Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Easy Find and Replace: {"id":"91e7fcd7-f6a2-47a5-b0f4-b52287cde72e","find":"/hamburger menu/i","replace":"menu","search-type":"case-insensitive","replace-title":false}

Jobs can be viewed in the Customer Hub.

Table of Contents

Viewing jobs

  1. To view the job(s) for a customer location, choose a customer in the Customer Hub.
  2. In the details section of the Customer Hub, choose the Jobs tab.
  3. Right-click a job and choose View Job Details to open a display-only view of the job details with tabs for the cost codes and subcontractors.

Insert excerpt
Using the Customer Hub
Using the Customer Hub
nopaneltrue

Available data columns

The default columns that display are:

Column
width33
  • Job
  • Description
  • Project
  • Division
  • Project Manager
  • Estimator
  • Contract Number
Columnwidth33
  • Contract Type
  • Scheduled Start
  • Scheduled End
  • Estimated Hours
  • Hours to Date
  • Percent Complete
  • User_Define_1

You can add the following columns:

  • Bill to Customer
  • Inactive
  • Certified Payroll
  • Billing Type
  • Modified Date
  • Modified User