On this page:
We’ll teach you:
- Add a job to our job list.
Add a Job to Our Job List
We use a spreadsheet on Google Drive to manage our job list. Our job list is one of primary project management tools. We use it to find every job we have done, enter new jobs, and record the status of each job.
You need to be logged into your gmail account to access the job list.
Here is the link:
Cornell Engineers Brisbane Job List
- Determine a job number. The format for our job numbers is four capital letters and two numbers, eg ABCD01. The first job for a client or referrer will be 01 and then use each consecutive number for each next job. The four letters should infer the client or referrer’s surname or company name and should not have previously allocated to another client.
- Ensure the jobs are sorted alphabetically by job number, Select the row below where the job will appear. Right click to select the entire row and then “add a row”.
- Enter the new job number, client or referrer’s name, the job address and the job status in the corresponding columns.
- The approved job status options are “Quote”, “Won” “Complete & Invoiced”, “Complete & Paid”, “HOLD” and “Archive xx”. These words must be word for word accurate so the job list can be sorted by the job status column.
We try to keep job from individual clients and referral sources together. For each job that a building designer sends us the four letters should be related to that building designer. Suppose John Popp sends us a job to quote for his client. The first job will be POPP01. The next time he sends us a job its job number will be POPP02. That way all of John Popp’s jobs are together in our job list.