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| Column | Header/Column Name | Compulsory Field | Default Value If Not Specified | Possible Values (If Applicable) | Create If Not In Ascora | Notes |
|---|---|---|---|---|---|---|
| A | JOB NUMBER | Next Available Job Number | ||||
| B | JOB NAME | |||||
| C | IS SECTION/STAGE | False | Yes/No | Set to Yes/True for any Job that is a child of another. E.g. a section or stage of another Job. The parent job should always be set to FalseNo. | ||
| D | JOB STATUS | In Progress | See Table Below | |||
| E | DATE CREATED | Current Date | ||||
| F | QUOTE NUMBER | If populated, the Job will be linked to the given Quote. The Quote must already exist in Ascora and not already be linked to another Job. | ||||
| G | SITE CUSTOMER | For Section/Stage - No Otherwise - Yes | For Section/Stage - Parent Quote Site Customer | Yes | If Billing Customer has been provided but not Site Customer, the Billing Customer will be used for both. | |
| H | SITE CONTACT | Yes | ||||
| I | BILLING CUSTOMER | Site Customer | Yes | |||
| J | BILLING CONTACT | Yes | ||||
| K | ADDRESS LINE 1 | |||||
| L | ADDRESS LINE 2 | |||||
| M | SUBURB | |||||
| N | STATE | |||||
| O | POSTCODE | |||||
| P | PRICING METHOD | Default Setting | See Table Below | |||
| Q | TOTAL AMOUNT EX TAX | $0 | If Pricing Method is Time & Materials, the Total values will be recalculated based on Supplies and Labour values after import process has completed | |||
| R | TOTAL TAX | $0 | As Above. | |||
| S | JOB DESCRIPTION | |||||
| T | WORK UNDERTAKEN | |||||
| U | PURCHASE ORDER | |||||
| V | CLIENT ORDER NUMBER | |||||
| W | JOB TYPE | Default Setting | Yes | |||
| X | ASSIGNED TO | |||||
| Y | BOOKING DATE | If a Assigned To and a Booking Date has been imported, a new Booking will be created with these details. If either are missing, no Booking will be created. | ||||
| Z | EXPECTED DATE | |||||
| AA | EXPECTED DURATION | |||||
| AB | INVOICE NUMBER | |||||
| AC | TEAM | |||||
| AD | ESTIMATED DURATION |
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The below image shows the default Ascora colours for quote and job statuses in the Scheduler area.
Pricing Method
| Time and Materials | Time and Materials, Time and Material, Time, T&M |
|---|---|
| Fixed Price | Fixed Price, Fixed, FP |
| Sections | Sections, Section |
| Stages | Stages, Stage |
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