User Guide

Tutorials
Getting Started Guide
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2 In the Job ID field, type ? and select HENSLEY-01 (Hensley Park
Landscape).
This is a job still in progress. Notice the percentage of completion is
currently set at 40%. It is also set up to use phases, which will be
explained in a moment.
3 Select the Estimated Exp./Rev. tab.
The estimated expense and revenue is currently established for this job.
It is broken down by phase ID and cost code ID for phases that use cost
codes. Phase IDs and cost code IDs are set up in the Maintain Phases and
Maintain Cost Codes windows. Your jobs can use any or all of the phase
and cost codes currently set up for your company.
Let’s take a look at the phase codes currently set up for Bellwether
Garden Supply.
4 Click your mouse pointer in the first Phase ID field (01-Design) and select
the lookup button.
The lookup list displays all of the phases set up in the Maintain Phases
window. Our sample company uses phases to break down all possible
stages of landscaping.