Working with Forms & Phases

Working with Forms & Phases

Job Phases are a powerful tool for organizing large jobs that have multiple dates for Activities like Fabrication or Installation. Job Phases enable accurate scheduling, material allocation, and reporting for large jobs. But if you don’t understand how Phases and Forms work together, you can make costly mistakes.

In this video on Part 2 of JobTracker Forms Training, you will learn to:

  • Customize and format forms for communicating clearly on screen and in print
  • Import a Job Form
  • Separate a Job into Phases
  • Ensure that Job Forms are assigned to correct Phases

And here’s a PDF of the presentation!

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