Processing a Job

Once a Job has been created many other processes may be performed from the Job record.  This topic section explains and provides instructions on these processes.  Follow the topic links below for detailed instructions. Purchasing I...

Existing Documents and Scanned Documents may be attached to a Job record.  When documents are attached to a Job, they are stored in the Job documents folder on the Customer Explorer.  This article contains instructions on: Adding an existing docu...

Job Notes are entered and displayed from the Tools Toolbar / Notes button.  Notes entered into this form are also viewable from the Customer Explorer under the Site Job Notes and Customer Job Notes folders. When entering a new Job Note, you must se...