Viewing the Jobs Tab
Jobs can be viewed in the Customer Hub.
Viewing Jobs
- To view the job(s) for a customer location, select a customer in the Customer Hub.
- In the details section of the Customer Hub, select the Jobs tab.
- Right-click a job and select from the following:
- Add Note - Opens the Job note window. See Working with Notes and Attachments.
- Add Attachment - Opens the Job attachment window.
- View Notes - Opens the Notes/Attachments window. (Displays if a note exists.)
- View Attachments - Opens the Notes/Attachments window. (Displays if an attachment exists.)
- View Job Details - Opens a display-only view of the job details with tabs for the cost codes and subcontractors.
- New Appointment - Opens the New Appointment window on the Schedule tab. See Creating Additional Appointments.
- Appointment Wizard - Opens the Appointment Wizard on the Schedule tab. See Using the Appointment Wizard.
Available Data Columns
The default columns that display are:
- Notes
- Attachments
- Job
- Description
- Project
- Division
- Project Manager
- Estimator
- Contract Number
- Contract Type
- Scheduled Start
- Scheduled End
- Estimated Hours
- Hours to Date
- Percent Complete
- User_Define_1
You can add any of the following columns:
- Bill to Customer
- Inactive
- Certified Payroll
- Billing Type
- Modified Date
- Modified User