The Jobs screen follows one job from bid to completion: what it needs, what it cost, what was invoiced, and what was left.
This is Omnyra's own job record, distinct from the jobs that arrive from a connected field service system. Use it when you want costing on work your other systems do not carry — or when you do not have another system.
Creating one
- Pick the customer, or create one.
- Name the job — "Kitchen remodel", "HVAC install", "Roof repair".
- Give the address and the trade: HVAC, electrical, plumbing, roofing, general, landscaping, painting or flooring.
- Describe the work, which is optional and worth doing.
The description does real work
Where you describe the job, the description is read and turned into a materials list — items, quantities and units, grouped by category.
Write it the way you would explain the job to a supplier rather than to a customer. Dimensions, quantities, system sizes, and anything that determines what has to be bought. "Replace 3-ton system, 40 feet of line set, new pad and disconnect" produces a usable list; "AC replacement" does not.
Treat the result as a starting list to check, not a bill of materials to order from. It is faster than starting from nothing and it does not know what is already on your van.
Tracking the money
A job carries three things and derives the fourth:
Invoices — what you billed and what has been paid.
Expenses — what the job cost, entered against the job with a vendor and amount.
Products — the items on it.
From those: total invoiced, total paid, total expenses, gross profit, and margin.
The habit that makes this work is entering expenses against the job rather than against the month. Same data entry either way; the difference is whether you can answer which work was profitable.
Pushing to your accounting software
A job and its invoices can be sent to QuickBooks, so the record exists in your books rather than only here.
Job costing versus quoting
Two different moments.
The pricing calculator is before the work: build a quote, set the margin, send it.
Tracking the job is during and after: what it actually cost, and whether the quote held.
The gap between the two is the most useful number in a service business, and it only exists if both halves get recorded. See job margin.