Content
Download PDF

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

Context Menus

Automatic updating of list content

Keyword filter

Managing standard Master Data

Customized data filters

Colors

easyjob Icons and Symbols

Log View

View current operations

easyjob Today

Monthly Overview

Reminder Screen

Numbers, Custom Numbers and Custom Fields

Numbers and Custom Numbers

Custom Fields

Initializing customer fields with RTF text modules

User Rights Management

Changing passwords

Group authorizations

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 Basis 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

Cost Planner – Formulas

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
Sample calculation
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

Special "days charged" rates for individual items

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 and Contact Management

Address Book

Displaying addresses/contacts

Communication menu

Signaling an incoming call

Countries

Address Master Data

Main Data

Contacts

Advanced

Address Types

Assigning the address type

Communication

Invoicing

Jobs

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

Operating Hours

Days Used

Calendar Days

Assigning maintenance intervals to devices

Viewing the workshop activity history of a device

Determining devices due for maintenance

Importing test results

Sales Orders

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

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

Inventory

Data export for manual compilation in Excel

Performing counts

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-hiring shortages

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

Bill of Items

Shortcuts and operating concept

Additional Filter and Job Bill of Items Settings

Filtering items according to the owner

Booking an item

Scheduling alternative items

Reservation function for items in a job

Schedule devices first

Splitting an item in individual groups

Copying groups

Sorting items

Free text lines

Bill of items toolbar

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

Transport Container

Item info

Item image

Custom Fields

Item Attachments

Log

Item Packages

Devices

Device info

Total Information

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)

Shopping cart

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

Finalize – Quick load, adjust target figures or transfer not loaded item to a new job

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
Staff assignments
Resource Information

Advanced display options

Document Output

Attachment Management

Statistics