Select the job in the prompt for Select Job: at the top of the screen. Then click on Job in the shortcut list. Click on Edit Job to edit job information.

Select the job in the prompt for Select Job: at the top of the screen. Then click on Job in the shortcut list. Click on Edit Job to edit job information.

Select "Deleted" in the prompt for Job Status: in the right side of the screen. Then click OK. The program will ask if you are sure you want to permanently delete the job and all associated data. Click Yes.

Note: If you are using QuickBooks integration, the job will not be deleted in QuickBooks. In order to delete data from QuickBooks you must do that in QuickBooks. 

Type the customer's last name, and first name, separated by a comma. Then press [Tab] or [Enter]. If the customer exists, it will be retrieved and the customer mailing address will be displayed on the screen.

If the customer does not exist, the program will ask if you want to create it. Yes (or press [Enter]). This will take you to the customer entry form. See the Customer entry form topic for more information.

To edit the site address, click the Edit button.

Enter a brief description of the job. This appears in the job list at the top of the main window, and the "<<Job Description/Short>>" merge field is used to merge this text into customer documents (in the Merge Document setup form).

The General Tab contains prompts for general job information:

Click on the Edit button to the right to open the text editor window, which will allow you to enter any amount of text to define specific terms for this job.

The text that you enter here can be merged into customer documents (in the Merge Document setup form) by using the "<<Special Terms>>" merge field.

Click on the Edit button to the right to open the text editor window, which will allow you to enter any amount of text for a full description of this job.

The text that you enter here can be merged into customer documents (in the Merge Document setup form) by using the "<<Job Description/Full>>" merge field. 

Click on the Edit button to the right to open the text editor window, which will allow you to enter any amount of text for a legal description of the job site.

The text that you enter here can be merged into customer documents (in the Merge Document setup form) by using the "<<Site Legal Description>>" merge field. 

Select job type from the drop-down list. To create a new job type, enter the name and press [Enter], or click the Add button.

The job type is used as a means of grouping jobs for reporting purposes. This allows you to summarize job analysis reports by job type.

Select contract type from the drop-down list. This is a fixed list; you cannot add more contract types.

The contract type is used to determine whether invoices created by the Create Invoices form will use the estimated or the actual item costs.

• Fixed Sum contracts will invoice the estimated item amount (plus markups).
• Cost Plus, and Time and Materials contracts will invoice the actual item amounts (plus markups).

If the construction job is being financed by a bank loan, select an option to indicate whether the loan is for a fixed amount, or whether the loan amount is adjustable in case construction expenses vary from the original estimate.

The prompt for Loan Type is used to control aspects of program behavior for managing construction loans. See the "How Do I... Manage Construction Loans" topic for more information.

Enter or select the sales rep for this job.

You enter or edit sales reps in the Edit Employee form.

Enter or select the project manager for this job.

You enter or edit project managers in the Edit Employee form.

Enter or select the site foreman for this job.

You enter or edit site foremen in the Edit Employee form.

Select the merge documents to be uploaded to the customer's website, if you have set up the option to publish to customer websites.

Select a job status from the drop-down list.

Note: Select Deleted to permanently delete the job and all of its associated data.

Check this box to create this job in QuickBooks (if you are using QuickBooks Integration).

Note: The Job Status must also be set to "Contract Signed", or "Work Started" in order for job data to be merged to QuickBooks.

The Estimate Setup Tab contains prompts for information pertaining to the job estimate:

Enter the markup percent used as a default for the markup of item material costs.

You can set the material cost markup separately for each item. If you change the default material markup here, this will update the material markup of all items in the job with the same material markup, and leave others unchanged.

Note: Use the prompt for Markup Calculation Method in the Job Options setup form to determine whether the markup is calculated as a percent of the job cost ("markup"), or as a percent of the job price ("margin").

Enter the markup percent used as a default for the markup of item labor costs.

You can set the labor cost markup separately for each item. If you change the default labor markup here, this will update the labor markup of all items in the job with the same labor markup, and leave others unchanged.

Note: Use the prompt for Markup Calculation Method in the Job Options setup form to determine whether the markup is calculated as a percent of the job cost ("markup"), or as a percent of the job price ("margin").

Enter the markup percent used as a default for the markup of item equipment costs.

You can set the equipment cost markup separately for each item. If you change the default equipment markup here, this will update the equipment markup of all items in the job with the same equipment markup, and leave others unchanged.

Note: Use the prompt for Markup Calculation Method in the Job Options setup form to determine whether the markup is calculated as a percent of the job cost ("markup"), or as a percent of the job price ("margin").

Enter the markup percent used as a default for the markup of item subcontract costs.

You can set the subcontract cost markup separately for each item. If you change the default subcontract markup here, this will update the subcontract markup of all items in the job with the same subcontract markup, and leave others unchanged.

Note: Use the prompt for Markup Calculation Method in the Job Options setup form to determine whether the markup is calculated as a percent of the job cost ("markup"), or as a percent of the job price ("margin").

Enter the markup percent used as a default for the markup of item "other charge" costs.

You can set the "other charge" cost markup separately for each item. If you change the default "other charge" markup here, this will update the "other charge" markup of all items in the job with the same "other charge" markup, and leave others unchanged.

Note: Use the prompt for Markup Calculation Method in the Job Options setup form to determine whether the markup is calculated as a percent of the job cost ("markup"), or as a percent of the job price ("margin").

The Cost Sales Tax Percent is used to automatically calculate and add the sales tax that you must add to the estimated cost of job materials. This allows you to estimate job material costs before taxes, and have the program automatically add sales tax to the job estimate.

Cost Sales tax is calculated on material costs only.

The cost sales tax amount is added to estimated material costs, but it is also displayed separately at the bottom of the Job Listing report.

The Retail Sales Tax Percent is used to calculate the retail sales tax for job materials which are purchased wholesale (without sales tax), and resold to the customer.

Sales tax is calculated on the material cost of items. Sales tax is calculated after adding the materials markup.

When you enter a retail sales tax percent, the total retail sales tax amount is calculated and displayed at the bottom of the Job Listing report, and the program automatically adds a sales tax line item to customer invoices.

The Job General Markup Percent is used to add a markup to the job which is calculated after adding all job markups and sales tax. You can set a different Job General Markup Percent for each job.

The General Markup Name is used to describe the general markup. The general markup name is displayed  anywhere in the program where the general markup is calculated and displayed. 

The Show General Markup check box allows you to determine whether the General Markup will be displayed separately from job totals in customer documents such as contracts, invoices, or change orders.

Enter the percent of the job total required as a deposit to begin work on the job. When you enter a number in the deposit percent prompt, the program will calculate the deposit amount. The Deposit Percent defaults to what you enter in the prompt for Deposit Percent in the Job Options entry form.

Enter the date on which the deposit check was deposited into your bank account.

If you are using QuickBooks Integration, a transaction will be recorded in QuickBooks as a Sales Receipt with one line item for the deposit amount, and a check will be deposited to your QuickBooks payment receipts bank account.

Enter the check number of the deposit check.

If you are using QuickBooks Integration, this check number will appear in the reference field of the deposit transaction in your bank account register.

Check to show item prices in the job listings that are merged into customer documents.

Check to show job totals in the job listings that are merged into customer documents.

The Schedule Setup Tab contains prompts for setting up the job schedule:

Enter the number of phases in which this job will be scheduled. See How Do I... Schedule A Job In Phases? topic for information.

This prompt allows you to select the method that the program uses to calculate the number of days to schedule items in a job phase. There are two options:

• Concurrently; the program will schedule the scheduled work days for items in the same job phase concurrently, as though the work for all of the work items will be done at the same time.
• Sequentially; the program will calculate the scheduled work days for items in the same job phase sequentially, as though the work for all of the items would be done one at a time.

For example, if the job has 5 work items in the "Demolition" job phase, and each item is estimated to take 2 hours, if you select the option to Schedule Items Within Each Job Phase Concurrently, then the program will schedule all of the Demolition work items on the same day.

If you select the option to Schedule Items Within Each Job Phase Sequentially, then the program will add up all of the hours for the 5 items (10) and divide that by the number of work hours per day (entered in the Job Options form) to determine the number of days to schedule for all of the items in the Demolition job phase. If the number of work hours per day is 7, then the program would schedule 2 work days for each item in the Demolition job phase.

Enter the number of hours of work employees are able to complete each day on this job for scheduling purposes.  

When you estimate labor hours for a job item, Smart Contractor calculates the number of days to schedule for that item based on the estimated hours, the number of employees assigned to it, and the "Schedule Work Hours Per Day" that you enter here.

For example, if an employee's clocked hours are from 8:00 AM to 4:30 PM, with a half hour for lunch, that equals 8 hours of work time. But if the employee spends an hour of that time doing things other than completing scheduled work (such as driving to the job site, breaks, unproductive time, etc.), then you should enter less than 8 hours.

This number is used to calculate how many days to schedule for the item in the job schedule.

The Journal Tab contains a grid that allows you to enter job notes for each date:

Enter any notes. You can enter a separate note for each date.

The jounal note entry pad is a convenient way to maintain a record of all interactions with a customer, or any other notes regarding the details of a job. This can be very useful in situations where there is disagreement about what was said in various conversations over time.

Click Print Notes to print the customer contact notes.

The Links Tab contains a grid to allow you to store links to external documents that are associated with the current job.

The Links grid has the following columns:

Enter a description of the external document file.

Displays the path to the external document file.

Click the "..." button to browse for, open, or delete the link.

Important: Files must be located in a "network share folder" in order to be accessible from all computers on a network! Please consult your network administrator for assistance with setting up network share folders.

(Optional) Select a status to assign to this external document.

Enter any notes for this external document.

Check this box to indicate that this document should be made available on the customer's information website that is created by Smart Contractor. See the "Setup Website Publishing" topic for more information.

Check this box to indicate that this document should be made available on the Vendor/Sub's information website that is created by Smart Contractor. See the "Setup Website Publishing" topic for more information.