7.11 Job site stage

The production schedule helps you visualize all the teams working on your jobsites. The bar at the bottom of each work order represents the progress of the job. This section is filled in using daily reports. It shows the number of hours worked over the estimated number of hours, the percentage progress and the number of employees required.

(A) Select the desired service to display the appropriate calendar. In fact, you can create a calendar for each service offered within your company.

Click on the calendar icon to display three consecutive months.

The arrows are used to move from one week to the next in the calendar. The circle in the middle of the arrows allows you to return to the current week.

(B) Validate the work orders assigned to your employees if you wish.

It is possible to select one of them and move it to the calendar. Before making the change, make sure you're not going to create a schedule conflict.

In addition, you can make changes by pressing on the team name.

You need to define:

Note that changes to the team only affect future production releases.

(C) Add a team to the calendar.

(D) Drag the work order onto the red box to remove it from the schedule. Alternatively, drag the work order to assign and schedule it.

(E) Directory of scheduled work orders. i.e. scheduled in the timetable.

(F) Directory of upcoming work orders. i.e. work won but not yet scheduled.

(A) Press the downward-pointing arrow in the work order box.

(B) Select The team will be notified.

The team leader will receive a notification the day before to remind him of the tasks.

It is also possible to modify the team, freeze the work order at its current location and modify the vacation schedule.

You can create several tables. Each table represents a service offered by your company, as mentioned above. To do this, click on Service in the top right-hand corner, then on New table.

You can also filter the work orders that appear in your table's queues according to the following criteria.

(A) Define table name.

(B) Filter by trade.

(C) Filter by job type.

(D) Filter by property type.

(E) Filter by technology.

It is plausible that not all filters apply to your needs for the creation of this table, in which case leave the box empty.

Daily reports list all actions taken during the day. The tool is used by employees to issue a report to their supervisor.

(A) The name is created automatically by pressing the + in the Work order section.

(B) All customer and building information is included.

(C) Add time, materials, photos and receipt of orders. For more information, see procedures below.

(D) Press Complete to complete the daily report.

To add a new timesheet, simply click on the + to the right of the Timesheet tab in the Daily Report section.

(A) Select the employee's file.

(B) Validate the hourly rate applied; if it is already in the employee's file, it will appear automatically.

(C) Select “yes” if the employee is absent.

(D) Confirm the date (usually the current date).

(E) Enter the start time.

(F) Enter total unpaid break time.

(G) Enter end time.

(H) Indicate travel time if paid.

(I) Indicate if there is any other type of time to be included (workshop loading or non-decree time).

(J) Confirm the number of hours worked for the day.

(K) Confirm the total time worked for the day.

(L) Add notes if necessary.

To add a material, simply click on the + to the right of the Materials tab in the Daily report section.

(A) Select the material to be entered.

(B) The planned quantity is added automatically.

(C) Enter quantity used.

To receive an order, click on Receipt. This will give you access to all purchase orders related to the project. Then select the appropriate purchase order to identify the quantities received.

There's a Notes section if necessary. In addition, you must select whether you wish to assign costs to the project. Then, you can attach a photo of the delivery slip as proof.

You can include a file and/or photo if required. This provides physical evidence of the day-to-day progress of the job. In addition, it allows any deficiencies to be noted and added to the tasks to be carried out.

When all the tabs have been completed, press Complete in the bottom center.

Define: