THE JOB FORM

The SRVAlync Jobs/Tasks form allows you to enter, edit, search and retrieve information relative to all of your work. In addition, all financial information (invoicing, expenses) is contained on this form. 

A “Job” may be considered the “location” of the work. The work we call a “Task”. NOTE: There may be many “Tasks” associated with a given “Job” (or location). This allows you to instantly find all work you have ever done at a specific location.

The illustration is just one of the different form “sets” available for various parts of the country. You would use the set that contains data fields reflecting your organization’s real property practices.  In addition, forms may be modified to suit your specific requirements. (See Customizing.)

Extensive information may be entered for each Job and Task.  Click on the blue titles in the form illustration below for more detailed information.

Jobs

The “Jobs” section may be considered the location description. A wide variety of data may be entered. Different “sets” of forms with different data information fields are available depending on requirements in your state and within your organization. Searching for locations in your database is very powerful. (See the Searching page for details.) You may llocate any “Job” with virtually any information no matter how general. Examples of data fields from one set are:

Job number (automatic if you desire--see the Customizing page for details) Job name or brief description Client order number State, county, township, city Subdivision, lots, block, section Town/Range Book/page Address Legal description Flood Job document data Extensive notes

Retrieving a Job also retrieves all “Task” or work detail that has been done at that location so you have a complete reference and history of the location.

Tasks

The “Tasks” section carries the detail of the work done at the “Job” location. As with the “Jobs” section, numerous data fields give you the capability of entering a diversity of data about the work.

Task number (automatic if you desire--see the Customizing page for details) Task Type (you customize the type list to your organization--see the Customizing page for details) Mortgagor, loan #, Realtor, seller, title company Extensive note section Deliver to information Ordered by and bill to Date due Certify to information Task status date, status (from your custom list), general status notes (check out our optional Work Order barcode tracking system on the Options page) Quote information (if one is given). See the Options page for details on a comprehensive quoting module. Financial summary of costs, invoiced amount, balance due and % cost vs quote if applicable

As with all other data within SRVAlync, you may locate any particular Task or series of Tasks quickly and easily using the most general (or specific) information. See the Searching page for details.

Invoices

All invoice entry and information is conveniently contained within the Jobs/Tasks form. Multiple invoices may be generated per task (for example, as in progress billing).

A “helper” form is available to allow quick entry of information for any invoice if you desire to detail invoice transactions (e.g., by employee, skill and/or crew).

Invoice information shown on the form includes:

All information is right at your fingertips with no need to search or go to different forms.

Invoices may be checked to print in a batch or individually. You might be interested in the optional “auto invoice” feature for invoicing those tasks for which you charge a fixed amount. See the Options page for details.

Payments

Payments may be distributed over multiple invoices easily using the Payments helper form:

All payment data is available for viewing from the Jobs/Tasks form. (You might consider our optional Invoice/Statement barcode system for virtually automatic entry of payments. See the Options page for further details.)

Expenses

Expenses may be entered as your organization requires. You set up your custom lists of employees, crews, activities, etc. See the Customizing page for further details. A “helper” form is available for rapid entry of expenses (e.g., time sheets):

The Jobs/Tasks form lists all expense transactions plus totals of the cost and “charge-outs” so you may instantly track your costs and potential billings

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