The job schedule (otherwise known as "Gantt Chart") is a feature that can be linked to a particular job-type in Pulse. It serves as a visual representation of the order of tasks required for a job, their order, and what timeframes they need to be completed in. You can also email this to contractors performing work for you, and directly to the customer to keep them in the loop. You can find the "Job Schedule" as a sub-panel on the job type your business has chosen to link to.
How to Use It:
Find the "Job Schedule" sub-panel on your chosen job and click "Edit Schedule" to open a new page.
Select a quote related to the job to get started. As the quote ideally should already be completed, the job schedule creator can simply connect the quote to the job schedule to start defining what needs to be done for the job. The quote must be published and approved before creating a job schedule.
When converting the quote in the job schedule, we automatically create a series of Purchase Orders, grouping these by the "Category" column. This means that if you have a line item for "Electrician" and a line item for "Builder" on your quote, we create two separate purchase orders, one for your electrician, and one for your builder.
This is so the job schedule creator can easily schedule the repairs work, then send both the schedule and purchase order to the vendor and customer.
Just to Recap:
Job schedules are found in Pulse under the job type chosen for your business.
To create a job schedule, you must first have a published quote. You may create a quote and then link the quote if you are missing one.
Upon converting a quote into a job schedule, Crunchwork also turns the quote into a purchase order, ordered by "Category".
Watch the video below where we create a job schedule:
Tips for using the job schedule
Add project milestones as reminders of when certain tasks should be carried out.
You may drag and drop line items from one purchase order to the next if you'd like to edit them after generating.
You can hold 'Control' on your keyboard, then click on the title of a purchase order to open it in a new tab.
Print the job schedule onto a PDF.
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