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  • View Job Details
    Opens the Job Details window. This displays details about the job including job number, description, project number, division, estimator, project manager, customer, job address, bill to customer, contract number, contract type, % complete, estimated hours, actual hours, user-defined 1, inactive status, certified payroll status, cost codes, and subcontractors.
  • New Appointment
    Opens the New Job Appointment window with the current Job Number, Customer Name, and Location Name defaulting in the window. See Viewing/Editing Working With Job Appointment Details.
  • Appointment Wizard
    Opens the Appointment Wizard with the Appointment Type defaulting to Job and Job Number defaulting to the current job. See Using the Appointment Wizard. You can also access the Appointment Wizard by double-clicking on a job in the Job Panel.

  • View Customer Details
    Opens the Customer Hub with the mouse focus on the current customer. See Viewing the Customer Tab.
  • View Location Details
    Opens the Customer Hub with the mouse focus on the current customer location. See Viewing the Location Tab.
  • Print Job Schedule
    Displays a report that displays the schedule for the current job. See Printing the Job Schedule by Cost Code Report.