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The previous section outlined the setup procedures that are required to begin using the Job Manager system. As the Administrator, you are able to set up a number of additional elements to incorporate many of the items needed to provide a complete job management system. The optional information includes:
Company Setup - Company setup will be needed in order to activate auto-numbering of jobs, estimates, and invoices.
Workflow Templates - At least one workflow template will be needed to assign a job to a predefined workflow.
Price Structures - At least one price structure will be needed in order to assign prices to tasks and ordered items.
Printing Forms - At least one printing form will be needed in order to print from the Customer Entry & Edit, Estimate Entry & Edit, Job Entry & Edit, and Create/Review Invoice windows.
Ordered Items - At least one ordered item will be needed to apply pre-priced line items to estimates, jobs, and invoices.
Tax Structures - At least one tax structure will be needed in order to calculate taxes for estimates, jobs, and invoices.
Terms/Credit Cards/Shipping Options - At least one of each of these elements will be needed.
Custom Queries - Custom queries may be set up to create custom reports for viewing, printing, or exporting Job Manager system information.