3 Step Process – Step 1

Step 1 – Creating A Job
Step 1- Create A Job

To create a new job, you must be in the Current Jobs File. This is where you will do the bulk of your work in the program. Here you will enter and edit information about jobs that are still in progress or have not been paid. To create a new job, click the blue “New Job” button in the upper right hand corner. This will create a blank record in the program for you to enter information about your new job. Before printing out a notice, there are several things you want to define about this job: Project, Customer, Owner, General, and Lender.

Step 1 – The Project
Step 1- Create A Job

The PROJECT tab is where you will provide information about the project your company provided equipment, labor or materials for.

Here are the things you definitely need to fill out on this tab:

1. Company: Your company or the company you are generating notices for.
2. Project Name: The name of the project you provided work for.
3. Street/Zip Code/City/State/County: The location of the project.
4. Performance began: The first day you provided equipment/service/labor/materials.
5. Job Type: private, public, federal, residential existing, or residential new.

Next, we want to define the Customer.

Step 1 – The Customer
Step 1- Create A Job

The CUSTOMER tab will always include information about the company that owes you money or that you are in direct contract with. Make sure to fill out:

1. Customer: The name of the company.
2. Street/Zip/City/State/Phone: Their location & contact number.
3. Estimated Amount: The estimated cost of job at the beginning of the project.
4. Balance Due: If there is a balance due, put in the amount of money they owe you. If no balance is due yet, leave this blank.

Next, we want to define the Owner.

Step 1 – The Owner
Step 1- Create A Job

The OWNER tab contains information on the person or business that owns the improved property where you provided equipment, labor, materials or services. This may be the same person as the Customer depending on the situation. Make sure to fill out:

1. Owner: the name of the person or business that owns the property.
2. Street/Zip/City/State/Phone: Their business location and phone number.

Next, you need to define the General.

Step 1 – The General
Step 1- Create A Job

The GENERAL tab is where you put information for the General/Prime contractor of the Project (if there is one). This may be the same person as the Customer depending on the situation. Either way, make sure to fill out these fields:

1. General Contractor: The general contractor for the project.
2. Street/Zip/City/State/Phone: Their business location and contact number

Next, you need to to define the Lender.

Step 1 – The Lender
Step 1- Create A Job (Lender)

The LENDER tab includes information about the person or business that provides financing for the project (bank, mortgage company, individual, etc.). Your project may not have a lender but if it does, you need to fill out this information:

1. Lender or Surety: The name of the person or business providing financing.
2. Street/Zip/City/State/Phone: Their business location and contact number.
The next step? Using the Lien Reminder System.

CLICK HERE TO MOVE TO STEP 2

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