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Use the Jobs At Service Location window to view any jobs associated with the service location selected on the Service Manager window.

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To access the Jobs At Service Location window:

  1. Go to Service Management > Service Manager.

  2. On the Service Manager window, after selecting the customer and location, the Job indicator job-history.png displays when the service location has at least one associated job.

  3. Select the Jobs indicator to open the Jobs At Service Location window. The Jobs At Service Location window defaults to display active jobs. You can change this view to display all, active, inactive, or closed jobs by selecting the View drop-down above the scrolling window.

  4. The scrolling window displays the following information:

    • Job Number

    • Description

    • Project Manager

    • Division

    • Status

    • Last Appointment Date

    • Appointment Number

    • Appointment Description

  5. Click on a job and choose Select to open the Job Maintenance window with the job auto-populating or right-click on a job to view the context menu:

    • Open Job Maintenance: Opens the Job Maintenance window with the selected job auto-populated. For more information, see Job Maintenance.

    • Open Job Status: Opens the Job Status window with the selected job auto-populated. For more information, see Job Status.

    • Open Job Appointments: Opens the Appointments window with the select job’s appointment information auto-populated. Additional appointments are displayed in the Appointment View section. See Scheduling Job Appointments.

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