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1. Jobs
Video Overview: Jobs – Create New Job
Start by selecting Jobs in the left column.
To enter a new job, select Create Job in the top right corner
Enter Job Details. For the PT-283, section, if there are multiple vendors, leave this section blank.
If the PT-283 Vendor has not already been added in the Vendors section in the left column, select + Create Vendor to add the basic details for that Vendor. You can add additional Vendor info in the Vendors section of the left column.
Then if you want to give this person access to TRACT, you can do so by selecting +Create User.
Enter the details for this user in the Quick Entry pop-up box.
Enter Contract Dates & Extensions, Cash Advances (if you don’t see the Vendor you need in the drop down menu, go to Vendors in the left column, and add that person as a Vendor), and any Notes needed.
Enter Location Information either by address or by GPS coordinates. If you enter both, the system will put two pins on the map instead of one. Choose to +Add Another Parcel if necessary.
Save this information.
This will take you back the Jobs section where you will find a list of all Jobs. From here, click on the Job that you just created.
Video Transcript
Now that we’ve set up all of our databases use bottom floor sections we can start managing our jobs in the top six sections so we’ll start by looking at job soon select jobs in the left column and here you’ll see a list of all of your active jobs you’ll also be able to sort by on hold jobs completed canceled and all jobs we want to add a new job we’ll go over to the top right corner will select create jobs here we’ll Island job information selecting what the contract type is whether it’s per time lump sum composite or by-product you can put the performance bond ends the job status whether is active on hold completed or cancelled and then the harvest type whether it’s a first ending second thinning select cut cleared cutter mix you can also check whether you want to hold peanut on this job and whether the performance bond has been collected or not you’ll also be able to dislike the spy from whether it is what and less accessible or whether it’s giant and very very accessible if I’m most accessible so you’ll I’ll move this to the appropriate spot in this in the continuum here you can add in your vendors you can select from the vendors that we added before this is your list of all of your vendors and you can add in user permissions here if you wanted to add a user Abed I should give this person access to the app you can do that here as well as you can in vendors and if you did that he could select what their permissions were here and set them up if you wanted to add more details to this user then you could go into vendors over here and I didn’t the additional details that you need to add for this person’s there’s a charity tag namespace you’ll need to add letters before your security tag number say for example GA – 1 0 – 1 here you’ll enter your contract in date by selecting it on the map or on the calendar and then if you need to add a contract extension you can do that here as well you can add a lump sum amount here by selecting your vendor and the amount of the ellipse um and another one as well – okay you’re adding notes that you need to add about this job and then you can add location information so you’ll either want to add the address location information or want to add the GPS coordinates latitude and longitude map number parcel number as the identifier so select one one of these so either and then the address information or add in the GPS coordinates if you add in both of them it’ll put two points two pins on your mapping it’ll be confusing you only need to add in one of these for your for your location information so let’s say and that’s going to send you to this battle is effective job.