The Job Schedule window shows what tasks need to
be complete, when and by whom, in order to get the
job done. A job’s schedule helps make your
shop more productive. As jobs are completed, you’ll
can generate management reports for a complete analysis
of your shop’s productivity.
Like estimates, schedules are not created independently
of jobs. Instead -- like estimates -- schedules
are based on a job’s tasks. Every task on
a job ticket can have multiple due dates, start dates, and resources who are
responsible for doing the work, and specifications that describe what to do.
Anyone who needs to know can see their work to do today, this week, next week
-- or for any period of time.
A job ticket can have any combination of job tasks.
The tasks you choose are completely customizable
to accommodate any kind of job. To better distinguish
a job task, it can be classified by its purpose:
Estimate/billing only, scheduling only, or both
estimate/billing and scheduling.
Scheduling jobs is completely flexible. You can schedule job tasks
when a new job is opened, then print a job schedule to attach to
the client’s estimate.
Or, schedule tasks after the job is approved. Updating job schedules is simple,
so it’s easy to keep up with postponed deadlines as they happen. Printing
work-to-do reports always uses the current job schedules, so you’ll always
have accurate, timely information.
A job can be scheduled anytime. However, scheduling
a job when it is first opened ensures that the work-to-do
reports are accurate and complete. Sometimes a rough
schedule works well enough to start a job. Task
due dates can be fine-tuned as the schedule is refined
over time.
This tutorial video shows how a job is scheduled in C&P ASAP.
To schedule job tasks
1 From the Job Ticket window, find the job you wish to schedule.
2 Click the Schedule
link.
The Job Schedule window opens, listing the job’s
scheduling tasks. These tasks appear, sorted by
task code.
 If
a task isn’t appearing, make sure it isn’t marked as
an estimate/billing task only.
3 Enter the task’s due date and time.
The due date can be entered as any day of the week,
including Saturdays, Sundays, and holidays.
4 Enter the task’s resource, estimated
hours, and lead time.
The resource is the person, place, or thing responsible for completing the
task. It can be a staff member, a vendor, or a freelance employee. Lookup lists
can be used to find a staff member or vendor. The resource is not limited to
existing staffers or vendors, so anything or anyone can be entered. The lead
time should be entered as the number of days needed to complete this task.
5 Enter the task’s start date, then
press Tab.
The start date is calculated based
on the task’s due date and lead time, but
can be changed.
6 Repeat these steps for the other job tasks, then click
Save.
Tasks
do not get a finished date until they are complete and no longer
need to appear on Work To Do reports.
To print a job schedule
A job schedule can be printed from
the Job Schedule window by clicking the Print button.
The printed schedule will list the job’s tasks
by due date. It will reflect the changes you’ve
made to the schedule but haven’t yet saved.
If these changes aren’t saved, the job’s
previous due dates will appear on the printed schedule
the next time it is printed.
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