To print the Job Recap report, click on Reports in the shortcut menu, then click on Job Status Reports, then click on Job Recap.
The Job Recap report can also be merged into customer documents by using the "<<Job Recap>>" merge field in the Merge Document Setup form.
The Job Recap report lists the following information for the current job:
| Original Estimate |
| Description column shows the Job Start Date (entered in the Edit Job form). |
| Deposit Received |
| Description column shows Contract Date (entered in the Edit Job form). |
| Allowance Variances |
|
Lists the amounts by which actual cost of allowance items varied from the allowance amounts, grouped by Job Phase. Note: Allowance amounts are reported without adding item or job markups (because that is the amount that the customer is allowed). |
| Change Orders |
| Lists change order amounts by change order. |
| Cost Adjustment |
|
The Cost Adjustment section only appears in jobs with the contract type set (in the Edit Job form) to "Cost Plus", or "Time and Materials". The Cost Adjustment is the amount by which the actual job cost differs from the estimate, other than for allowance variances and change orders. |
| Draw Requests |
| Lists draw requests (invoices). Invoices are entered in the Invoice entry form. |
| Deposit Applied |
| Lists deposit applies entered in the Invoice entry form. |
| Payments Received |
| Lists payments received. Payments are entered in the Payment entry form. |
| Job Summary section |
|
Restates and totals amounts listed above. The Job Total is the sum of the Original Estimate, plus Allowance Variances, plus Change Orders, plus Cost Adjustments. The Payments Due is the amount that has been invoiced to the customer, but has not been received. The Contract Balance is the Job Total minus the Deposit Received and Payments Received. The Work Balance is the Job Total minus Draw Requests (amount invoiced). |
The Job Recap request form has the following prompts:
| View button |
| Click View to view a print image of the report. This will display the report in the report viewer form. |
| Print button |
| Click Print to print the report. |
| Exit button |
| Click Exit to close the form. |