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Advanced Techniques to Create Critical Job Analytics (1615/Level 2)

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This workshop has been thoughtfully prepared and recorded – and you can access it immediately. Upon purchase, you’ll receive immediate access to both the online recording and handouts.

Cleaning Your Customer:Job List
+ Advanced Data Creation & Extraction
+ Tracking What You Do Best…

Approximately 73 minutes:

  1. Common problems with the Customer:Job List and what to do about them
    • Naming confusion – and why it occurs
    • Disorder in the list = unfriendly reports
    • Financial errors
    • Which jobs go with which company?
    • Who should be overseeing the Customer:Job list?
    • Customers vs. Jobs – when to use each
  2. “Special” customers & “special” jobs
  3. Easily create critical analytical info with Customer Types & Job Types
  4. The power of custom fields


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Covering topics like:
Job-Costing, Construction Accounting, and Profit-Building