Last updated on September 6th, 2023
Job actions are available for users to be able to record different actions against any active job.
Job Actions can be accessed in two ways:
Editing jobs allow users to update / change the job after it has been created.
Clicking “Edit Job” navigates customers to the job creation page:
Refer to the Create a Job section for more information on the job fields.
When editing a job, all parts of the job can be updated in most cases, with some expections such as if the job BOM is in the “frozen” state (i.e. when a quote is approved). Refer to the BOM section of the Create a Job page for more information on the job freezing.
You can take a prepayment against any job in the system if your business requires. Refer to this link for more information Deposits and Payments
From this page within the job, you can create and send quotes to your customers for this job. You can also view all the quotes / estimates that exist for the job. Refer to Quotes and Estimates for more information.
The Job Review page lets you look at your job’s progress in real time, and compare the budgeted costs and revenue to actuals.
The cost budget and quantities come from an approved quote, or the Job BOM page if no quote.
The numbered items from the Job Review page are explained below:
Note: Any inventory purchases made for a job will automatically be consumed for a job and have the costs allocated on the job review page once the item has been received, so long as the Automated Consumption button is selected when receiving the goods ordered. Refer to the Purchasing section for more information.
For your existing stocked inventory and assets, you will need to manually consume these costs against the job. Refer to the Record Consumables section below for more information.
For professions, your employees or a manager must record time against the profession for a particular job for the costs to show on the job review page. Refer to this section for more information Time Tracking.
Allows you to schedule you staff members onto a particular job and record their timesheets against the job. To learn more about scheduling workers onto jobs Refer to this link for more information
In order to schedule a staff member onto a job, you must have the professions set up in Gojee.
Clicking schedule from the Job Options, will take you to job scheduler page.
This option allows you to create, view and manage all invoices against a particular job. Clicking invoices will display all created invoices for a job as below:
New Invoice: This allows you to create a new invoice for a job. Refer to Invoicing section for more information.
Create Invoice from a Quote: This option allows you to create an invoice by copying all the information on a Quote / Estimate already created for a job. To learn more about Creating Quotes / Estimate refer to the Quotes and Estimates section.
Using Create Invoice from a Quote replicates the invoice details based of your Quote / Estimate itself. If you had hidden any item’s price, qty or a line item all together, it won’t be displayed on the invoice.
This option allows you to record your stock items against a job. If you have raised a purchase order through Gojee and received items against it, Gojee will automatically record the required quantity against a job if the “Automated Consumption” button is clicked on the Goods Receipt page. Refer to this link for more information
The numbered items in the image above are explained below:
In the case that the consumption is not automatically done, the items ordered for the job will be allocated to stock, and reserved for the job, so the system will not allow them to be consumed onto other jobs. To consume the reserved items onto the job from the record consumables page, simply select “Reserved Instances” from the dropdown in the Qty to Consume column (i.e. instead of selecting a location).
You can return an item in case if the item was consumed by mistake or customer cancelled an order after you processed it. To return an item:
3. Click Return from the top right menu:
4. Enter the quantity against the item that you wish to return (please ensure that you select the correct warehouse if you are using multiple stock locations)
5. Click “return to stock” and stock will be returned to your warehouse.
You can print Picking slips to be used for your staff to pick the items from warehouse when you have consumed an item. To print a picking slip:
4. A Picking Slip will be generated showing all the items for the job along with required and recorded quantity:
Reservations allow you to reserve stock on hand for jobs. This means that these stock items will stay in stock, and on hand, but they wont be available for other jobs to consume or reserve.
This action allows users to raise Purchase Order for the items required specifically for a job from Gojee. Refer to the Job Stock Orders section for more information on this process.
You can create one or more delivery dockets for a job as it progresses. As you create multiple delivery dockets, the system will track what’s already been shipped, and what’s on back order.
To create a deliver docket:
1. Go to Job Actions > Delivery Dockets
2. You will be navigated to the Delivery Dockets page where you can see all the delivery dockets created against a job:
3. Click on “New Delivery Dockets” from the top right menu
4. You will be directed to the Delivery Dockets creation page:
5. After making the required changes, Click “Create Delivery Docket” at the bottom left of the screen:
6. A pdf document will be generated that you can print and post onto your deliveries: