Jobs
The Jobs form is used to store all the detailed information about your jobs including address, phone, proposal information and other key information. You can be as detailed as you feel necessary since most of the fields are not required to be filled in. Jobs are normally used by service oriented companies to track contract work done for other companies.
You will notice at the top of this form five tabs, which help group the job information better. It is like having five forms connected together for each job. You will also notice that the Job ID, Description and Customer ID fields at the top of the form remain there in all the tabs so you always know what job you are working on when switching between the tabs. The five tabs are listed below and described in detail in other areas of the documentation.
The General Tab shows you general job information. see Jobs
The Detail Tab shows all other related job data that could not fit on the General tab. see Adding Jobs
The Fields Tab is used to store the names of different contact methods used like Phone, Fax, E-mail, Web Site, and any other contact information that you use. see User Fields
The Activity Tab shows you all the completed and scheduled activities for the customer. see Adding Jobs
The Notes Tab shows you a list of all the customer notes. see Job Notes
The Hours Tab is where you can process hours and invoices.
This form can be used to add or edit records in the job form. To add new jobs, simply click the New button at the bottom of this form. If you need to edit existing jobs, just select the record you want to edit and make any necessary changes to the fields for that record. For complete details on all the field descriptions for this form and a step by step guide on how to enter new jobs.
The record navigation buttons at the bottom of the form are used to move from one job to another. It also displays how many records are in the jobs form and what record you are currently on. Clicking on one of the four buttons will navigate you through your existing data. You may use the Find button to find a specific record.
There are several helpful options that can be set in the Company Preferences and Custom Setup forms to help make data entry easier and faster. One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The Ship To button will open the Job Ship To Location form where you can enter or view one alternative shipping location.
The Equipment button will open the Job Equipment form where you can enter or view the employee who have an Equipment loaned from the Company.
The Schedule button will open the Schedule Activity Form where you can record the activities of Employees.
The New button will clear the form to allow a new job to be added.
The Delete button will delete the selected jobs.
The Find button will enable you to Find jobs.
The Close button will close the Jobs form.
Press F1 or click F1-Help button in the Status bar for help on how to use the Jobs form.
Related Topics