How do I properly track and manage changes to a running job without affecting the original estimate?Simply attach a 'change order' to an existing estimate, so there is no need to change the original or create a new one.
How can I track and manage job costs while creating an estimate and while the job progresses?While creating the estimate, you enter all parts and labor items so you can see exactly how much the job will cost you. During the job process, you can see the estimated cost as well as the actual cost.
My jobs are done in multiple phases. How can I properly handle the status of each phase? Where can I record the tasks done for each stage? What about billing -- how can I bill those stages based on percent completion?On the estimate, FieldOne allows you to set stages for the job and set how much is due when each stage is completed. You can then bill the customer even if the job is not 100% done; just enter the percent done, and FieldOne will calculate how much is due for billing!
Where can I easily get an overview of a current long-running job? I want to be able to check what has been done, how much was billed, how much money was retained, how much was paid and how much the job costs. Does FieldOne allow me to see all of that with one click?We make it easy for you. With one click, access the work order overview where you can see all information on this job: Job Amount, Amount Billed, Retainage Held, Amount Paid, Amount Due, Amount Unbilled, Estimated Cost, Actual Cost and the Net Profit.
I work on a lot of government jobs, so how do I properly handle retainage?Enter the Retainage percent on the work order, and FieldOne will automatically handle all the complexity for you.
Can I really see ANY transaction associated with a job (e.g. Estimate details, Change Orders, Retainage Held, Cost Details, Parts Used, Labor Performed, Invoices Sent, Invoices Open, Purchases, Problem Details, Repair Details) on a single screen without having to create reports and recalculate everything over and over again?With FieldOne’s Work Order feature, this is just a click away.
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