Create A Job With Multiple Phases

Create Phases within Systemize Jobs to organize and track Activities and details for larger Jobs that have multiple schedules/timelines within the Job.

For example, the first floor of a large house will be fabricated installed one week, and then the second floor the following week. 

CREATE PHASES

  1. Click Jobs > Create Job > select None as the Job Template.create a job with no template to add phases
  2. Enter the Account and Job Contact information as usual even though there are no Activities or Forms in the Job.
  3. Click the Add Phase icon > Name the Phase > Select Standard Phase as the Job Template.add a phase to a job
  4. Click the Add Phase icon again > Name the Phase > Select Standard Phase as the Job Template.

ADD ADDITIONAL ACTIVITIES AND FORMS FOR THE ENTIRE JOB

  1. Click the Add Job Activity icon > Select Activities that apply to the entire Job > Select Entire Job as the Phase.manually add additional activities that apply to an entire job with phases
  2. Click the Add Job Forms icon > Select Forms that apply to the entire Job > Select Entire Job as the Phase.manually add forms to a job with phases

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