Lead	A job begins in the lead stage and remains a lead until the target completion date has been set. At this stage, the admin and estimator are responsible to move this job to the stage of production.
Production	Indicates that the target completion date has been set. At this stage, the project manager is responsible for ensuring that all work for the job is assigned and completed before handing off to accounting.
Accounting	Indicates that all work orders have been completed and the milestone for completed has been selected. Now the accountant will be responsible for taking this job to completion.
Completed	Once payment for the job has been received, the milestone paid can be selected and this job will attain the status of completed and can then be closed.

Received	When a new job is started, this milestone is automatically selected.
Customer Contacted	This milestone is connected to the first contacted date in the job detail and will become selected automatically when the first contacted date is entered.
Site Inspected	Must be manually selected once the site inspection/walk-thru has been completed.
Estimate Submitted	Selected by the estimator once the estimate has been created and submitted.
Estimate Approved	To be selected once the estimate has been and received back as approved. At this point, if the estimate is not approved, the job can be closed and the milestone left as estimate submitted.
Set Target Completion	This date should be set as soon as the estimated date of completion is known; setting the target completion date will auto-select the milestone as completed, it will also move the job from status of lead into production.
Into Production	Indicates that the job has now changed hands from the estimator to the project manager. Now that the estimate has been approved and entered, a financial plan can be created with a budget for the job and work orders can be created and assigned.
Started	This indicates that work orders have been issued and that resources have started work on the job.
Completed	Indicates that all work orders and tasks have been completed for the job and that the progress of the job will be turned over to the accountant. Job status will read accounting.
Invoiced	Can be completed once the job has been invoiced and is awaiting payment.
Paid	Once payment has been received this milestone can be completed and the job will change from accounting status to completed.

Detail	Role: Office Admin or Front Desk
Collect first notice of loss (FNOL) information upon receipt of a new job – job details are accessible on the mobile app.	Capture customer, loss, policy and structural information. Associate jobs Assign user roles to take the lead as office admin, project manager, estimator or accountant on the job – these users will be responsible for completing specified milestones.
Financial	Role : Estimator or Project Manager
Create a financial plan and track job costing. This will often be populated following the site inspection and estimate approval.	Create a work order from a budgeted category of work. Create a budget for categories of work to be completed and specify a desired gross margin (GM). Send the job to QuickBooks and import revenue/expenses for job costing comparison.
Work Orders	Role : Project Manager
View the current status of work orders open on the job, and see all work orders in a list.	Assign work orders to a project lead. Create new work orders. Modify existing work orders. Schedule work orders and assign resources.
Tasks	Role : Office Admin or Project Manager
Apply a task template when a new job is started to save time creating standard tasks for specific job types.	Create singular job tasks. Assign tasks to users. Schedule existing tasks for completion.
Photos	Role : Office Admin
Prepare a new job with pre-set albums for faster in-field upload or view uploaded photos.	Create, modify and view albums. Manage photos using the photo toolbar: Select, Sort, Move To, Delete and Option.
Notes	Role : Office Admin
Capture important data about the job site;	Add supporting images. View by most recent or search using keywords.
Attachments	Role : Any User
Consolidate important documents into the job for reference on the web desktop or in the field from the mobile app.	Add signed copies of work authorization forms, customer satisfaction surveys or adjuster approvals. Search attachments by keyword using the ‘Search’ bar for quick access to the files you need.
Reports	Role : Any User
Access job-specific reports such as the job detail report.	Manage reporting criteria. Exclude fields if not applicable to the recipient, then print or download the file.

Getting started with contents listing

Content lists & management

Job & workflow management

Budgeting & QuickBooks

Scheduling & dispatch

Best practices & extras

Video tutorials

Getting started with contents listing

Content lists & management

Job & Workflow Management

Budgeting & QuickBooks

Scheduling & Dispatch

Best Practices & Extras

Video Tutorials

Navigation

Job Page Interface

Job Stage Banner

Milestone Banner

Secondary Navigation Bar – Job Navigation

The job is now ready to be updated by the project manager or technician in the field from the mobile app.

To deactivate an employee, simply edit the employee contact and de-select the radio button for ‘active’.

Apply a Form Template

When Form Errors Occur

Integration Overview

Step 1: Ensure the Account is Created Correctly within the Job

Step 2: Send Job to QuickBooks

Step 3: Retrieve Expense and Revenue Data from QuickBooks

Keep in mind that the QuickBooks Connector does not handle updates to already transferred data; it will only update JobCheck with new transactions.

See tutorial “13 - PM - Recommended Workflow - Managing Financial Progress”.

Create a New Account View:

Create a New View for Contacts and Employees

Optional Report Add-Ons

Integration Overview

Step 1: Ensure the Account is Created Correctly within the Job

Step 2: Send Job to QuickBooks

Step 3: Retrieve Expense and Revenue Data from QuickBooks

Keep in mind that the QuickBooks Connector does not handle updates to already transferred data; it will only update JobCheck with new transactions.

Create a New Account View:

Create a New View for Contacts and Employees