Page Comparison

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1. Go to Service Management > Service Manager.

2. On the Service Manager window, after selecting the customer and location, the Job Jobs indicator displays if 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. In the scrolling window, 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

   or right

   • .

   • Right-click on a job to view the context menu. The 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.