Beyond Electrical — Management Project List

Management Project List

Active jobs

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Invoice value owing

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Active value

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Total jobs

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Commercial (C) Residential (R) Plumbing (P) Solar (S)

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Solar

Hygge

Plumbing

Resi NC

T&M

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Manual job number

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Job type

Lead

Client

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Job description

Site address

Address found in description:

This client has multiple addresses on file — pick one:

Job price (pre-GST)

PO number

Status

Tag(s)

Hygge (blue) Resi NC (purple) T&M (orange) Solar (yellow) Plumbing (green)

Resi NC and T&M are mutually exclusive — each job uses one job-page template, so selecting one clears the other. Solar and Plumbing auto-check when you pick that Type, but can be freely added or removed on any job — e.g. a Plumbing job can also be tagged T&M. Row colour still follows the job's Type, not these tags.

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Notes (management only)

Line breaks are preserved. Start a line with "- " to make it a bullet point.

Client contact & site access (not shown on this list — carries over to SJD and other job pages once linked)

Client contact name

Client contact phone #

Client contact email

Lockbox code

Create SJD page for this job

Job numbering

Set the starting number for new jobs created this month, for each job type. Useful when switching over from another system mid-month — e.g. if your old system already issued C-jobs up to #14 this month, set Commercial to start at 15 so the next job created here is C260615, then 16, 17…