Adding New Jobs. Jobs can be added three (3) ways in Punchlist Manager.

Size: px

Start display at page:

Download "Adding New Jobs. Jobs can be added three (3) ways in Punchlist Manager."

Moses Pierce
5 years ago
Views:

Jobs can be added three (3) ways in Punchlist Manager. Option A Quick Add Job To Quick Add a Job hover on Jobs from the blue ribbon then click on the Quick Add Job.

1 Jobs can be added three (3) ways in Punchlist Manager. Option A Quick Add Job To Quick Add a Job hover on Jobs from the blue ribbon then click on the Quick Add Job. After clicking Quick Add Job; the following fields will be displayed on the page. Project, Lot #, ID, Job Name, Address, Building, Unit, City, State, Zip, Primary First Name, Primary Last Name, Title, Phone Number, Type of Number, Address, Billing Homeowner, Use Different Address, Secondary First Name, Secondary Last Name, Title, Phone Number, Type of Number, Address, Billing Homeowner, Use Different Address, Supervisor, Staff & Staff 2. Note: The block of information to the right of the page can be customized by the administrator of the application by going to Tools Site Setup Settings, bottom of the page Other, Quick Add Job Text. 1 P a g e

2 Important: The Fields highlighted in Blue are required. Adding New Jobs Project: Select the Project from the drop down menu that you will be adding the job into. Note: If the Project is not an available selection please refer to the following reference document Adding Projects & Project Contacts available on the University under Training Documents End User. Lot #: Add the Lot # (if applicable) ID: This is the Job ID assigned to the Job. Job Name: Check the box to apply a Custom Job Name, otherwise it will default to the Primary Job Contact Name. Address, Building, Unit, City, State and Zip: Enter the details of the address. Note: The first box within the address is the street number the second box is where you apply the street name. First Name: Primary Homeowner First Name Last Name: Primary Homeowner Last Name Title: The title of the Primary Homeowner, such as Owner, Renter/Tenant, Spouse, etc. Phone & Type: Primary Homeowner Phone Number. The drop down next to the number is the type of number such as Cell, Home, Work, etc. Primary Homeowner addresses. Billing Homeowner: Check the box to mark the Homeowner as Billing. Use Different Address: Check the box to apply a different mailing address for the Primary Homeowner. Secondary: Same data input as the Primary Homeowner except this information is for the Secondary Homeowner (if applicable). 2 P a g e

3 Warranty Rep (Supervisor): Select the employee from the drop down or begin typing their name. Project Mgr (Staff): Select the employee from the drop down or begin typing their name. Important: Warranty Rep (Supervisor) and Project Mgr (Staff) are required fields. Coordinator (Staff 2): Select the employee from the drop down or begin typing their name (if applicable). Click Save to continue, Save and Add List to Save the Job and add a new List or Cancel if you no longer need to create the record. Sample of the Quick Add Job page with the majority of the fields populated. 3 P a g e

4 After selecting Save the page will redirect to the Job Detail page, see sample below. To apply your Warrtany Dates single click on the Job Snapshot (blue ribbon) that displays across the Job Detail. After applying your Warranty Dates, rememebr to Save. 4 P a g e

5 Option B View Jobs, Add To Add a Job hover on Jobs from the blue ribbon then click View Jobs, at the bottom of the View Jobs page, click the Add button. After clicking Add button; the page is redirected to the Job Detail. 5 P a g e

6 Job Detail Page To Save the Job the following fields are required; Project, Address, City, Warranty Rep (Supervisor) & Project Mgr (Staff). 6 P a g e

Project: Select the Project from the drop down menu that you will be adding the job into. Note: Various fields may pre-populate based on the information added into the Project Detail page.

7 Project: Select the Project from the drop down menu that you will be adding the job into. Note: Various fields may pre-populate based on the information added into the Project Detail page. Such as the Warranty Rep (Supervisor), Project Mgr (Staff) and the address. Important: If the Project is not an available selection please refer to the following reference document Adding Projects & Project Contacts available on the University under Training Documents End User. Lot #: Add the Lot # (if applicable) ID: This is the Job ID assigned to the Job. Job Name: Check the box to apply a Custom Job Name, otherwise it will default to the Primary Job Contact Name. Address: Enter the details of the address. The first box within the address is the street number the second box is where you apply the street name. Note: If this is a multifamily property the address may pre-populate if the address was applied in the Project Detail record. Building: Enter the Building Number (if applicable). Unit: Enter the Unite Number (if applicable). City: Enter the City. State: Enter the State. Zip: Enter the Zip Code. County: Enter the County (if applicable).. Warranty Rep (Supervisor): Select the employee from the drop down or begin typing their name. Project Mgr (Staff): Select the employee from the drop down or begin typing their name. Important: Warranty Rep (Supervisor) and Project Mgr (Staff) are required fields. They also may pre-populate if this information was added within the Project Detail record. Coordinator (Staff 2): Select the employee from the drop down or begin typing their name (if applicable). Important: The following fields displayed below are custom fields and are definable in terminology. This can be setup by the Administrator by going to Tools in the blue toolbar Site Setup Terminology. Six (6) custom job fields can be setup. Lockbox/Code: Add the Lockbox/Code (if applicable) Storage #: Add the Storage # (if applicable) Click the Save button located to the bottom left of the page to proceed. Next click the Contacts tab Add.. button to add the Homeowner information. 7 P a g e

8 Check one of the following boxes Primary Homeowner, Secondary Homeowner or Billing Homeowner Note: If this is the first contact that is being added to the Job then you must click Primary Homeowner. Name: The first drop down menu select Mr., Mrs., Dr., etc. (if applicable). Apply the Homeowners First Name. MI: Apply the Homeowners Middle Initial (if applicable). Last: Apply the Homeowners Last Name. Title: The title of the Primary Homeowner, such as Owner, Renter/Tenant, Spouse, etc. Use Same Address as Job: Check the box to apply the same address that was entered within the Job Detail page. Address, Building, Unit, City, State and Zip: Enter the details of the address. Phone 1-5 & Type: Apply the phone numbers. The drop down next to the each number is the type of number such as Cell, Home, Work, etc. Note: Phone field 1 & 2 are visible on Work Order(s), Reports, Homeowner Portal, etc. Apply the addresses. User name: Enter a username to give homeowner portal access. Password: Enter a password to give homeowner portal access. Note: This must meet the minimum strength requirements of Weak before you can Save the record. Notes: Apply any notes (if applicable). Click the Save button located to the bottom left of the page to proceed. Additional Job Contacts: Same data input as the Primary Homeowner except this information is for the Secondary Homeowner (if applicable). Ensure to check the Secondary homeowner box so the details appear within the Job Detail Page. 8 P a g e

9 To apply your Warrtany Dates single click on the Job Snapshot (blue ribbon) that displays across the Job Detail. After applying your Warranty Dates, rememebr to Save. Option C Save & Copy Please refer to the following reference document Job Save & Copy available on the University under Training Documents End User. 9 P a g e

Adding Employee Records

Adding Employee Records To enter new or edit existing employee records in Punchlist Manager please select Settings from the blue toolbar System Setup Click on Employees. Note: Employee records can only be setup by the Administrator