1. Accessing the Job List: Navigate to the Job List tab tab by clicking on the clipboard icon in the bottom left corner.
2. Navigating the Job List section:
- Use the search bar to search your desired job in Wunderbuild.
- Click on the job name to access the job’s contents.
3. Job Overview: View the job details such as address, start and end dates, and customer information. Swap to This week’s tasks to check upcoming tasks for this job.
4. Job Menu: Click on the drop down menu to view all the job’s subtabs.
5. Checklists:
- Import a checklist from your templates by clicking “Import”.
- Mark your current checklist as completed by clicking the circle.
- Create a new checklist by clicking “Create Checklist”.
6. Purchase Orders:
- Create a new purchase order for this job by clicking “Create”.
- View the old purchase order by clicking on the purchase order.
7. Timesheets:
- Create a new timesheet by clicking on “+ Create a new timesheet”. Make sure to select the proper job and cost category.
- If you are an administrator, you may process submitted timesheets in this category as well.
8. Variations:
- Create a new variation by clicking on the “Create” button. You may allocate a variation to a current cost category.
- After creating a new variation, you may click on the variation to view its details.
- Click on the three dots to either print, send, approve, edit or delete the variation.
9. Rosters:
- Create a new roster by clicking on the “Create” button.
- Once a new roster, you may click on the roster to view its details.
- Click on the three dots to either print, send, approve, or delete the roster.
10. Progress Claims:
- Click on a progress claim to view or edit the claim.
- Click the three dots on the claim to either print, receive, send, or delete a progress claim.
11. Site Diary:
- Create a new site diary by clicking on the “Create” button. You may select a template that will fit your site diary entry.
- Click on the site-diary entries to view its details.
- Click on the three dots to either share the site diary with the client or edit it.
12.
Documents:
- Click the folder with the plus icon to create a new folder.
- Click on the cloud icon to upload files.
- Click on the three dots beside the folder to rename or delete the folder.
- Click on the three dots beside the file to rename, download, or delete the file.
13. Costing
- View the costing for this job.
- Click on the arrows to expand or hide the category and costs.