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. See Working with Notes and Attachments.
   • View Notes - Opens the Notes/Attachments window. See Working with Notes and Attachments. (Displays if a note exists.)
   • View Attachments - Opens the Notes/Attachments window. See Working with Notes and Attachments. (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.

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Available Data Columns

The default columns that display are:

You can add any of the following columns:

• Bill to Customer
• Inactive
• Certified Payroll
• Billing Type
• Modified Date
• Modified User