Note: Job phases, in contrast to bid items, affect estimates and some billing items and follow through the entire job.
To use Phases, you must begin with Phase 1 or higher. Phase 0-None is a place holder if you are not using Phases.
| 1 | Open 3-5 Jobs (Accounts Receivable), and then select the job. |
| 2 | From the Options menu, select Job Phases. |
| 3 | On the Job Phases window, in the Phase# column, enter the phase number. |
| 4 | In the Description column, enter a brief statement about the phase. |
| 5 | Do any of the following, as required: |
| a | In the Billing Amount column, enter the amount that you want to bill per phase when creating invoices by phase. |
| b | In the |
| c | In the Model column, enter the model. |
| d | In the Unit column, enter the unit of measurement. |
| e | In the Quantity column, enter the measurement. |
| 6 | Repeat steps 3–4 for each phase. |
| 7 | Repeat step 5 for each phase only as required. |
| 8 | On the File menu, click Save. |
Tip: Instead of setting a
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