In this manual, we will be covering how to add jobs to customers and the processes that go into it. The more info you put into CLIPitc under the job field, the more info CLIPitc can give back in the way of reports. This info can be very useful in making your company more profitable. It will also give you more peace of mind knowing that the numbers are being tracked by CLIPitc.
In CLIPitc, before you can add jobs you must first follow the steps in the following manuals.
Once you've finished adding customers, properties, and pattern jobs, you may assign them to your customers and get to work.
Assigning Jobs To Customers
To add jobs to customers, double click the customer you need to add a job to.
Inside of the customer screen, select the Jobs tab.
Please note, if the jobs tab is not underlined you have not yet setup a property for this customer. To see how to do that, please see our Adding Customers Manual.
Now, click add so you can add a new job from job templates to this customer.
Now, you will need to pick from one of the job patterns you setup earlier. Simply highlight the pattern you want to add, and then click "select".
After selecting the job pattern, you can fill out the job's specific details that pertain to this customer such as property size or price.
The setup will start with assigning the crew that you want to be servicing the customer.
Routing Sequence
The next thing to do is to fill out the Routing Sequence. Routing sequence numbers in CLIPitc sets the order of how your customers will be serviced. The lower the number, the farther up the route sheet they will be placed. This number is really based on the customer's location. When assigning routing sequences numbers, think of your customers being visited on the same day by your crew.
For this example of routing sequences, we are just going to say this customer is closest to the shop. Therefore, I will give this job a routing sequence of 10 which places it closest to the shop.
Note: The reason I started with 10 and not 1 is that if I add any new customers I will want to have room to add them in. If I do not leave the room, I will have to renumber all of my customers routing numbers in order to make room for a new customer. It is always good to use increments of either 5 or 10 when assigning routing numbers.
Whether this customer is charged per service or is a contract customer, it is a good practice to have the “Charge per Job” filled out. If you do not have a charge per job amount, you will not be able to calculate your man hour rating.
Man Hour Rating
This is basically your dollars per hour goal for your company. This is the amount of money your company needs to make every hour so the company meets its financial goals. The Man Hour Rating comes from the Calc2 feature. The following steps show you how this feature works.
Click on the Calc2 button next tow Man Hour Rating.
Once clicked, it will open our Calc2 feature. It looks like this.
The Calc2 will automatically take the charge per job from the job detail, but you will need to enter your dollars per hour goal for the Calc2 feature to give you a budgeted man hour rating. If you agree with the budgeted man hour rate that the Calc2 generated, just click on replace in job.
If this service is part of a contract, these numbers will not be used to charge the customer. However, they will be used for pulling job costing reports.
Charge Per Hour
This amount does not need to be filled out unless you charge your customer per hour for this job.
Set Job Bill Type
Include In Contract will set this job to be a part of the contract you may have with this customer. If this bill type is selected, it will not charge the customer according to the Charge Per Job amount. For this job, you would be charging them through installments.
Charge Per Job will charge this customer the amount set up in the Charge Per Job Field.
Charge Per Hour + Material will be charging the customer by the hour which is the amount you would assign to the Charge Per Hour field. However, it will also charge them according to the amount of material used. If you have not setup materials, please see our Materials Manual. The amounts are assessed when you record the job. Please see Record Work for more info.
The tax type is critical if you plan on charging taxes for this service.
If you charge taxes in QuickBooks, be sure to check the box.
Materials Cost
Materials cost is the typical cost of materials used for this job. This is a number that your company will either already have a record of from history or an estimated cost that is associated with the size of the property.
Class
Class is an option used in QuickBooks for job tracking and must be imported from QuickBooks.
Note: For information on scheduling jobs, please see our manual on Scheduling Jobs.
That does it for Assigning Jobs to Customers. If you have any questions, please visit our Help Center or log into chat at the bottom of the page at CLIPitc.com. We'll be more than happy to answer any questions you may have!