Job Management

Add a New Job Field Descriptions

Job Detail Information

Job Name: Unique name for this job

Start Date: Date that the job is scheduled to begin

Template: Name of the plan or template used by the builder for this job

Promised End Date: This is the date promised to the customer that the job will be completed.

Elevation: This is the differences in appearance of a house by plan

Selection Sheet Received Date: The date you received the selection sheet from the buyer

Swing: Designates which side of the house the garage is on

Release Date: The date the property was released for construction

Budget: Dollar amount budgeted for this job

Contract Date: The date the building contract was signed

Sales Price: Dollar amount to be paid by the customer

Financing Expire Date: The date the lender financing guarantee expires

Saturday/Sunday Workday: If either of these boxes are selected, they are used when generating the project schedule and calculating an end date

House Type: Use this field to view or enter house types

  • Sold

  • Canceled

  • Model

  • Pending

  • Spec

  • Transferred

  • Closed

Purchaser Name: Person buying the job once it is completed

EPO Email: Email address of the person responsibility for any EPOs

EPO Authority Amount:  Shows the dollar amount of approval authority for the organization

Warning:  This determines whether the user gets a warning when going over the limit of an EPO. If checked, the user only gets a warning and the EPO is sent to the vendor without approval.

Locked:  If Locked is selected, it will not allow the EPO to be sent to the vendor without approval.

MPO Authority Amount:  Shows the dollar amount of approval authority for the organization for a Measurement PO.

MPO Authority Percent:  Shows the percentage of approval allowed for an MPO

Primary Contact:   User information from the User Profile page

Job Location

Address: Street address for the job

Address2: 2nd line for street address for the job

City: City where the job is located

State: State where the job is located

Zip: ZIP code for the job

Legal Information

Subdivision:  Subdivision name where the job is located

Lot: Unique designation for the lot within the subdivision where the job is located

Block: Unique designation for the block (street) within the subdivision where the job is located

Legal Desc 3 and 4: Optional fields that indicate further where the job is located

Lot Ownership

Lot Owned by Builder:  This should be checked if the lot for the job is owned by the builder and not the purchaser.

Lot Owned by Purchaser:  This should be checked if the lot for the job is owned by the purchaser and not the builder.

Lot Owned by Other Party:   This should be checked if the lot for the job is owned by someone other than the purchaser or the builder.

Owner Name:  Owner of the lot where the job is located

Owner Address/City/State/ZIP/Phone:  Address information for the owner of the lot

 

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