Clicking on a Phase from the Document Tree opens the Phase view with the Assigned Resources section expanded.  Clicking on a Resource from the list will bring up their contact options where the smart phone can take action to email or call the resource.

Other sections of the Phase view include:

• Details - The Details section contains the same phase information as the Details Tab of V/M Document Entry including transaction line number, outstanding price, percent complete, outstanding cost.

•Totals - The Totals section contains the same information as the Totals Tab of V/M Document Entry at Phase level, including ready, posted and total columns for revenue, cost, gross profit and total revenue figures.

•Notations - Existing phase notations are listed and can be selected to open the Edit Notation screen

The footer of the Phase section contains buttons to:

•Add Equip. - Adds an Equipment Line for an existing Equipment Record under the Phase.

•New Equip. - Create Equipment using a function similar to Service Manager's Equipment program. After saving, the Add Equipment screen displays where the newly created equipment can be added under the Phase.

•Task - Opens the Add Task screen where a Task Billing line can be entered and saved under the Phase

•Billing - Opens the Add Billing Group screen where a description can be entered and the new Billing Group saved.

•Edit/Assign - Opens the Edit Phase window where the Phase Type and Description can be modified.  New Employees, Equipment and Sub Contractors can be assigned.

•Notation - Opens the Add Notation screen where a new Notation can be inserted at the Phase level.

•Sign Off - Opens the Sign Off screen where status can be updated and comments left about the Job.