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There are various ways to upgrade your subscription: Via a Contract with JobPlanner that includes support help. Automatically through the website. Via a Contract with JobPlanner that includes support…
Updated 2 days ago by Customer Service
A Free Trial of Jobplanner, Construction Project Management System enables you to test out all the features that are available. No credit card is required. You will have a one month free trial versio…
Welcome to JobPlanner!. To get started on a free trial, we need some information to create your account. Fill out all the fields on the Create your account form. If you need a bit more help on enteri…
Updated 1 month ago by Customer Service
Congratulations and Welcome to JobPlanner!. You are starting your free trial version of the system. After you've signed in, you'll be taken to the Account form. The first thing to do is to review and…
A variety of information has now been entered for the project. A summary of information about the project can be viewed on the Project Dashboard. To View the Project Dashboard. Click on the Project M…
The following describes the quick way of navigating through JobPlanner as part of Getting Started on using the system. Global Menu. There is a Global Menu option, which is a vertical set of menu opti…
JobPlanner has a fully featured invitation to bid system which includes: Sending Invitation to Bids. Managing Invitation to Bid Responses. Managing the Award process. This functionality is only avail…
JobPlanner supports different processes for this to align to your organization. One example was described previously. Another example may be that the Budget is setup first and then as Contracts, Subc…
To mark a Budget Line Item as being formally added and enter a Budget Amount for automatically created line items: Right click on an item. Context sensitive menu options display. Click the Edit Origi…
The Project Budget can be setup manually by adding budget line items and/or the Budget Line items are automatically created when the following are created: Contracts. Subcontracts. Purchase Orders. D…
We require a bit more information to create your account. Fill out all the fields on the Create your account form. Some of the fields may be pre-populated but can be updated as required. More informa…
Direct Costs can be entered and tracked in the system. To add a Direct Cost. Click on the Project Menu option bar. Click on Direct Costs in the Job Costing section. The Direct Cost form displays. Cli…
You have been invited to sign up as a user on JobPlanner , a Construction Project Management system that is used to manage all our construction projects.. Don't worry, its easy to do and there is no…
Purchase Orders can be setup with Vendors. To Setup a Purchase Order with a Vendor. If Commitments are not already selected, Click on the Project Menu option bar. Click on Commitments in the Job Cost…
To upload your company logo to see how the branding works, on the Company Information form: Navigate to the Company Logo section. Click the Add Logo text. A file upload box displays. Drag or drop you…
Subcontracts can be setup with Subcontractors or Specialty Contractors. To Setup a Subcontract. Click on the Project Menu option bar. Click on Commitments in the Job Costing section. The Commitments…
Adding a new project in JobPlanner is very simple. Basically all you need is a Project Name. To add a Project. From the My Projects list, click the + New Project button. The Project Details form disp…
Once a project is added, the Project Menu option bar is used to access the different information about a project. The Project Menu option bar shows which project form is currently displayed but it al…
Project Contacts, such as Owner(s), Architect(s), Contractor(s), Subcontractor(s) and Vendor(s) are setup for each Project (this is sometimes referred to as the Project Address Book). The Project Con…
One of the main features of JobPlanner is the ability to upload drawings (and other photos or documents) so that: Information is one central place for easy access and management. Revisions are easily…
JobPlanner has a fully featured project management scheduling system which includes: Task Creation and Management (Duration, Start and Finish Dates and Status). Task Assignment. Progress Tracking. De…
Action Items can be created, assigned and managed: Assign the Action Item, set the Priority and manage the Status. Send the Action Items to a Distribution List. Add Before and After Attachments. And…
Punch List items can be created, assigned and managed: Assign the Punch List item, set the Priority and manage the Status. Send the Punch List item to a Distribution List. Add Before and After Attach…
RFIs (Requests for Information) can be created, assigned and managed: Manage RFI Questions and Responses. Assign the RFI Item and manage the Status. Send the RFI Items to a Distribution List. Add Att…
Submittals can be created, assigned and managed: Specify the Submittal type and Due Date. Assign People to the Submittal (submitter, approvers, who court the submittal is in). Send the Submittal to a…
Cost Codes represent the Trades or types of work being done on the project; such as Electrical or Plumbing. Cost Codes are required to be setup for Job Costing. To Setup Cost Codes. Click on the Proj…
Contracts can be setup for the work with the Owner/Architect or whomever is responsible for paying for the Project. To Setup a Contract with the Owner. Click on the Project Menu option bar. Click on…
The following is an example of the email that a Project Contact receives when a Submittal is assigned to them and they are automatically set to have the ball for the Submittal in their court. This no…
The following is an example of the email that a Project Contact receives when a Submittal is assigned to them to Approve. This notification is turned on by default (but can be turned off by System Ad…
The following is an example of the email that a Project Contact receives when they are assigned to a Task on the Project Schedule. This notification is turned on by default (but can be turned off by…
The following is an example of the email that a Project Contact receives when a Punch List item is added to the Project (regardless of whether its assigned or not or to whom its assigned). This notif…
The following is an example of the email that a Project Contact receives when they are assigned to a Punch List item on the project. This notification is turned on by default (but can be turned off b…
The following is an example of the email that a Project Contact receives when they are added to a Project. This notification is turned on by default (but can be turned off by System Administrators).…
Suggested Prior Reading. Submit Bid OR Private Messages Overview. Attachments can be added to bid submissions or private messages. The Attachments can then be downloaded and viewed. This help outline…
Updated 5 months ago by Customer Service
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