The Job Panel displays a list of the available jobs. You can quickly view high-level details about the job. A context menu is available by right-clicking on a specific job that gives you the ability to view more details about the job, customer, and/or location, or you can open the Appointment Wizard or create a new job appointment. The context menu also provides you with the option to print a Job Schedule. You can minimize the Job Panel by clicking the arrow in the panel title bar.
Enabling the Job Panel in Settings
The Job Panel setting option is only available if you have Signature Job Cost registered.
To enable the Job panel:
In Schedule, select the menuicon and then select Settings.
Under Global Options, mark Show Job Panel.
Select Save.
Using the Job Panel
The Job Panel displays the following information for each job:
Job Number
Job Description
Customer Name
Location Name
Division
Project Manager
Contract Type
Job Start Date
Job End Date
Searching for a job
Use the Search field at the top of the Job Panel to search for a specific active job. You can search by job number, job description, customer name, location name, division, project manager, or contract type.
Using the context menu
Right-click on a job in the panel to view the context menu.
The following options are available:
View Job Details Opens the Job Details window. This displays details about the job including job number, description, project number, division, estimator, project manager, customer, job address, bill to customer, contract number, contract type, % complete, estimated hours, actual hours, user-defined 1, inactive status, certified payroll status, cost codes, and subcontractors.
New Appointment Opens the New Job Appointment window with the current Job Number, Customer Name, and Location Name defaulting in the window. See Viewing/Editing Job Appointment Details.
Appointment Wizard Opens the Appointment Wizard with the Appointment Type defaulting to Job and Job Number defaulting to the current job. See Using the Appointment Wizard.
You can also access the Appointment Wizard by double-clicking on a job in the Job Panel.
View Customer Details Opens the Customer Hub with the focus on the current customer. See Viewing the Customer Tab.
View Location Details Opens the Customer Hub with the focus on the current customer location. See Viewing the Location Tab.
