DSM Instructional – Table Maintenance – Job Sites

 

These instructions cover the Job Sites configuration found under table maintenance

Go to File > Maintain Tables > Job Sites > Jobsite Table.  You will see the following screen:

NOTE:  You must enter a job site first before entering a master site in the master job site table.

Click NEW JOB SITE and you will see the following screen:

GENERAL (F2)

First, enter a job site # and a Job name.  It’s helpful here to have a naming strategy in mind.  Fill out all the normal information such as address, city, state, etc.

Make sure to hook it to a customer or you will not be able to save the record. 

Enter the foreman by either typing their name or clicking the plus button.

If the job is a certified job, you can enter the information on the right hand side. After that, you may define the minimum pay scales for the certified job.

 

AIA / CONTRACT BILLING (F3)

The AIA Contract billing tab is to set up the job site to function as AIA (American Institute of Architects) billing.  In short, AIA is a check & balances system that only allows you to work based on what was defined, then if any other work needs to be performed, change orders would be entered.  See more of this in our other documentation.

 

JOB HISTORY (F4)

The job history tab shows any job that has been associated with this site.  You can see the orders, job tickets or invoices related here as well.

 

INVOICE HISTORY (F5)

The invoice history screen shows all invoices associated with this site.  It also shows totals at the right.  Below it also shows the orders associated with it.

 

DOCUMENTS (F6)

The Documents tab here is a neat function in DSM.  It is all over the system for many items such as jobs, tickets, trucks, etc.  Simply drag and drop any file you like from your computer to the window on the left, and it gets automatically stored with the job site record.   Call it a file cabinet if you will.

When you put items here you can also check the boxes in the lower right telling DSM to Print the document ANY TIME you use it on an order or bill a client. 

 

 

EXPENSES (F7)

The Expenses Tab shows any additional expenses you wish to add to the job site outside of what would appear on an order or be billed.  These come into play with reporting.

 

 

 

 

Go to File > Maintain Tables > Job Sites > Master Jobsite Table.  You will see the following screen:

The master job site table is used as a general “container” for other job sites.  If you have large contract jobs with many locations, you would start here by defining a master site.

Double clicking a site will edit it, or you can click NEW MASTER JOBSITE to create a new one. 

You also have numerous search options.

To add a master site, you  only need to type in a few pieces of information.

Had sites been entered in the system, you could link them here or edit any existing ones.

 

 

Go to File > Maintain Tables > Job Sites > Default Certified Payroll Rates.

Click ADD to add some rates.  These will be items that appear in the Certified rate listing of Job Sites.  You may select them once defined.