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Kimberly Onnen

Kimberly Onnen

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  • View more details about the job, customer, or location.
  • Open the Appointment Wizard.
  • Create a new job appointment.
  • Print a Job Schedule by Cost Code report.


Info
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The Use Job Panel option displays if:

  1. Signature Job Cost is registered. If Signature Job Cost is not registered, the Use Job Panel option does not display in Global Settings or the User Profile window.
  2. The user role the employee is assigned to has access to job appointments. (Administration > User Roles) If the user role cannot access job appointments, the Use Job Panel option in the User Profile window does not display.

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

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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

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Context Menu

Right-click on a job in the panel to view the context menu.

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