TERMINOLOGY

Integrator

• Person responsible for the set-up and training of your Jobman software.

Contacts

• Suppliers, builders, repeat customers or one-off customers. Jobman refers to them as contacts. These are the building blocks for Leads, Jobs, Purchase Orders and all related billing, product discounting and many other types of contact information.

Specs

• Abbreviated form of Specifications. This is a commonly referred to term and a customisable editable online feature where the details for future or existing jobs can be stipulated.

Lead

• This defines the ‘sales process’ in Jobman. It is the series of steps and tasks that facilitate getting a sale across the line. Leads involve all the processes that may precede a Job. This includes setting Job specifications, estimating & quoting and all related correspondence.

Job

• When a Lead is approved and won, a Job is automatically created but a Job can also be created without the Lead process if needed. 

Operation

• A process that must happen for the Lead or a Job to proceed. Jobs have an order of Operations that determines the timelines and workflows. Time can be recorded against an individual Operation within the Job.

Status

• Is defined as a group of Operations. You might group ‘Operations’ like Quoting, Client Meetings, Drafting Plans, Client Consultation under a Lead Status of ‘Client Liaison’. Statuses are customisable and automatically update when Operations are completed.

Labour Centre

• A group of operations that can be clustered for refining search abilities in recording time against a Job. Labour centres are also used for the set-up of hours for capacity planning.

Area

• Place where the Job will be installed (much like a room).