Project Type Setup
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Opportunity
Job Details Report
Job Number:
Customer:
Sales Person:
Job Status:
Primary Phone:
Email:
Selling Price:
Project Type:
Job Address:
Purchaser Details
Job Details
Estimates
Change Order
Payments Proposed
Invoice / Actuals
Payments Made
File Upload
Primary Contact
Name on Agreement
Primary Phone
Secondary Contact
Name on Agreement
Lead Source
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Referral Source
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Warranty
Purchase Order Summary
Payments
Warranty Certificate
Completion Certificate
Deficiency Certificate
Job #
Job Title
Load Description
Scope Description
Load WorkOrder
Work Order Description
Project Type
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Salesperson
Street
Suite
City
State/Province
ZIP / Postal Code
Country
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Job Status
Job Creation Date
Date Proposed
Proposal Expiry Date
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1 Days
3 Days
7 Days
14 Days
21 Days
28 Days
Date Sold
Date Scheduled
Date Completed
Date Closed
Job Time frame
Deliver Arrival Time
Job Delivery
Job Notes
Print Estimate
Import
New Estimate
Duplicate Estimate
Existing Estimates:
Overview
Payments Proposed
Apply Formula
Change Order Amount
Total Scheduled Amount
Change Order Tax
Total Tax
Change Order Total
Grand Total
Estimate Number
Short Description
POS Reference#
Total PST
Total GST
Total HST
Grand Total
Save Template
Load Template
Customer Supplied Material Release
Materials
Material Cost:
SubTotal:
GST:
PST:
HST:
Total:
Labour
Material Cost:
SubTotal:
GST:
PST:
HST:
Total:
Miscellaneous Materials
Material Cost:
SubTotal:
GST:
PST:
HST:
Total:
Miscellaneous Labour
Material Cost:
SubTotal:
GST:
PST:
HST:
Total:
Actual Tax
Actual Grand Total
Material Invoice
Subtotal:
GST:
PST:
HST:
Total:
Labour Invoice
Subtotal:
GST:
PST:
HST:
Total:
Miscellaneous Material Invoice
SubTotal:
GST:
PST:
HST:
Total:
Miscellaneous Labour Invoice
SubTotal:
GST:
PST:
HST:
Total:
Payments Proposed
Print Invoice En
Print Invoice Fr
Scheduled Payments
Scheduled Amount
Due Date
Grand Total
Outstanding Balance
Change Order
Existing Change Orders:
Change Order Date
Job #
Change Order #
Total PST
Total GST
Total HST
Total Change Order
Change Order Status
Description
Materials
Material Cost:
SubTotal:
GST:
PST:
HST:
Total:
Labour
Material Cost:
SubTotal:
GST:
PST:
HST:
Total:
Miscellaneous Materials
Material Cost:
SubTotal:
GST:
PST:
HST:
Total:
Miscellaneous Labour
Material Cost:
SubTotal:
GST:
PST:
HST:
Total:
Documents
Customer Proposal
Customer Supplied Material Release
Change Order
Invoice
Warrant Certificate
Completion Certificate
Deficiency certificate
Other
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File Name
File Size
Uploaded By
Uploaded Time
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Template Name
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