Smart Contractor Main Window
The Smart Contractor main window consists of information displayed in the white area in the center of the screen - the "Dashboard", and the various objects in the arear surrounding that.
| Area Surrounding The Dashboard |
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The area surrounging the "Dashboard" has the following features:
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| Select Job: |
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Select a job to work with, or click on "(Add New)" to add a new job. This will display the Job entry form. All Smart Contractor functions apply to the job currently selected in the prompt at the top of the screen. |
| Add Job button |
| Click Add Job to add a new job. This will display the Edit Job form. |
| Search button |
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Click Search to set criteria to specify which jobs appear in the list. The Search button only appears after you have entered at least 10 jobs. Clicking on the search button will display the Job Search form. |
| Help button |
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Click the Help button (at the top of the screen, or in the shortcut menu) at any time to get help using Smart Contractor. The Help button displays three options:
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| The Dashboard |
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The Smart Contractor Dashboard displays the following information at the top... |
| Items To Order By mm/dd, For All Jobs: |
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Displays the number of items that must be ordered within the next week, for all jobs. Click on the number displayed to open the Materials Ordering Schedule form where you can view or print the materials ordering schedule. |
| Current Job: |
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Displays the customer name, address, and brief description of the current job selected in the Select Job: prompt above. Click on the customer name and address link to open the Edit Job form where you can edit the customer information. |
| Job Status: |
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Displays the status of the job currently selected, and the status of this job's QuickBooks integration. Click on the status to open the Edit Job form where you can edit the job status. Click on the QuickBooks integration status to open the Edit Job form where you can check the option to Create This Job In QuickBooks. Note: The Job Status must also be set to "Contract Signed", or "Work Started" in order for QuickBooks data integration to occur for this job. |
Below this, the Dashboard is divided into three areas...
| Accounting |
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The Accounting area displays the following accounting related information about the job currently selected in the Select Job: prompt above: |
| Current Estimate: |
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Displays the current total job estimate (with markups), including change orders. Click on the estimate amount to open the Edit Estimate form where you can edit the job estimate. |
| Deposit: |
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Displays the job deposit amount entered for the job. Click on the estimate amount to open Edit Job form where you can enter or edit the job deposit amount. |
| Change Orders: |
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Displays the total change orders entered for the job. Click on the change orders amount to view or print the Change Order listing report. |
| Costs To Date: |
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Displays the actual cost of work completed so far - including markups. If the job Contract Type is set to "Cost Plus", or "Time and Materials" (in the Edit Job form), then the amount displayed is the sum of the actual costs entered so far. If the job Contract Type is set to "Fixed Sum", then the amount displayed is the sum of the estimated costs of completed items. Items are "completed" when their status is set to "Completed" in the Job Progress form, or when purchase transactions are entered for them in the Enter Purchases form, and/or labor hours are entered in the Enter Labor Hours form. When you click the actual amount link, the program will do one of two things depending on whether you are using QuickBooks Integration: If you are using QuickBooks Integration, the program will display a menu to allow you enter purchases or labor hours. - OR - If you are not using QuickBooks integration, the program will open the Job Progress form, where you can enter actual job costs. (You can't enter actual job costs in the Job Progress form if you are using QuickBooks Integration. |
| Total Invoiced: |
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Displays the total amount invoiced (draw requested) for the job. Click on the invoiced amount to open the Create Invoices form. |
| Payments Received: |
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Displays the total amount of payments received for the job. Click on the payment amount to open the Payment Entry form. |
| Amount Due |
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Displays the difference between the Total Invoiced and the Payments Received. This is the amount due on outstanding invoices (or draw requests). Click on the amount due to display the Job Financial Summary Report. |
| Payment Balance: |
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Displays the job payment balance, which is difference between the Job Total (displayed above) minus the deposit and any payments received. This is the amount remaining to be paid for the job. Click on the payment balance amount to display the Job Recap Report.
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| Schedule |
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The Schedule area displays the following schedule related information about the job currently selected in the Select Job: prompt above: |
| Job Start Date: |
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Displays the job start date that you enter in the Edit Job form, or in the Schedule Setup Form. Click on the job start date to open the Schedule Setup Form. |
| Scheduled Completion: |
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Displays the date on which work on the job is scheduled to be completed. Click on the scheduled completion date to open the Edit Schedule form. |
| Schedule Days: |
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Displays the total number of days scheduled for work. Click on the schedule days to open the Edit Schedule form. |
| Days Remaining: |
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Displays the number of scheduled days work remaining. Click on the days remaining to open the Edit Schedule form. |
| Production |
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The Production area displays the following production related information about the job currently selected in the Select Job: prompt above: |
| Items To Order: |
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Displays the number of items that must be ordered within the next week, for the current job. Click on the number displayed to open the Materials Ordering Schedule form where you can view or print the materials ordering schedule. |
| Purchase Orders: |
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Displays the number of purchase orders entered for this job. Click on the number of purchase orders to open the Create Purchase Order form. |
| Work Orders: |
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Displays the number of "work item days" assigned to schedule resources in the job. A "work item day" is a day on which a job item is assigned to a schedule resource. If 1 resource is assigned to a job item that is scheduled for 5 days, that counts as 5 "work item days". If 2 resources are assigned to that item, that counts as 10 "work item days". Schedule resources can be assigned to job items in the Edit Schedule form (by right clicking on the schedule), or in the prompt for Resources in the Edit Estimate form. Click on the number of items to open the Print Work Order form. |
| QuickBooks Interface: |
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Displays the status of the QuickBooks Integration. Click on the QuickBooks integration status to open the QuickBooks Integration Setup form. |
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