Jobs can be viewed in the Customer Hub.
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Viewing Jobs
- To view the job(s) for a customer location, choose a customer in the Customer Hub.
- In the details section of the Customer Hub, choose the Jobs tab.
- Right-click a job and choose from the following:
- Add Note - Opens the Service Call note window. See Working with Notes and Attachments.
- Add Attachment - Opens the Service Call attachment window. See Working with Notes and Attachments.
- View Notes - Opens the Notes/Attachments window. See Working with Notes and Attachments. (Displays if a note exists.)
- View Job Details - Opens a display-only view of the job details with tabs for the cost codes and subcontractors.View Attachments - Opens the Notes/Attachments window. See Working with Notes and Attachments. (Displays if an attachment exists.)
- View Job Details - Opens a display-only view of the job details with tabs for the cost codes and subcontractors.
- New Appointment - Opens the New Appointment window on the Schedule tab. See Creating Additional Appointments.
- Appointment Wizard - Opens the Appointment Wizard on the Schedule tab. See Using the Appointment Wizard.
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Available Data Columns
The default columns that display are:
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You can add any of the following columns:
- Bill to Customer
- Inactive
- Certified Payroll
- Billing Type
- Modified Date
- Modified User