The Work Schedule will show you all the Active Jobs that have an Order in Progress, Completed, or Scheduled and whether it is a Delivery/Pickup of Materials or Labor that is Scheduled to be started.
Requires the Elite Version of AccuLynx in order to access the Track Pages.
This can be found by hovering over the Track tab at the top of the screen and selecting Work Schedule.
Work Schedule
1. Filters
Under this section here we will have the option to toggle between viewing Labor Orders or the Delivery/Pickup of Materials.
- We also can choose to Filter the status of the Orders; whether they are In Progress, Completed, or Scheduled.
- We can also Filter by Assigned To, City/State, Milestone, and the Trade Type.
2. Currently In Progress
This section shows the Job Results, based on the Filters selected.
- At the top, we will show the Job Name, Number and Address. If you click the Job Number, this will take you to that Job's Orders.
- Below this, the Assigned Rep, Contract Worksheet amount, and Outstanding Balance.
- On the right, you can see how long the Job has been in this Milestone and the last time the Job was Touched (any changes have been made).
3. Orders
On the right of the Job Results, any Orders on the Job will appear.
- Click the blue arrow at the top right of an Order and you will see how far along the order is.
- Click on the Order Number to be directed to the Order page for the Job it was created for.
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