This article is for Organisation Administrators and Job Administrators who configure how Job Cards print for your organisation.
Job Card Settings control the default layout and content for the Job Card report — the printable summary you can run from an open job. Settings apply at licensee level: every job card printed in your organisation uses the same layout until you change these settings.
In this article you will learn:
- Who can view and edit Job Card Settings
- Where to open the settings screen
- What each section controls on a printed job card
- How to print a job card from a job
Who Can View and Edit Job Card Settings
To open Job Card Settings, your user must be able to access Settings and have permission to view job card settings.
To save changes, your user must also have permission to modify job card settings.
Action |
Who typically has access |
|---|---|
View |
Job administrators and job managers on an INSIGHT, SPROCKIT, or JOBS licence package |
Edit |
Job administrators on an INSIGHT, SPROCKIT, or JOBS licence package |
Infusion operators, Infusion support users, and system operators can also view and edit these settings when working on your licensee. They use the same Job Card Settings screen.
If you can open Settings but do not see Job Card Settings under Jobs, your user role or licence package may not include access. Contact your organisation administrator or Infusion Support.
Where to Find Job Card Settings
- Select Settings from the main menu.
- Open the Jobs group.
- Select Job Card Settings.
The Jobs settings group is available on INSIGHT and SPROCKIT licence packages. Access to Job Card Settings itself still depends on your user permissions, as described above.
About Job Cards
A job card is a printable report for a single job. It is useful for workshop or field work — for example, giving technicians customer details, job instructions, and line items on paper.
Job Card Settings do not change job data. They control which fields appear on the printed output and how the header, body, and footer are arranged.
To print a job card after you configure these settings:
- Open the job.
- Select the More options button (ellipsis icon) on the job page header.
- Select Reports > Job Card.
Your user must have permission to run the Job Card report. Infusion opens the standard report run dialog for the selected job.
The default Job Card report layout is configured in Settings > Reports > Report Settings. Job Card Settings control the data and sections included on the card; Report Settings control which layout template is used by default. See Choose a Report or Document Layout if your organisation allows users to choose a different layout at run time.
Job Card Title
Job Card Title is the heading printed at the top of the job card.
- This field is required.
- You can enter up to 50 characters.
- The default title is Job Card.
Organisation Details
Use Organisation Details to control which organisation information appears on the job card header.
Setting |
What it does |
|---|---|
Chooses which name to print: Organisation Name, Location Name, Both, or None. The default is Organisation Name. |
|
Address |
When on, prints the organisation or location address for the job’s location. |
Phone & email |
When on, prints the organisation or location phone number and email for the job’s location. |
Header & Footer
Expand Header & Footer to control branding and repeating footer content.
Header
Setting |
What it does |
|---|---|
Logo |
When on, prints your organisation logo. Configure the logo in Settings > Organisation > Theme. |
Job number barcode |
When on, prints a barcode for the job number. |
Job number |
When on, prints the job number in the header. |
Footer
Setting |
What it does |
|---|---|
Print footer |
When on, prints a footer on each page. Additional footer options appear when this is turned on. |
When Print footer is on, you can include any combination of:
- Customer name
- Customer phone & email
- Job number
- Opened date
- Start date
- Due date
- Organisation / Location name
- Organisation / Location phone & email
The footer is off by default.
Customer Details
Expand Customer Details to choose which customer and site information prints on the job card.
Setting |
What it does |
|---|---|
Name |
Customer name |
Account number |
Customer account number |
Phone & email |
Customer phone number and email |
Postal address |
Customer postal address |
Terms |
Customer payment terms |
Sales rep |
Customer sales representative |
Manager |
Customer manager |
Site address |
Job site address |
Head office account number |
Head office account number, when applicable |
Job contact’s name(s) |
Names of job contacts linked to the job |
Job contact’s phone & email |
Available when Job contact’s name(s) is on; prints contact phone and email |
Jobs
Expand Jobs to control job-specific content on the card. This section has four groups: Details, Notes, Lines, and Messages.
Details
Setting |
What it does |
|---|---|
Opened on |
Date the job was opened |
Start date |
Job start date |
Due date |
Job due date |
Opened by |
Staff member who opened the job |
Assigned to |
Staff member assigned to the job |
Sold by |
Staff member recorded as sold by |
Order number |
Customer order number on the job |
Job status |
Current job status |
Job type |
Job type |
Notes
Setting |
What it does |
|---|---|
Title |
Job title |
Instructions |
Job instructions |
Tech notes |
Technical notes on the job |
Lines
Setting |
What it does |
|---|---|
Unbilled lines |
Job lines not yet billed |
Billed lines |
Job lines already billed |
Blank lines |
Empty lines for handwritten notes |
Outstanding ordered lines |
Product lines on the job that are on order but not yet received |
# of lines to print |
Shown when Blank lines is on; sets how many blank lines to print (whole number, minimum 1). The default is 5. |
Messages
Setting |
What it does |
|---|---|
Print job message |
When on, prints a custom message block on the job card |
Job message name |
Heading for the message; required when Print job message is on (up to 50 characters). The default name is Terms & Conditions. |
Job message text |
Body text for the message; required when Print job message is on |
Print job message is off by default.
Customer Items
Expand Customer Items to control whether customer items linked to the job appear on the job card.
Setting |
What it does |
|---|---|
Print Customer Item Details |
Master switch for the customer items section. When off, no customer item fields print. |
When Print Customer Item Details is on, you can include any combination of:
- Item #
- Item Key
- Description
- Item Type
- Purchase Date
- Created Date
- Serial
- Customer Contact
- Custom Fields
- Staff Code
Save Your Changes
- Select Edit on the page header.
- Change the settings you need.
- Select Save.
If you do not have permission to save, Infusion does not apply your changes and may show an authorisation error.
Job Card Settings apply to all job cards printed in your organisation after you save. Review a test print from a representative job before rolling out major layout changes to your team.
