Starting…

J

JobSnap

Snap it. It files itself.

J

JobSnap

Workspace

Finance

Company

J Demo Construction Ltd.demo mode

Financial overview

Home

Create new

J

Money

More

New job

Job # Status Project name General contractor Quoted Labour cost Install date Site / city Tax jurisdiction (job site) How this job is supplied

Notes

Who is on this job

Owner — ultimately responsible Estimator Salesperson Project manager

Also keep in the loop

Anyone you add here gets told, and their bell only shows alerts for the jobs they are actually on.

New invoice

Job Invoice # Type Status Date Due date Payment terms Holdback % Tax jurisdiction (where the work is) How it's supplied

Bill to Attention Their PO / reference Billing against Summary line

Line items

Notes on the invoice

New purchase order

Job PO # Status Payment terms Vendor Vendor contact Vendor address Ship to Order date Required by Notes

Line items

Document

Record contract, LOI or PO received

Job Type Their document # Status Issued by Date Awarded value (before tax) Scope Notes

Enter supplier bill

Job Against PO Vendor Their bill # Bill date Due date Posts to account Status Notes

Line items

GST/HST on this bill you claim this back PST / RST on this bill not claimable — becomes job cost

Record payment

Party

Outstanding

Amount Date Method Bank account Reference Notes

New account

Code Name Type Group

Manual journal entry

Date Reference Memo

New estimate

Job Number Type Status Prepared for Attention Date Valid until Payment terms Tax jurisdiction How it's supplied Scope

Pricing — enter your cost and markup, the price follows

Notes printed on the estimate

Mark as awarded

This creates the award record you will invoice against. Enter the contractor's document number if you have it.

What did they send? Their document # Date awarded Awarded value

Install JobSnap on this device

It installs straight from the web — no app store, no download, and it updates itself. Once installed it opens in its own window — the app itself opens without a connection (cloud sync and first-time Excel export need one) — and behaves like any other app on your machine or phone.

Record an expense

Job Date Vendor Reference What it was for Posts to account Paid by Amount before tax GST/HST claimed back PST/RST not claimable — becomes job cost Status Reimbursed on Someone paid this out of pocket and is owed it back Rechargeable to the job Notes

Bring your books over

Take a photo

Review document

What is it File it as Job Vendor Their number PO referenced Date Amount before tax GST/HST PST/RST

Document

Assign crew

Date Crew / person Job Notes