Job Manager allows you to create new jobs and to view and work with existing ones.
Most jobs are set up so that they occur once, but if your work includes routine jobs that recur on a regular basis – such as maintenance work – you should find out About recurring jobs.
Useful features of the job manager include:
- Job phases Phases allow you to organise your job tasks, milestones, costs, notes or documents into logical groups for costing, reporting and management purposes, providing you with greater visibility and context. Phases are specific to each job, so if you create phases for one job they will not be available to another job. Job templates can contain phases and those phases can be pre-populated with selected tasks, costs and milestones. , which let you organise your job tasks, milestones A milestone is a scheduled event that marks the completion of a significant deliverable element or component of a job. For example: send first draft to client; building inspector signoff. , costs, notes or documents into logical groups for costing, reporting and management purposes, providing you with greater visibility and context.
- The interactive job schedule manager, which lets you view the status of your jobs, tasks and milestones.
- Notifications WorkflowMax uses notifications as a way of informing selected people when certain job-related events occur. When one of these events occurs, staff assigned to the job, team members or client contacts can be notified by email or by on-screen alerts. , which provide a way of informing selected people when certain job-related events occur. When one of these events occurs, staff assigned to the job and team members can be notified by email.
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Filters, which lets you customise the list of jobs in the Job Manager table. The view can be refined by job start/end date, client, status and more, including custom fields.
Working with Job Manager
Working with staff
- Allocate one or more staff to a job
- Assign a client manager to one of more jobs
- Assign a job manager to one or more jobs