Group jobs into separate pieces of work using Job Sections...
Job sections, available on Jobs and Estimates, can be used as a way to group job postings together and subtotal them.
They can be used when a job has multiple tasks/sub-jobs required, for example, a Service and Brakes:
TABLE OF CONTENTS
- Group jobs into separate pieces of work using Job Sections...
- Add a Job Section to a Job
- Add Details / Postings to a Job Section
- Moving / Re-organising Job Sections on a Job or saving sections as a template
- Deleting Job Sections from a Job
Add a Job Section to a Job
To add a section click the + icon and select the Section option
Select or type a description (Job Description) and Save
The section will be added to the job.
Add Details / Postings to a Job Section
Use the + icon in each section to add job postings and images:
The presence of the Camera icon in a Job Section indicates there is already an image attached:
Read more on adding Images to Jobs/Estimates here: [webSAM] Adding Images to webSAM
There is no limit to the number of sections that can be added to a job.
Moving / Re-organising Job Sections on a Job or saving sections as a template
The up/down icon can be used to; Move sections, Change section details, and view section margins.
Deleting Job Sections from a Job
A section can be deleted by clicking on the heading of the job section, which will open the Job Section screen, where you can click the delete button. Any postings in the section will be automatically added to the main section (job description).
When adding order or time-clocking postings to a job there will be an option to select the section required.
When Job Templates are added to a job they automatically create a new section, read
more about using Job Templates here!
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