Viewing the Jobs Tab

Jobs can be viewed in the Customer Hub.

Viewing Jobs

1. To view the job(s) for a customer location, select a customer in the Customer Hub.

2. In the details section of the Customer Hub, select the Jobs tab.

3. 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