show 5, 10, 20, 50, 100 or All entries.
F Search:  Click in the Search field and enter search criteria to find a particular Job from within the Job Table.
G Main Job Management Table: Shows all jobs as set by the Job Table Filter. (Default view is to Show All Jobs.) 

Contained in this table is:
 Supplier Details

   Field Name
     Job No
    Unique job identifier. To change this prefix see Prefix Settings
    Name of the customer this job is being undertaken for
    The job status
    The current cost value of works to date

Job Status explained!
Planned:  Job is in planning mode and has not been released to the users yet.
                Planned jobs are visible in the Job Schedule and can have invoices, purchase orders and expenses created.
Available:  Job is available to allocate time and costs to.
                It can be seen on the App, Job Schedule, Job Assigner and Planner.
On Hold:  Job is on hold and cannot have time or costs allocated to it.
                It is NOT visible on the App. On hold jobs are shown on the Job Schedule and uner the "On Hold" tab within the Job Assigner and Planner.
Completed:  Users cannot see or book time or costs to job, but financial Users can still invoice and settle costs.
Closed : The job is closed with all financials settled.
Cancelled:  The Job is 'deleted' from all financial reports.

Job No hyperlink: Click on the individual job number hyperlink to jump to that job's specifics. 
I    Job Progress Bar: Shows the current percentage complete status for the job detailed above.  For full details on how percentage complete is calculated see:  Job Progress
J   Next page selection

To create a Job see Action: Create a Job
To create a Job Template, see: Action: Create a Job Template

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