Viewing the Jobs tab
Jobs can be viewed in the Customer Hub.
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 View Job Details to open a display-only view of the job details with tabs for the cost codes and subcontractors.
Column Tool - Select to display a list of available columns to display/hide. Mark to display the checkbox, unmark to hide.Filtering and sorting data
Buttons on this window
Button Description Find - For information on locating records in the Customer Hub using the Find icon, see Locating a record using Find. Clear Filter - Choose to clear the current search results filters. Refresh - Reloads the results from the database. Export - Select to export all data or selected rows. This icon displays for the main Customer Hub list as well as some of the detail tabs (Open Appointments, Service Calls, Equipment, Contacts, Contracts, and Jobs)
Available data columns
The default columns that display are:
- Job
- Description
- Project
- Division
- Project Manager
- Estimator
- Contract Number
- 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