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Product Ideas

Jobs: Default job setup template

Cover User

2Posts

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2 Posts
Cover User
New Zealand

I am currently setting up AccountRight Premier for a construction company. Job tracking is very important! We have decided to use header jobs for each new job. We will then attach 8 to 9 detail jobs to each header job, each tracking a different cost - i.e. materials, hire, wages, contractors, etc. These 8 to 9 detail jobs will be the same for every new header job.

 

It would be more efficient and user friendly if we have the ability to use and load a template of these detail jobs rather than having to create them individually each time.

 

Thanks!

 

"Job Details Template"

Current Status: Open
Last Changed: December 2014

Thanks for your great suggestion. Anyone who would like to be able to create job templates to ease in the creation of jobs, please cast your vote here.

1 Comment
Liam_M
3,488 Posts
Former Staff

Thanks for your great suggestion. Anyone who would like to be able to create job templates to ease in the creation of jobs, please cast your vote here.