To open the Job Phase entry form, click Setup in the shortcut or drop-down menu, then click Lists, then click Job Phases.
The Job Phase form allows you to create Job Phases. Job Phases are assigned to job items in the Estimate Entry form. Job Phases are used to group job items for a number of purposes such as scheduling and cost analysis reporting.
Examples of Job Phases are:
Smart Contractor comes with many Job Phases pre-defined. You can use the pre-defined Job Phases, or create new ones.
See the CSI Divisions vs Job Phases topic for a discussion of Job Phases, and how they compare to CSI Divisions.
Aside from the standard prompts available on all forms, the Job Phase entry form has the following prompts:
| Job Phase: |
| Enter the name of the Job Phase. |
| Short Name: |
| Enter an abbreviated name for the Job Phase. This is used in places where there is not enough room for the full name, such as report column headings. |
| CSI Division: |
| Select the CSI Division that items of this type belong to. You can add or edit CSI Divisions in the CSI Division form. |
| Allowance Item: |
|
Check this prompt to set the default for the Allowance: prompt in the Edit Job Estimate form. Allowance Items appear in the Allowance Schedule. |
| Typical Resource(s): |
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The prompt for Typical Resources allows you to select Resources that will be automatically scheduled for items of this type when a job estimate is created, or when items are added to an estimate. If a typical resource is a vendor or a subcontractor, then that vendor/sub will also be automatically selected for items as they are added to a job estimate. For example, if you select the subcontractor "Acme Plumbing" for Job Phase "Plumbing/Rough", then when you create a job estimate that has Plumbing/Rough items in it, those items will automatically have the "Acme Plumbing" subcontractor assigned as the resource to be scheduled for those items, and those items will automatically have "Acme Plumbing" selected as the vendor/sub. You can change the resources that are scheduled for an item by selecting them in the prompt for Resource: in the Edit Job Estimate form, or in the prompt for Resource: in the Item Resource form that appears when you right click in the Edit Schedule form. You can change the vendor/sub for an item in the prompt for Vendor/Sub: in the Edit Job Estimate form. Click on the Add button to the right of the prompt for Typical Resources to add or edit the resources available in this list. Clicking on the Add button will display the Resource entry form. Note: Vendors, subcontractors, and employees are automatically added to the list of resources as they are entered. So, the list of resources can include vendors, subcontractors, and employees, as well as equipment, and work crews. See the How Do I... Use Typical Resources? topic for more information on typical resources. See the How Do I... Use CPM Scheduling? topic for more information on scheduling. |
| Map To QB Item: |
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This prompt is only visible if you have set up Smart Contractor to integrate with QuickBooks with the Use QuickBooks Item List checked in the QuickBooks Integration Setup form. Select a QuickBooks Item to "map" the Job Phase to. When data in Smart Contractor is merged into QuickBooks, all activity and transactions for the Job Phase will be assigned to the QuickBooks Item that you select here. |
Notes on QuickBooks Integration
When you set up Smart Contractor to integrate with QuickBooks (in the QuickBooks Integration Setup form), you can select an option to either Use Smart Contractors Job Phases, or Use QuickBooks Item List.
If you select the option to Use Smart Contractors Job Phases, Smart Contractor creates an Item in QuickBooks for each Job Phase in Smart Contractor. When data in Smart Contractor is merged into QuickBooks, all activity and transactions for the Job Phase will be assigned to the QuickBooks Item that Smart Contractor created for the Job Phase.
If you select the option to Use QuickBooks Item List, you will be required to map Smart Contractor Job Phases to Items in QuickBooks. When data in Smart Contractor is merged into QuickBooks, all activity and transactions for the Job Phase will be assigned to the QuickBooks Item that the Job Phase is mapped to.
See the QuickBooks Integration Setup form topic for more information.