Overview
Jobs are one of the central operational records in QBM for project, service, and cost tracking. Good job setup improves reporting, follow-up, and document linkage.
Where To Find It
Path: Projects or Jobs > Job Detail
Use the job detail screen when creating a new job, updating its dates or status, or reviewing the customer and scheduling information linked to it.
How It Works
The job screen stores the core identity of the job, its customer relationship, status, start and due dates, schedule links, job type, frequency, group, and extra information such as location or sector.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Core job details | Includes the job name, job type, status, and key dates. | Use it when defining the basic life cycle of the job. |
| Customer and group context | Links the job to the right customer and group structure. | Use it when the job must be reported or managed by customer or job group. |
| Schedule and extra details | Supports planned activity, job location, frequency, or other operational notes. | Use it when the job involves recurring or location-specific work. |
Recommended Workflow
- Create the job with a clear name and select the correct job type.
- Link the job to the right customer and set the current job status.
- Enter the start date, due date, and completion date as the job progresses.
- Add schedule or extra details if the job needs recurring planning or location tracking.
- Save and review the job before using it in operational documents.
Best Practice
- Use job names that the whole team can recognize quickly.
- Keep status changes current so reports reflect real progress.
- Review customer and group selection carefully before the job is used in documents.