Just curious.?ÿ What kind of job sheet do you use when you take in a new job??ÿ Do you have a form or just a legal pad??ÿ I have a form I started with but need to make some changes to it and it got me to wondering what others use.
I've worked for quite a number of organizations in my career, and the majority of them had nothing along the lines of a "job sheet". In most cases were there was one the sheet was tailored by the accounting department, and so was mostly concerned with billing information and budgets.
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I have a job book, we run approx. 100+ new jobs a year.
Of course many new "jobs" are from returning clients and I don't necessarily need to set-up a new job#, just a new sub-job for an existing job.?ÿ
Each new job gets recorded in the job book by job#, (2020-010) then it gets entered into our Invoice creator program which is cross-referenced by job #, account #, client name, location.?ÿ
Then I set-up a job file folder, maybe a TBC and C3D file at that time also.?ÿ
I have an excel spreadsheet (send me an email or PM & I will send it to you...) called JOB BOOK with every new job since about 1982 with Dad's old company.?ÿ Then I also drop a pin in Google Earth, setup a new folder on the WIndows PC, and enter the new job into the List Master app that I have for current jobs.
Thanks for the replies.?ÿ My sheet is pretty simple. Billing info and indexing info.
I use an Access database for much of my business data, but the job records are pretty straightforward:?ÿ ?ÿorder date, client number, job number, alpha suffix (used when a new job is an addendum to an existing project), job name, job type, job location, job description, client PM name, township, range, section, amount billed, amount paid, completed (Y/N), paid in full (Y/N), prevailing wage (Y/N).