There are several methods to create a job in Arborgold, but the two most common at to utilize the Action drop down on a Phone Message / Appointment and select the 'Add Job' option, or to utilize the Action drop down on a Customer Information page, and select the 'Add Job' option. Both options will bring you to an empty Job Information page.

Job Information

Job Name - This is the unique job name that generates for each job, generating based on the customer sort on (last name or company) and the bid date. While this can be changed, but it important to note that this should be done before any maps or images are added to the job as the job name is what connects those components to the job.

Customer - This is the name of the customer that the job is attached to. This is not an editable field, and is set at the time of job creation (learn more about customer creation here.)

Job Site - This is the job site associated with the job. If the customer has multiple job sites, you will be able to select the appropriate job site from the list (learn more about how to add an address to a customer account here.)

Billing Address - This is the customer billing address. Generally speaking this will be the job site displayed on the main customer page (learn more about how to add an address to a customer account here.)

Job Tags - This is where you can attach job tags to the job. These are often used for job site hazard alerts, rental information and status updates (learn more about this here.)

Job Status - This is the stage in the job life cycle that the job is in. There are currently seven job statuses available: generated, proposal, declined, work order, completed, cancelled and hold (learn more about this here.)

Bid Date - This is the date that the job was created in your database.

Discount - This is where you can enter in a percentage that the job is to be discounted by (learn more about this here.) Note: the discount must be added in as a whole number; an example of this would be if I wanted to add in a 5% discount, I would type in 5, not .05.

Salesperson - This is where you would enter in the name of the salesperson associated with the creation of the job.

$ Profit & Loss Chart (learn more about this here.)

Map (learn more about this here.)

Details (learn more about this here.)

Service Line Items

Note: as these columns are customizable we will focus on only the defaults for now, however you can decide what columns you see by clicking on the crosshair box to the right above the service line items.

# - This is the number that denotes the order in which the services are meant to print on the proposal.

Item - This is the plant or item that the service is being performed on.

Service - This is the name of the service being offered to the client.

Description - These are notes that will display on the proposal, the work order, and the invoice (unless this has been removed as per your request during the customization process) that pertain to the individual service it was entered on.

Qty - This is the quantity of item or of service for the service being offered to the client.

Est Hrs - These are the estimated man hours of the service being offered to the client.

Act Hrs - These are the actual man hours spent on the service by our crew.

Sch Hrs - These are the scheduled man hours associated with the service after scheduling.

Price - This is the price of the service being offered to the client.

Cost - This is the resource cost of the service being offered to the client.

OH Cost - This is the overhead cost of the service being offered to the client.

BE - This is the break even (overhead cost + cost) of the service being offered to the client.

Est Visits - This is the number of visits estimated for this service.

Status - This is the status of the service being offered to the client (learn more about this here.)

Type - This is the type of scheduling that this service will require (learn more about this here)

Crew - This is the name of the crew that our salesperson has assigned to the service for job costing and future scheduling purposes.

Resources On The Service (learn more about this here.)

Service Details (learn more about this here.)

Quick Scheduler (learn more about this here.)

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