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Basic easyjob operating concept
List Views
Visible columns, column width, order and sorting
Selecting an entry
Keyboard concept for the Live View and Dialogs
Keyboard concept for navigating the tabs
Editing list entries
Editing multiple entries
Automatic updating of list content
Keyword filter
Managing standard Master Data
Customized data filters
Colors
easyjob Icons and Symbols
Log View
View current operations
Navigator
easyjob Today
Monthly Overview
Reminder Screen
E-Mail reminder
Numbers, Custom Numbers and Custom Fields
Numbers and Custom Numbers
Custom Fields
Initializing customer fields with RTF text modulesl
Manage Users
Changing passwords
Group authorizations
Two-factor authentication
Project Management
Projects and Jobs
Opening an existing project:
Creating a new project/job
Copying a project
Creating a new job
Inserting an existing job
Transferring time frames to other jobs
Moving a project
Changing the order of the jobs and selecting a job
Hiding and viewing shadow copies and jobs
Project and Job Status
Project Main Data
Event calendar
Main Data Job
Invoice Base Job
Company selection
Overview
Addresses
Scheduled items
Resources
Tasks
Cost Planner
Fields
References
Calculation
Calculation terminology
Purchase price
Sales Price
Sub-rental Price
Rental Price
Minimum Rental Price
Price List
Job Costs
Job Sum Total
Calendar Days Curve
Days Charged Curve
Cost Planner for Projects and Jobs - User Concept
Cost Planner for Projects and Jobs – Basis of Computation
Job all-inclusive price and discounts
Tax calculation
Tax calculation using the European tax settings (simple)
Tax type
Regional Settings
Tax calculations with USA/Canada/Other tax settings
Tax Settings
Tax type
Tax Rate
Explanation about the areas
Insurance calculations
Job Cost planner in the Job and in the Bill of Items
Item master data price
Minimum Rental Price
Including the minimum costs in the Cost Planner
Supplier rental and purchase prices
Customer discount
Calendar Days
Manually discounting line items
Creating special price lists for select customer types
Controlling price lists by project type
Assigning a price list with a Days Charged Curve
Item package price
Item group prices
Discounting the Job total
Job Costs
Resources
Basis for discount in the Bill of Items
Sample Job with varying rates and discounts
Invoicing
Displaying the Invoice List
Creating Invoices Manually
Invoicing a project
Job not to be invoiced
Editing a purchase invoice line item
Sorting purchase invoice line items
Creating a project invoice
Updating the project invoice
Finalizing invoices
Deletable invoice
Checking the Tax I.D.
Invoice note field
Credit Note
Invoicing workshop activities
Invoicing a sales order
Invoicing missing items
Copy invoice
Entering a payment receipt
Payment Terms
Creating payment plans
Invoice Reminders
Reminder block on an invoice level
Revenue accounts
Revenue accounts in the master data and program settings
Accounting interface
Automatic assignment of Creditors/Debtors I.D.
Address Book
Signaling an incoming call
Countries
Address Master Data
Main Data
Advanced
Address Types
Assigning the address type
Communication
Invoicing
Jobs
Sales Trends
Items
Resource
Custom Fields
Attachments
Workshop Activities (Service/Repair)
Main Data
Advanced third party repairs/maintenance
Resources
Instructions
Spare parts
Log
Test results
Cost Planner
Cost Planner
Attachments
Scrap
Maintenance intervals
Maintenance Schedule
Operating Hours
Days Used
Calendar Days
Electrical Test
Due at inventory entry
Assigning maintenance intervals to devices
Viewing the workshop activity history of a device
Determining devices due for maintenance
Importing test results
Sales
Sales Items
Purchase Orders
Main Data
Purchase order status
Adding an additional delivery address
Line Items
Editing order groups
Editing purchase order line items
Ordering items
Ordering staff, vehicles and generic resources
Ordering resources and job costs
Manual purchase order line items
Purchase order from a sub-rental job
In case of a Sub-Rental Order lock schedule
Purchase order from a rental/sales job
Purchase order from navigator view Below minimum inventory
Suppliers
Resources
Attachments
Cost planner
Partial deliveries for purchase orders
No inventory entry due to an optional delivery date
Navigator and easyjob Today views
Inventory Management
Inventory terminology
Items
Device
Expendable Items
Transport Container
Item Package
Standard Associated Items
Linked Associated Items
Rental Inventory
Subcategories
Items
Main Data
Spare part
Excluding an item from availability
Prices
Items with no discount
Inventory
Owner management
Leasing
Devices
Creating a device
Creating a device series.
Individual device management
Associated Items
Clear assignment of linked associated items
Jobs
Alternatives
Usage
Report
Suppliers
Custom Fields
References
Images
Attachments
Taking items out of service using the exchange function
Deactivating items
Item blocking indicator
Copying an item
Printing a barcode
Sales Position
Sales Item variants
Sales items in the bill of items
Availability calculation for sales items
High availability of a variant
Total availability of all variants
Inventory
Data export for manual compilation in Excel
Data import of the amounts counted in Excel
Create Inventory Job
Scheduling and Site Management
Scheduling terminology
Return Time
Item available one day later
Check-out
Check-In
Loaded
Unloaded
Scheduled
On-fly Check
Checking availability
Calculating availability
Exact to the minute/hour availability check
Sample Job with varying rates and discounts
Graphical view of availability
Table view of availability
Calculation
On-fly Check
Colors
Determining overbookings
Overbooking warning when moving the job time frame
Using alternatives
Scheduling Board
Items in circulation
Sub-rental shortages
Creating sub-rentals manually
Sub-Rental of Associated Items
Sub-rental wizard
Determining parameters
Suggestion overview
Making changes to suggestions
Sub-hiring items from the overbooked list
Assigning Sub-Hired Equipment
Partner availability
Providing a customer/partner with easyjob Web Access as a supplier/partner
Setting up easyjob Web Access as a customer/partner
Bill of Items
Shortcuts and operating concept
Additional Filter and Job Bill of Items Settings
Filtering items according to owner
Booking an item
Scheduling alternative items
Reservation function for items in a job
Schedule device in advance
Splitting an item in individual groups
Copying groups
Sorting items
Free text lines
Editing Items
Scheduling, Loading and Unloading
Calculating Onfly availability
Include proposals in the availability check
Import / Export
Sub-rental wizard
Customizing the bill of items to requirements
Job Bill of Items
Availability list
Availability view
References
Cost Planner
Jobs
Groups
Partial deliveries
Transport Container
Item info
Item image
Custom Fields
Item Attachments
Log
Item Packages
Devices
Device info
Device use
Group
Suppliers
Subcategories
Associated Items and Item Packages
Using the various types
Managing and booking item packages
Standard Associated Items
Optional Associated Items
Linked Associated Items
Linked Associated Items (Reducing rental inventory)
Partial deliveries
Scheduling partial deliveries
Preselecting partial deliveries in groups
(Un-) Loading & Individual Device Tracking
Loading/unloading terminology
Check-out
Check-In
Loaded
Unloaded
Checking out a job manually
Checking in a job manually
Loading Jobs
Loading an item
Loading items and devices
Assigning a transport container
Creating a workshop activity directly from the loading/unloading process
Loading partial deliveries
Canceling an item
Unloading Jobs
Unloading items
Unloading items and devices
Option to enter the Operating Hours
Unloading partial deliveries
Finalizing
Quick Unload
Reloading
Early return delivery
Creating a missing items job
Creating a missing items invoice
Creating a missing items inventory deletion
Important notice
Tracking devices
Staff and Transportation Planning
Resource Types
Rates
Standard rate
Time dependent rate
Sliding scale rate
Threshold rate
Customizing staff master data
Employees
Freelancers
Temporary staffing agencies
Managing absences
Assigning resource types to an address
Excluding staff from availability checks
Vehicle Master Data
Vehicle display options
Excluding vehicles from an availability check
Resources in a Job (purchase order and workshop)
Booking a resource type in a job
Times scheduled
Initialize times
Excluding an address from the availability check
Assigning staff and vehicles
Log View
Resource Plan
Booking staff or vehicles
Individual workspace per user
Global filter and per area filter
Additional Settings
Resource Booking
Resource Assignments
Advanced display options
Document Output
Attachment Management
Document type
Statistics