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Jobs

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Jobs

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Visible fields on Jobs List

Client:
Site:
Contact:
Job Name:
Job #:
Last Order #:
Job Category:
Workflow Status:
Due Date:
Next Appointment Date:
Accounting Group:
Client Reference:
Total Time

Orders

Order #s available:

Invoices

Invoice #s available:

Quotes

Quote #s available:

Appointments

Help
Customise the data displayed in the appointment list, for example, removing surplus items or changing the order. If not customised, the appointment list shows the data specified in SmartTrade Essential (Preferences/Employee Schedule).
- To add a new item, place the cursor where the item is to appear and then press the appropriate button.
- To delete an item, place the cursor at the end of the text and use the <Backspace> key.
- To move an item either copy and paste the text, or delete the item and add it to a new position.
- To start an item on a new line, place the cursor in front of the data and press the <Enter> key.

Select and organise data to display Reset

Job # Job name Job status

Client name Client work phone Client mobile

Site ID Site address Site work phone Site mobile

Job contact name Contact work phone Contact mobile

Timesheets

Help
Entry Type
Select how you would like to capture time on new timesheets.
- Start/End or Duration: Will let you enter either a start and end time OR duration. If a duration is entered it will calculate the start and end time based on the previous end time and the interval.
- By Duration: Will only let you enter a number of hours/minutes.
- By Start/End Time: Will calculate the duration but not let you enter the duration directly.
Calculation
This decides whether the Duration or the End time determines the final calculation of End Time or Duration.
- End = Start + Duration: If a timesheet is created and the duration is calculated and then the Start Time is changed, the End Time will be changed based on the Start Time plus the Duration.
- Duration = End - Start: If a timesheet is created and the duration is calculated and then either the Start or the End Time is changed, the Duration will be re-calculated based on the difference between the Start and End Times.
Interval
This determines the adjustor buttons on timesheet entry page, e.g. if you select “Six minute units”, the adjustor buttons in Timesheet Entry page will be -6m and +6m.

Default Duration
This determines what duration will be used on new timesheets added. Choose a number of hours from 00:00 to 23:59.

Default Start
This determines the start time of the first timesheet of every day, e.g. 07:00.

Entry Type:
Calculation:
Default interval:
Default Duration:
Default Start:

SmartForms

Enable Autosave:

General

Time Format:
Input Format:
Enable Autosync:

Support and tools

Mobile App Version:
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Currently you have errors logged.
The following options may help resolve problems.

Check Un-synced Data
Clear Local Database
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Job Card

Job
Card Client
/Site Costing Quotes Job
Sheet Invoices Notes Job
Appointments Orders Signatures Pictures Custom Forms

Job Name:
Category:
Status:
Priority:

Opened:
Due Date:
Next Appt:

Accounting Group:
Job List 1:
Job List 2:
Estimated hours:
Person Responsible:

Reference:
- Client notes ()

- Site notes ()

Reference:
- Occupant notes ()

Total inc

Total exc

Cost exc

GP%

Hide costs

Total inc

Total exc

Cost exc

GP%

Hide costs

Total Forms:

Add Job

Job Card Client/Site Custom

- Charge Up
- Invalid
- Quote
Job Name:
Category:
Status:
Priority:

Opened:
Due Date:

Accounting Group:
Job List 1:
Job List 2:
Estimated hours:
Person Responsible:

Client:
Reference:
Contact:

Site:
Contact:

Find MyData Item

Category:
Supplier:
Search:

Product Description

Code

Add Line Item

Category:
Code:
Supplier:
Quantity:
Unit:
Cost Type
Unit Cost: $
Unit Trade: $
Gross Unit Sell: $
Discount (%):
Unit Sell: $
Fixed Sell Price:
Invoice Item Code:
Order Item Code:

Total exc :

Total inc :

Gross Profit (%):

Add Heading

Heading:

Total exc :

Total inc :

Job:

Invoice #: <<Generated>>
Prefix:
Suffix:

Invoiced to:
Type:
Status:

Total exc :

:

Total inc :

Invoiced:
Due:

Header:
Footer:

Sign invoice for job:

- Signature note:

Preview invoice

Invoice # Job #
Date Your ref
To Due
Line items
Total exc :

:

Total inc :

Suppliers

Details Branches

Supplier:
Email:

Street / #:
Suburb:
Town / City:
State:
Postcode:

Work:
Mobile:
Website:

Details

Branch:

Street / #:
Suburb:
Town / City:
State:
Postcode:

Work:
Mobile:
Website:

Actions

Email
Preview

Preview order

Order #: Job #:
Date: Status:
Supplier: Required:
Branch:
Line items
Total exc :

Add Note

Date:
Subject:
Include note on Invoice

Add job appointment

Start:
End:

Appointments

Calendar

Today

Add Appointment

Subject:
Start:
End:

Timesheet List

Timesheet(s) are not sent to Office.
Timesheet(s) that are currently shown in red are not sent back to Office, because they are clashing with existing timesheet(s).

Please consider the following alternative solutions:
- Delete or edit the clashing Timesheet(s) in Office, then edit the Mobile Timesheet(s), e.g. input a space in the Note field, then save, then send them again to Office.
- Open Mobile Timesheet(s), then change their dates and/or times, then send them again to Office.
- If the error(s) are not about clashing Timesheet(s), please call SmartTrade Support on 0800 327943 (NZ) or 1800 350495 (AUS).

Date Unsent Total

Select job

job(s) are not shown because of the current filter

Timesheet Entry

Timesheet is not sent to Office.
Timesheet is not sent back to Office,

Please consider the following alternative solutions:
- Delete or edit the clashing Timesheet(s) in Office, then edit this Mobile Timesheet, e.g. input a space in the Note field, then save, then send it again to Office.
- Change this Mobile Timesheet's dates and/or times, then send it again to Office.
- If the error is not about clashing Timesheet(s), please call SmartTrade Support on 0800 327943 (NZ) or 1800 350495 (AUS).

Activity:

Activity:
Chargeable:
Labour Rate:

Date:
Start: NOW
End: NOW
Duration:
-15 +15 +1hr -1hr

max 254 chars; used so far

Post to Job Sheet

Orders ()

Sign Off Job To Date

Date:
Contact:
Name:

Date:
Signed by:

Description:

SmartForm

Form Pictures

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Completed Forms ()

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SmartForm

Form Pictures

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Add

Job
Note
Site

Actions

Keep client on device

Open

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Details Contacts Sites Notes Profile

- Company
- Person
Client:
Title:
First Name:
Last Name:
Email:
Work:
- ext:
Mobile:
-
Website:

Street Address

Street / #:
Suburb:
Town / City:
State:
Postcode:

Postal Address Copy Street Address to Postal Address

Street / #:
Suburb:
Town / City:
State:
Postcode:

Keep client on device:

Details Contacts Notes Profile

Site ID:

Street / #:
Suburb:
Town / City:
State:
Postcode:

Work:
- ext:
Mobile:
-
Website:

Reassign Job

Job Name:
Category:
Status:
Priority:

Assign others and/or unassign yourself from the Job using the list below.

Job:

Quote #: <<Generated>>
Prefix:
Suffix:

Quoted to:
Description:
Status:
Category:

Total exc :

:

Total inc :

Quoted:
Follow-up:
Expiry:

Header:
Footer:

Accept quote for job:

Accepted via:

- Quote # dated accepted on behalf of
- by:

Preview quote

Quote # Job #
Date Your ref
To Expires
Line items
Total exc :

:

Total inc :

Jobs

Orders

Invoices

Quotes

Appointments

Help

Timesheets

Help

SmartForms

General

Invoice has been exported

Line items

Results

Line items

Calendar

Timesheet(s) are not sent to Office.

Timesheet is not sent to Office.

Offline

Results

Offline

Adding/updating contacts

Adding/updating contacts

Line items