The Communication tab is used to record communications regarding the Job.  Add New Communications can be created here, fill out the text fields marked with * are mandatory. Add the Date of the Communication and add any details about the communication that should be added to the Event Details for…

On the Forms page, you see a list of Forms related to this Job.   You use this tab to Generate Forms, use the Checkboxes to mark which Forms to generate and which format (Word or PDF), when Generate Selected Forms is selected only the selected forms are generated.   

The Inspections tab shows all the Inspections for the job.  Add New Inspections can be added by the Add New Inspection button.  When clicked it will open a new section that will allow details of the Inspection to be added. Each text field or drop-down menu marked with the *…

Conditions show all the Conditions that can be applied to the Job.  There is a text field in the Comments to add comments to the Conditions concerning the Job.     

RFI Items shows a list of items that allow them to be included in the job. There is a text field in the Comments to add comments to the RFI Items concerning the Job. 

The Drawings tab shows the Drawings associated with the job. There is a list of existing drawings.  By clicking on the Reference No. you can edit the Drawing.  Delete The red trash can will delete existing Drawings.  Add Add new Drawings by using the highlighted area, each field with *…

The Checklist shows a drop-down menu, that shows all Checklist Types that are associated with the Job.   It brings up a list of Items that can be checked off as completed with comments being added via a text field.  

Applications show the related Applications on this page.  Existing Applications are located below, the information displayed goes in order of Type, Date Lodged, Date Approved (if available), Permit No. (if available), No. Days and Notes (if available). Types can be managed in Lookup > Application Type.  By clicking on the…

The workflow shows the progression of the job. It shows the Engagement, Job Assessment, Building Approval and Building Certified, each text field will open a calendar, to date each subtask is completed. Once the latest update has been entered click on the green Save button below.  Below the Workflow is…

Contacts are the list of all people related to the Job including the Certifier, Client, Builder and Owner. Each is a drop-down menu that allows the change of each contact to a different user.  There is an Add New option that allows the creation of a new contact on the…