SignTracker Glossary of Job Terms

1. Job:
   • What it is: The central unit of work in SignTracker, representing a project. It acts as a digital file folder that stores contracts, tasks, worksheets, file attachments, notes, and forms.
   • How it connects: Each Job contains all related information, ensuring that everything needed for project management is organized in one place.
2. Worksheet Template:
   • What it is: A standard format for creating the product or service quotes in a Contract.
   • How it connects: These templates help generate worksheets, ensuring all necessary information is included in Contract as a Line Item.
3. Quoting Worksheet:
   • What it is: A document that details everything about the product or service, including labor, materials, formula items and mark ups.
   • How it connects: Worksheets are created from the product or service quoting templates that  are added to the worksheet (inside the job) as a Line Item in the Contract.
4. Line Item:
   • What it is: An individual entry in a Contract that specifies a product or service and its cost.
   • How it connects: Line Items are created from worksheets and are included in Contracts, providing a detailed cost breakdown.
5. Contract (Estimate or Quote):
   • What it is: An agreement that outlines the work's terms and pricing. This is your estimate/quote.
   • How it connects: Contracts are created from line items and can be synced with QuickBooks to create an invoice and collect payment, along with contact information. If you are using a Contract as an estimate/quote, you do not have to convert it into a invoice. You can email a PDF or using the Customer Link for approval. 
6. Task Template:
   • What it is: A pre-made list of Tasks that can be reused for different Jobs.
   • How it connects: These templates help create tasks quickly and consistently for new Jobs.
7. Task:
   • What it is: A specific action needed to complete a Job.
   • How it connects: Tasks come from templates and are linked to Jobs, helping ensure everything gets done.

Summary of Connections:

• Jobs serve as the central unit of work, containing all relevant information for managing projects.
• Tasks are derived from Task Templates and are crucial for work management.
• Worksheets compile tasks and line items, giving a complete view of a work.
• Quoting Templates help create Worksheets for consistent quoting.
• Contracts are formed from approved quotes and synced with QuickBooks.
• Line Items provide detailed costs in Worksheets and Contracts.