Help

Home

• Invoice Status

  Shows completed jobs that should be invoiced and their aging status. Click the Job Number to update the job's invoice information on the Job Invoices page.

• Uninvoiced Completed Jobs

  Shows completed job that are not yet ready for invoicing.

• Recently Paid Invoices

  Shows recent job payments as entered on the Job Invoices page.

• Recent Time Cards

  Shows recent time cards and unsigned time cards. All time cards from past weeks should be signed.

• Block Production ToDo List

  Shows the quantity of each type of block to produce for the day.

• Delivery ToDo List

  Shows the Block Type, Total Delivery Start Date for each PO. The To Ship Total is dark green to ship and the Shipped Total is red is when the Job Total is shipped.

• Pickup ToDo List

  Shows the Blocks and Pickup date for each PO. These are for rental jobs.

• Deliveries in Progress

  Shows blocks by ticket, which are loaded but not delivered and the ticket is unsigned.

• Recent Deliveries

  Show bocks by ticket, which are delivered and the ticket signed

• Historical Reports

  Tickets by Carrier allows filtering by job, using a Customer, PO, From date and To date. This is useful for carrier billing and reconciling.

  Tickets allows filtering by job, using a Customer and PO. This show the tickets for a job and their successful email notifications.

• Profile

  Update your profile shows your account information and allows you to add or edit your signature.

• Info

  About shows the current version of the application and has a Contact link to email any questions or problems.

Inventory 

• Inventory

• Inventory Log

• Block Production

• Block Production Calendar

Delivery eTicket

Return eTicket

Leftover 

• Leftover eTicket

• Leftover Ticket Viewer

• Leftover Ticket Summary

• Leftover Ticket Statistics

Time Card

Equipment 

• Equipment Maintenance Log

• Equipment Repair Log

• Equipment Items

• Equipment Maintenance Tasks

• Equipment Maintenance Plan

Work Schedule

Contact

Admin 

• Customers

  Shows all the customers stored in the application. A job must have an existing customer.

  Delete

  Deletes the customer, if they have no jobs or tickets.

  Edit

  Editing the customer name will update all past jobs. Editing is active, will remove the customer from any active customer drop down lists.

  Add

  Adds a customer for a new job.

• Owners

  Shows all the owner stored in the application. An owner is optional for a job. An owner is used for lien information and linking owners to customers and jobs.

  Delete

  Delete the owner if they have no jobs or tickets.

  Edit

  Editing the owner name will update all past jobs.

  Add

  Adds an owner for a new job.

• Jobs

  Shows all the jobs stored in the application. A job requires an existing customer. An Owner is optional.

  Delete

  Deletes a job without any tickets.

  Edit

  Edits the job information.

  Add

  Adds a new job.

  • The job name should match the job name used in the prospective job folder name.
  • The PO Number must be unique per customer. Credit card POs start with PPCC.
  • Email addresses are separated with a semi-colon.
  • The delivery address must have the last line end with city, state, so the city can be parsed for the Delivery ToDo List.
  • The delivery start date is used to calculate the block production ToDo List.
  • The estimate number is from the original QuickBooks estimate.
  • Is Active should be set to false when all invoice activity is complete, otherwise it will not appear for payment updates.

• Job Numbers

  Shows all the jobs and invoice information by year. This can be useful for reconciling with QuickBooks.

• Job Blocks

  Shows all the block types for an active customer job.

  Update

  Increase or decrease the quantity of a block type to match the PO.

• Job Estimator

  Allows the estimating of a job. (incomplete in design)

• Job Carriers

  Shows the job carries in the system for an active customer job.

  Update

  Select the carriers which will ship the selected job. This is required for the delivery tickets.

• Users

  This shows the users stored in the system.

  Delete

  Deletes a user from the application and all their associated data. Not recommended.

  Edit

  • Is Active should be set as false to remove the user from drop down lists, such as Time Cards.

  Add

  Adds a new user to the system.

  • Select the correct carrier name only when the role name is drivers. If the carrier does not exist, then add it first.

• Carriers

  Shows the carries in the system for drivers.

  Delete

  Deletes a carrier from the application and all their associated data. Not recommended

  Edit

  Editing the carrier name will update all past jobs.

• Block Types

  Shows all the block types available for Job Blocks and Tickets. Note: Inventory Id maps the block type to decrease the Id of the block type for tickets. (Need a primary and secondary mapping for rentals)

  Delete

  Deletes the block type without any tickets.

  Edit

  Edits the block type.

  Add

  Adds the block type.

• Job Start Information

  Shows the customer jobs and their associated contract information, contacts and checklist.

  Insert

  Inserts contract or contact information.

  Update

  Updates selected job checklist tasks and their status.

• Job Start Information Dashboard

  Shows all active jobs that have had tasks assigned and their status. This is an at a glance overview of the job start checklists and their complete status.

  Update

  Updates the complete status.

• Job Invoices

  Shows the invoice and payment information for completed, ready to invoice jobs. Paid jobs do not show, so click Show paid jobs for all jobs. This information updates the Invoice Status on the Home page. Multiple Invoice can be added to a job. When all invoices added to a job have a payment date, then the job is considered paid. To keep a partial payment job from sorting to the end, add the next unpaid invoice, before entering the payment date for the previous invoice.

  Job Edit

  Edits the Ready to Invoice or Invoice Instruction. (Not usually needed, since both should be set with the job.)

  Job Detail link

  Click this link to view the Job Detail, Uninvoiced ticket numbers for copy / paste into the QuickBooks invoice and all the Ticket numbers.

  Add

  • Enter the invoice number. (required)
  • Enter the invoice date. (required)
  • Enter the invoice payment date usually with credit card payment. (optional)

  Edit

  • Enter the invoice payment date.

• Job Summary

  Shows customer jobs with an optional from date and to date filter. The shows summary information for a job within a date range. This is useful to reconcile a billing for a time period, when a job is continuing for a long period of time.

• Job Tickets

  Shows delivery tickets for a customer job with an optional from date, to date and invoice status filter. This is for reconciling delivery receipts.

  Is Invoiced

  Click the Is Invoiced check box to mark the ticket as invoiced and reconciled.

• Vendors

  Shows the vendors store in the application, which provide leftover concrete. The vendors appear on the leftover concrete ticket drop down list.

  Delete

  Deletes the vendor without any leftover tickets.

  Edit

  • Editing the vendor name will update all past leftover tickets.
  • Email addresses are separated with a semi-colon.
  • Is Active should be set to false when the vendor is no longer suppling concrete, so their name is no longer on the leftover ticket drop down list.

  Add

  Adds the vendor.

• Time Card Tasks

  Shows all the possible time card tasks which can be assigned to an employee.

• Time Card User Tasks

  Shows the time card tasks available for each employee. At least one task is required for each employee's time card.

• Time Card Summary

  Shows a summary table of all employee time cards with an optional employee filter. This is useful for comparing and reconciling payroll hours. Note: overtime hours are approximate.

• Time Card Position

  Shows the geo location for clock in and clock out by each employee task. Note: The application must be allowed access to your physical location to receive this data.

• Payroll Timesheet

  This shows all the calculated time cards for the selected pay period.

  Left Excel Icon (2007+)

  This opens or saves the payroll data in an Excel 2007+ spreadsheet with some formatting. This format was requested by Business Payroll Service. (recommneded)

  Right Excel Icon (2003)

  This opens or saves the payroll data in an Excel 2003 spreadsheet with no formatting. This format was requested by Business Payroll Service.

• Notification

  Shows which user receive which automatic email notifications. Note: Currently read-only. Edit status pending.

• ---

• Block Production Statistics

  Shows block production by week, calculating hours per block. This is useful to see if the yard is over staffed.

• Block Production Analysis

  Shows block production by week, calculating hours per block and cost per block. This is useful to evaluate production cost problems or sales pricing.

• ---

• Email Log

  This shows a log of emails sent by the system. This is used to track notifications and troubleshoot missing notifications.

  Delete

  Delete the email log entry, to remove its history. It will now appear when clicking Get missing email address in the Ticket for that ticket. It will not appear in the To Addresses in the Tickets report for that ticket.

• Exception Log

  Shows errors the application encountered. This is useful for troubleshooting and monitoring application or user problems.

  Delete

  Deletes the exception.