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Go to Service Management > Service Manager.
On the Service Manager window, after selecting select the customer and location, the . The Jobs indicator
displays is displayed if the service location has at least one an associated job.Select the Jobs indicator to open the Jobs At Service Location window. The window displays the following information:
Job Number
Description
Project Manager
Division
Status
Last Appointment Date
Appointment Number
Appointment Description
You can view additional information for each job:
Click on a job and choose Select to open the Job Maintenance window with the job auto-populating.
Right-click on a job to view the context menu. The available options may vary depending on the job. For example, the Open Job Appointments option won’t display on the menu if the job has no appointments.
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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