Working with the Job Panel

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 allows you to view more details about the job, customer, and location. Alternatively, you can open the Appointment Wizard or create a new job appointment. The context menu also allows you to print a Job Schedule. You can minimize the Job Panel by clicking the arrow in the panel title bar.

Each page shows 200 jobs, sorted by job number. When you scroll down the jobs found in the Job Panel, a More button appears when you get to 200. Click the More button to display the next 200 jobs. If you use the Search field, the search clears the job list and retrieves and displays the first 200 jobs that match the search, and the pagination would continue using the search criteria.

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:

1. In Schedule, select the menu icon and then select Settings.
2. Under Global Options, mark Show Job Panel.
3. 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.
• Print Job Schedule
  Displays a report that displays the schedule for the current job. See Printing the Job Schedule by Cost Code report.