Job Toolbar Overview and Topics

The Job toolbar is comprised of several functions buttons, most of which are typically used by the accounting department of your organization. 

When creating a new Job, the buttons on the Job toolbar typically follow the following data entry flow:

  • Work Order
  • Job System
  • Installs
  • Recurring
  • Materials
  • Job Costing
  • Commissions
  • Custom Fields
  • Tasks

Once initial data entry has been performed for a new Job, the first button on the Job Toolbar, Sales Summary, will display all Install Charges, Parts on the Materials, and any Recurring Charges that have been entered.
 

Below are links to information on each button on the Job Toolbar.

Sales Summary

Work Order

Job System

Approvals

Tasks

Installs

Recurring

Materials

Job Costing

Commissions

Custom Fields