Pattern Jobs in CLIPitc are basically templates of the services your company provides. These templates, once added to a customer, can be tailored to each customer accordingly i.e. differences in lot size, charge per job, and so on.
The detail of a pattern job should be very basic. It needs to be specific enough to distinguish it from other jobs, but basic enough that it can be applied to any customer in your customer list who would want the service. The goal is for you to be able to setup the pattern in such a way that it saves you time when adding jobs to customers. Set up as much as you can here so that when you add it to the customer you will have minimal setup to do.
Creating Pattern Jobs
To setup pattern jobs, go to the Patterns tab, then select Pattern Jobs.
Click the "Add" button. This will now bring you to the job detail screen where you will be able to fill in the details of this service.
Fill in the "Job Description". This will be the job title. You do not need to give it a job number. CLIPitc will assign the next available job number automatically.
The "Job Category" and "Job Sub-Category" are fields that are not required but are useful for when you want to pull reports.
Job Category: Will place a job within a more generic category. For example, if you have a job description named "Mow and Trim All," you may want to place this under "Lawn Service". This is really useful if you use reports in CLIP. It will enhance your ability to pull info for a certain group of jobs. Again it is not required, but can be helpful down the road.
Job Sub-Category: Like the "Job Category", "Job Sub-Category" will help categorize each pattern job created. "Job Sub-Category" will make a pattern job fall under a more specific category while "Job Category" will place it under a generic category.
Example: You have a job called "Bush Trimming". You may want to set the "Job Category" as Landscaping and then set your "Job Sub-Category" as Shrub Services. This way, whenever you want to pull reports, you can pull info for this specific service without having to spend a lot of time hunting it down yourself.
To setup Job Categories, follow these simple steps
Click on the Customize tab at the top, then select Job Category or Job Sub-Category and simply click Add and give the category a title. You can create as many categories as you like.
Ok, let's return to the job setup screen. Next thing you will want to do is specify which crew will be performing this service.
You may have several crews that perform this service. If so, you can specify which crew on a customer by customer basis. Or, if you like, you can just leave the crew number blank and assign the job a crew after if has been added to a customer.
If you do not have crews set up in CLIPitc, click here:
Routing Sequence and Map Location is not relevant to a pattern job. This will be filled out on the customer's screen.
Before you add a QuickBook item or Class, you must first import them from your QuickBooks. Take a look at our Syncing with QuickBooks Online or Syncing with Quickbooks Desktop manuals for more information.
Once you have them imported, click on the Item drop down and then you will see your items there to select from.
If your company uses Class, go ahead and select one now.
Charge per Job and Man Hour Rating should not be filled out in the pattern job screen. These are to be filled out on the customer screen.
Bill Type does not need to be filled out in the pattern job unless you have a preferred method of payment for this type of job.
Job Area should also be left blank. This will be filled out on the customer's screen as well.
Go ahead and fill out the Tax Type. The tax that I have setup is for labor. But you can add any tax rate that you need, depending on the service, by clicking on the Tax Type drop down and clicking add New.
You are now ready to use this pattern to add jobs to your customers!