Repairs

Job progress — the job's steps

The Job progress card is one timeline of the job — every step (resize, retip, rhodium) with who has it, when it's due back and what it costs, plus what happened along the way. Add steps in one drawer with Save & New. It carries no pricing; the job is quoted as one total. The steps print on the bench and customer copies.

Job progress

Every work order has a Job progress card: one timeline of the job, with its steps inside it (e.g. Resize to 6.5, Tighten 4 prongs, Rhodium plating). You’ll find it on the work order detail page, right below the job details.

Each step appears once, in the order the work is done:

✓ green check: done, with the date it finished.
● amber dot: the step being worked right now. It’s the only step with a button: Done, or Send for approval when the customer has to sign off first.
○ empty circle: still to come.

Under each step, one line says who has it (an outside vendor, a bench jeweler, or in-house), when it’s due back, and what it costs you (only if you’re allowed to see job costs). A due-back date that has passed shows in red with LATE.

At the bottom of the card, Job cost adds up what the steps cost you. On a customer’s job it’s set against the job’s price, so a job that’s losing money shows it in red (e.g. Job cost $125.00 · vs price $65.00: −$60.00). If some steps have no cost entered yet it says so (2 of 3 steps costed), so a low total isn’t mistaken for a complete one. On an in-house job there’s no customer price, so it shows the cost alone. Only people allowed to see job costs see this line.

The small gray lines in between are what happened to the job along the way (created, photos, messages, approvals), placed where they happened. Payments aren’t repeated here; they’re in the money column on the right.

Adding and editing steps

+ Add step opens one drawer with everything a step needs, in the order you hand work off: what the work is, the outside vendor or bench jeweler, the cost and due back date, then hours, tracking #, the two flags below, and instructions for the vendor memo. Assigning a vendor stamps the step as sent today.
In the vendor and bench boxes, type any part of the name: Webster finds A. A. Webster Inc. The vendor box searches all your contacts once you’ve typed two letters, with vendors listed first; picking someone who isn’t a vendor yet adds them as one. To bring a step back in-house, clear the vendor with the × at the end of the box.
Save & New saves the step and hands you an empty drawer for the next one, with a green Added: line confirming what just saved. Save saves and closes.
Tap a step’s name to open the same drawer and change anything on it. Delete step lives there too.
The ⋯ button on each step holds the rest: Edit step, and on the first step of a vendor’s trip Email vendor and Vendor memo. On a finished step, Mark unfinished undoes Done.

The Status link menu at the top of the card sends or copies the customer’s status page link (see Customer Status Page).

You usually won’t type steps from scratch: a job created from a template lands with its steps already filled (see Job Templates).

How steps move

Exactly one step is in progress at a time. That’s worked out from the list itself, so the board and the job page can’t disagree about where a piece is.
Finishing a step is not the same as the piece coming back. If the next step is assigned to the same vendor, it’s one trip: one memo, one due-back date, shown on the last step of the trip. The piece only comes home at the end of a run.
Internal keeps a step off the customer’s copy (QC, shipping, waiting on a supplier). It still shows on the bench and counter copies.
Customer signs off gates a step behind a customer approval, like the design/CAD round. Send for approval emails a link; the step can’t be finished until they answer. Under the step it says who it was emailed to. If the customer has no email on file, or the email couldn’t be sent, it says that instead, with Copy link so you can send it yourself.

The headline Description at the top of the job stays the one-line summary (“Resize + retip”); the steps are the detailed breakdown underneath it.

Hours — how long the job takes

Each task can carry an estimate in hours. They’re optional: leave them blank and the task simply shows —.

Whatever you do enter adds up to the job’s bench time, shown at the top of the card (e.g. 4 h bench), and that total is what the Bench board sums per jeweler to show who’s loaded up. Hours live on the tasks rather than on the job as a whole because how long a job takes depends on what work it contains — size down + retip 4 prongs + polish is a different afternoon from polish.

Because it’s a running total, Estimated hours under Details → Salesperson & Bench is read-only: it just displays the sum. Change the hours on a task and it follows.

Pricing is separate — one total for the job

The customer is quoted one price for the whole job, not a price per task. You type that total in the Pricing card (Price), and it flows to the invoice and the money summary automatically.

Vendor fees (casting, plating, a lab recut) are recorded on the step that incurred them: fill in Cost when you add the step, or tap the step later once the bill arrives. They’re your cost, not the customer’s price, which is why the list itself stays price-free. On a customer’s piece the fee feeds the job’s gross profit; on your own stock, where there’s no customer invoice, it’s added to that item’s cost basis when the step is marked done.

In-house jobs have a total cost, not a price

A piece you’re making for your own stock isn’t sold to anyone, so there’s no price to type. The Pricing card shows Total cost instead, read-only: it’s the sum of what the job’s steps cost you, and it updates as you fill each step’s Cost in.

Step costs stay optional — a vendor’s fee often isn’t known until the piece comes back, and typing a placeholder would be worse than leaving it. What you’ll see instead is the gap: steps with nothing recorded show no cost, and the total says how many of the job’s steps have been costed. A step that genuinely cost nothing is worth entering as $0 so it reads as answered rather than outstanding.

There’s no “apply cost” step to remember. The piece’s cost reads the job’s steps straight from the work order (every step with a cost, finished or not), so changing a step’s cost changes the piece’s cost too. The stones are added to the piece when they’re set into it. The On the finished piece card on the job shows the steps, the stones, and the resulting cost basis. The item’s page shows the same job under In-house work on Work Order #….

It prints where it’s needed

The job’s steps print on the roomy full-page documents, so the bench and the customer work from the same breakdown:

Bench copy — the jeweler’s task list for the piece.
Customer copy and the Quote — so the customer sees exactly what the price covers.

The job envelope stays a compact slip — it shows the one-line description, dates, and price, but not the full task list (there isn’t room).

“The customer declined some of the recommended work”

If you inspect a piece and recommend work the customer turns down (a loose stone, a worn shank), record it at intake in the Declined recommendations field. That keeps a dated record that you flagged it — your liability protection — without cluttering the job’s task list.