Knowledge Base

Introduction

 

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:

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Editing Jobs

Change the details of the job, specify the Bill of Materials (BOM), the location, add comments and attachments to the job.

Prepayment

Take deposits for jobs without the need to raise an invoice.

Quotes and Estimates

Generate documents and send to your customers for review.

Review Job

View real time profitability of your jobs, compare costs and revenues to budgets, add forecast for completion and variances to budget.

Schedule

Use a calendar tool to allocate jobs to staff members, view all the jobs already scheduled, and optimise your workers day.

Invoices

Raise one or more invoices for jobs. Copy quotes to invoices if required. See what’s already been invoiced for a job.

Recording Consumables

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.

Purchasing

Raise purchase orders to meet the requirements of your jobs, and send them off the your suppliers.

Delivery Dockets

Print out dockets to be sent with items being shipped to your customers.

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