DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Job Cards


#1

Is there a way to create Job cards in Manager?


#2

What’s your definition of job card? Ability to track profitability by job?


#3

Please describe in detail what you mean by job cards, @clorik. Include information about the workflow you are trying to implement. There may be something equivalent in Manager under different terminology.


#4

Oh hi @lubos and @Tut, thanks for getting to this early. We have a small IT consultancy and we have consultants going to clients to do specific tasks as per the customer requests. So if it is fixing a router, the job is given to a particular consultant who then logs the time they started and the time they finished the task for billing purposes.

Additionally, the job cards also serve for audit trails i.e. to track who worked on what task, when, was it completed etc.


#5

You can set up jobs as tracking codes

See: http://www.manager.io/guides/miscellaneous/tracking-profitability-by-division/

Then you can use Billable Time module to track time to be billed which is integrated with tracking codes.

See: http://www.manager.io/guides/billable-time/