Entering job phases
Note: Job phases, in contrast to bid items, affect estimates and some billing items and follow through the entire job.
To use Phases, you must begin with Phase 1 or higher.Phase 0-None is a place holder if you are not using Phases.
To enter job phases:
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Open 3-5 Jobs (Accounts Receivable), and then select the job.
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From the Options menu, select Job Phases.
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On the Job Phases window, in the Phase# column, enter the phase number.
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In the Description column, enter a brief statement about the phase.
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In the Billing Amount column, enter the amount that you want to bill per phase when creating invoices by phase.
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In the Retention column, enter the retention rate for the phase.
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- In the Model column, enter the model.
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Do any of the following, as required:
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In the Unit column, enter the unit of measurement.
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In the Quantity column, enter the measurement.
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Repeat steps 5 and 6 for each phase.
Repeat step 6 for each phase only as required.
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Click > .
Tip: Instead of setting a retention rate for the entire job, you can set a separate retention rate for each phase.