Quick jobs

A quick job is an ordinary job in Job, kept light. It has one or two cost codes for the crew to put time on, a budget by category, its checklist as to-dos, its crew on the dispatch board, daily reports, tickets, equipment, photos and an invoice. It leaves off what a project needs and a two-day job doesn't: pay applications, change orders, liens, forecasts, purchase orders and subcontracts, RFIs and submittals, the look-ahead and customer access.

If a quick job turns out bigger, open it and choose Turn into a full job. Every Job screen comes back, with its time and cost kept, and it counts as a full job on your plan.

1. Open Settings › Quick job templates.

   Under Aggrado's starter templates, add your trade's (paving, walls and hardscape, curb and flatwork, sealcoat and striping, utility cuts and drainage, erosion control, excavation and demo). They have the checklists and invoice lines filled in and no prices.

2. Edit each one you use.

   Put your prices on its invoice lines and its usual cost on its cost codes. Pick the crew that usually goes. Its trade fields (the curb profile, the wall block, the stall count), its deadline rules and whether it digs are already set; change them to how you work.

3. Archive the ones you don't do.

1. Choose New quick job.

   It's on Jobs › Quick jobs, under New job ▾ on All jobs (Quick job from a template), and on the menu bar as File › New quick job….

2. Pick the template.

   The template brings the codes, budget, checklist, crew and invoice lines.

3. Type who, where and when.

   Choose a property if it's a place you've worked before: its customer, address and contact come with it. Pick the day, or Schedule it later to wait for the weather or the plant.

4. Make the job.

   Booked for a day, the template's crew goes on the dispatch board for it. It starts on its own on its day, or when the crew puts time on it.

To do the same job again, open it and use Do it again. To bring in a list of work orders, use Import work orders on the Quick jobs page and paste them from a spreadsheet.

On the phone app's Job tab, tap New quick job. Pick the template, type the work order and PO numbers if it asks, the customer and where, and tap Today, Tomorrow or another day. For a call under an on-call contract, choose the contract and the class the call came in as: its start-by and finish-by clocks start right then.

• The time card fills in a quick job's cost code, so nobody is asked to choose it.
• The job's page on the phone shows its 811 tickets, and its items and deadlines: each cut, patch, structure or erosion measure, with its size, tons and dates.
• Marking a cut's temporary patch in, or an item done, meets its deadline. Missed deadlines are told about the next morning.
• When the work is finished, tap Mark it done and hand the phone to the customer to sign, then tap Done.

Check Quote it first when you make the job. The quote starts from the template's lines; change them, set a deposit and a good-until date, and email it. The customer opens the link, sees each line and the total, and accepts with their signature. No account is needed. You can also have them sign on the phone at their door.

Once accepted, the job is booked, its crew goes on the board, and a deposit invoice is drawn up when you asked for one. A quote that isn't answered stays off the crews' phones and off the bill.

On the Quick jobs page or the dispatch board, choose Rained out: move quick jobs…. Pick the day that's out and the day to move to; every quick job booked or dispatched that day moves, with its crew and machines. Each customer is emailed, and texted too if you check it (only phones that have agreed to texts get one). The message is kept on each job, and you get the words to send yourself as well.

A job marked done shows under Needs invoicing. Make the invoice starts one from the template's lines (or the accepted quote's), with the PO and work order on it; fill in the measured quantities and send it. Send to QuickBooks puts it in QuickBooks Online under the customer. The job closes on its own once its invoices are paid.

An on-call contract is one whose work comes as work orders: an NCDOT Division's on-call patching, a city's annual maintenance, a property manager's master agreement. Add it under Jobs › On-call contracts with New contract.

1. Enter its price list.

   Start from NCDOT's patching lines and put in your bid prices. A line with a tonnage band (Case 1 under 100 tons at a location, Case 2 100 to 500, Case 3 over 500) is billed for each location whose tons fall in it.

2. Enter its response classes.

   Start from NCDOT's: routine (start within 10 working days, $300 a day late), emergency (within 24 hours, $300 an hour), pothole (finish within 48 hours, $300 a site).

3. Release a work order when the call comes.

   On the contract's page, choose Release a work order. The page lists every work order with its clocks, the damages at stake, what's billed against the cap, and any past the bond threshold.

Job is priced by the jobs set to Active. Five active quick jobs count as one job, rounded up, so a crew with 18 small jobs open pays for four.