How to get to Default Phases/Tasks: Click on
Job Cost, then
Default Phases/Tasks. This screen is used to create phases and tasks that can be imported into the
New Job/Estimate screen in
Job Cost.Cost. Creating these defaults here will make it much easier to apply the tasks and phases used on a job to every aspect of that job, including employee hours.
- Click on the Add Lines button to create a new Phase or Task under each tab.
- Enter the Phase # or Task # code to be used.
- Type a brief Description for this phase or task.
- To view or edit the Phase or Task, click on the blue Line number link.
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