JobFlow - is workflow management software for Rural Contractors. Join us to give your perspective in the form of ideas; show your support for other ideas, share your knowledge, ask questions and raise tickets for improvements or bugs.

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Advice on which program to use for invoicing

Harry Jenkins 7 years ago updated by anonymous 4 years ago 27

Hello,

I want to create an invoice system for sequential Work Orders that automatically lookup description and cost of items in a 184979 line calc spreadsheet. I current use vlookup to return the information correctly but think a database would be better suited for generation of reports, printed invoices and work orders. I have programmed some with dBase3 and more extensively with Approach. I have no real experience with SQL or Access/Base. I have viewed quite a few of the tutorials on YouTube but still thought it wise to ask someone with more database experience than I, which would be almost anyone .



Thanks

I didn't find the right solution from the internet.
References:

https://forum.openoffice.org/en/forum/viewtopic.php=49&t=75842

Industrial Animation Video


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Under review

Add a duplicate task from the scheduler (time saver)

Rusty Knutson (Commercial Manager) 8 years ago updated 8 years ago 1

We have been discussing the possibility of benefits job flow may provide us by the addition of adding to the Scheduler a “+Task” button for our managers to use.   They are wanting the “+Task” button to be used similarly to how the “+Day” button works.

 

  • The “+Task” button would repeat the same task, complete with the resources already assigned to it for the next day.

 

  • The “+Task” button would have the flexibility to the allow the managers to either keep the existing resources assigned to the task or change them if required.

 

  • In the ”job screen” it would show the same task, same resources, but with next day’s date assigned to it.

 

  • The point of difference would be that any hours worked on the original task would Not be carried forward using the “+Task” button.

 

  • Our operators would complete/finish their task each day regardless of whether the whole task was finished or not - not just ”pause.”

 

We then see the hours worked for each individual task each day on the “job screen” instead of having to go into the activity log and separate out the hours worked each day.

 

Now we understand by doing this there may be a very long list of the same tasks showing up in the job screen because of this.  So, to assist in reducing this issue for billing/invoicing purposes, we have come up with the idea of adding (only on the “job screen”) a “+Total task calculation” button.

 

  • The “+Total task calculation” button would have the capability to allow us to choose or select which tasks we wanted to calculate together for total hours or hectares worked for that same task.

               

  • We are thinking it could be located at the bottom of the Job screen alongside the current buttons for “save job”, “+add job”, “duplicate job”, “duplicate with assignments”, etc

 

  • The total hours for the task would or could then be shown in the “Job summary section” in “Job Review” view on screen before being invoiced out.
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Completed

Photos attached to jobs

Ryan B 8 years ago updated by Rusty Knutson (Commercial Manager) 8 years ago 3

Would it be possible to have the ability to add a photo to the job/job card?

Like say the person booking and setting up the job could add a photo of the entrance to the property if it is something tricky to recognise?

Or maybe an operator mowing a paddock finds a wet spot or a dangerous object and they could take a photo and add it in the comments?

Or a broken post someone needs to go back and repair?