How To: Job Creation Steps from Start To Finish by Tracking Type

The table below compares the basics of starting a new Job with the different Tracking Type.

To keep things basic the steps below assumes these are CLIENT Tasks and there are NO FORMS that require completion.

Starting A New Job

Steps	Using Scheduled Tasks	Job Tracking Type
Steps	Using Scheduled Tasks	Assign Rows	Simple Summary	Hours Only
Start Job	Tap Play → ← on Scheduled Task	Tap “Start a Job” or	Tap “Start a Job” or	Tap “Start a Job” or
Select the Date	skip
Select Task	skip
Select Client	skip
Select Location	skip
Select Block(s)	skip
Select Tracking Type
Manage Crew Attendance (if not already done)
Choose Rate Type	skip	skip		skip
Track Progress				skip
Enter Pricing Screen Details (start and finish time, rate type, unit rate, unpaid break, job notes, equipment used) and SAVE & CONTINUE
Review Job Summary and Sync Job

Starting a CARRYOVER Job

Steps	Using Scheduled Tasks	Job Tracking Type
Steps	Using Scheduled Tasks	Assign Rows	Simple Summary	Hours Only
1	Only Applies to Simple Summary and Hours Only	From Jobs Screen: Tap the VIEW Button → ← on the Job you wish to continue from	From the Scheduled Tasks Screen Tap Play → ← on Scheduled Task	From the Scheduled Tasks Screen Tap Play → ← on Scheduled Task
2		Tap → CARRYOVER ← at the bottom of the Job Summary Page	Select Tracking Type Simple Summary	Select Tracking Type Hours Only
3		Manage Crew Attendance (if not already done)	Manage Crew Attendance (if not already done)	Manage Crew Attendance (if not already done)
4		Assign Rows (Tap Row, then Tap Crew Member(s) Name)	Track Progress by: Rows Complete Units Complete % Estimate Complete	progress tracking not required
5		Enter Pricing Screen Details (start and finish time, rate type, unit rate, unpaid break, job notes, equipment used) and SAVE & CONTINUE	Enter Pricing Screen Details (start and finish time, rate type, unit rate, unpaid break, job notes, equipment us	Enter Pricing Screen Details (start and finish time, unpaid break, job notes, equipment used) and SAVE & CONTINUE
6		Review Job Summary and Sync Job	Review Job Summary and Sync Job	Review Job Summary and Sync Job