App Jobs User Guide

App Jobs User Guide

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:
  1. Use the search bar to search your desired job in Wunderbuild.
  2. 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: 
  1. Import a checklist from your templates by clicking “Import”.
  2. Mark your current checklist as completed by clicking the circle.
  3. Create a new checklist by clicking “Create Checklist”.





6. Purchase Orders: 
  1. Create a new purchase order for this job by clicking “Create”.
  2. View the old purchase order by clicking on the purchase order.





7. Timesheets: 
  1. Create a new timesheet by clicking on “+ Create a new timesheet”. Make sure to select the proper job and cost category. 
  2. If you are an administrator, you may process submitted timesheets in this category as well. 



8. Variations: 
  1. Create a new variation by clicking on the “Create” button. You may allocate a variation to a current cost category. 
  2. After creating a new variation, you may click on the variation to view its details. 
  3. Click on the three dots to either print, send, approve, edit or delete the variation.





9. Rosters: 
  1. Create a new roster by clicking on the “Create” button. 
  2. Once a new roster, you may click on the roster to view its details. 
  3. Click on the three dots to either print, send, approve, or delete the roster.





10. Progress Claims:
  1. Click on a progress claim to view or edit the claim.
  2. Click the three dots on the claim to either print, receive, send, or delete a progress claim.





11. Site Diary:
  1. Create a new site diary by clicking on the “Create” button. You may select a template that will fit your site diary entry.
  2. Click on the site-diary entries to view its details.
  3. Click on the three dots to either share the site diary with the client or edit it. 





12.
Documents: 
  1. Click the folder with the plus icon to create a new folder. 
  2. Click on the cloud icon to upload files.
  3. Click on the three dots beside the folder to rename or delete the folder.
  4. Click on the three dots beside the file to rename, download, or delete the file.





13. Costing
  1. View the costing for this job.
  2. Click on the arrows to expand or hide the category and costs.