Last updated on May 12th, 2023
Jobs and Projects are at the heart of the Gojee system. They enable you to bring together all the resources (Inventory, Staff and Assets) from across your business into the one place and run the operations of your business.
Once the job is created (refer to this link to get started: Create a Job) there are a range of actions that can be undertaken in any order from within the job itself to fit with your existing work flows. These job actions include:
Change the details of the job, specify the Bill of Materials (BOM), the location, add comments and attachments to the job.
Take deposits for jobs without the need to raise an invoice.
Generate documents and send to your customers for review.
View real time profitability of your jobs, compare costs and revenues to budgets, add forecast for completion and variances to budget.
Use a calendar tool to allocate jobs to staff members, view all the jobs already scheduled, and optimise your workers day.
Raise one or more invoices for jobs. Copy quotes to invoices if required. See what’s already been invoiced for a job.
Consume inventory and asset onto your jobs. This is the process to take inventory out of stock and expense it onto the job. This page allows you to register how much of the budget has already been consumed for inventory and assets.
Raise purchase orders to meet the requirements of your jobs, and send them off the your suppliers.
Print out dockets to be sent with items being shipped to your customers.
Note: For users to able to estimate a job or calculate their profitability against a job, users must create jobs within Gojee. The more accurately you are able to include your Bill of Material (BOM) onto a job, the better insights you will have.