Job card

In this article When you start a new project, you must create a job card with integrated job tasks and job planning lines, structured in two layers. The first layer consists of job tasks. You must create at least one job task per job because all posting refers to a job task. Having at least one job task in your job enables you to set up job planning lines and to post consumption to the job. The second layer consists of job planning lines, which specify the detailed use of resources, items and various general ledger expenses. The layer structure enables you to divide the job into smaller tasks, and therefore use more specific details in budgeting, quotes, and registration. In addition, it gives you insight into how a job is progressing. For example, you can track whether you're meeting designated milestones or if you're on target to meet budget expectations. Tip Choose the New Job action on the Project Manager Role Centre to launch an assisted setup guide that takes you through the steps of creating a job with integrated tasks and planning lines. The following procedure describes how to perform the steps manually. For an example of how to create a job manually, see Sometimes the party that is receiving a service is different from the party that is paying the bill. On the Jobs page, you can specify the customer who will benefit from the project in the Sell-to fields, and the party to invoice in the Bill-to fields. You can also provide the following information: • Where the w...

In addition to a description of job procedures, a job card may also contain time estimates, a schedule of resource allocation and a method for tracking job progess. Though job procedures can often be found in training manuals, many of these manuals are cumbersome, requiring sifting through large amounts of material before finding the information needed. Job cards can save time and are a cost effective way of instructing someone on how to complete a task.

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• • • • • The field service and maintenance industry is a fast-paced, competitive environment, where business owners all understand the importance of improving business processes and productivity. Using job sheets can be a great way to achieve both, and with our To get started, download one of our free job sheet templates below, or Free Downloadable Job Sheet Templates What is a Job Sheet? A job sheet is a form that provides field service engineers with all the relevant information needed to complete the job at hand, and a paper location to document when the work has been completed. As such, the duty is for management and the back office to ensure that a job sheet contains the correct information, while the engineer has the responsibility of returning the completed form. What Should a Job Sheet Template Include? Job sheet templates (or job card templates) can vary greatly by industry, but they will often share a similar, overall format. Popular fields include: • Customer details: This includes a customer’s site address, telephone, email, VAT number and company number. • Job details: This can include a job number, category and order number. Job logs and completion dates can also be added. • Costing and materials used: This includes the names of parts and the quantities used during a job. • Site visit details: This section can include engineer timesheet entries such as labour and travel times. • Additional notes: You can add notes on completed tasks, additional work requirem...