Jobs
Job Overview
10min
checkout our video for getting started with jobs be sure to also checkout our video for getting started with proposals and invoices a job (and its job details) represents work that is to be done or has been done for a customer jobs are very flexible in how they can be used job customer a job requires that a customer record be associated with the job a job can have a single customer address used for both the billing address and service location a job can have a single customer address used for billing and a different address listed for the service location of a particular job (in the case of a residential customer with a second home, for whom you service both properties) a job can have a single customer address used for the billing address and multiple service location addresses (jobs you do for a property management company with numerous rental units, for example) when creating a job, you can search for an existing customer or create a new customer to search for an existing customer, you can search by customer first/last name, phone, partial phone (last 4 digits), or a street address job options the job options tab provides the ability to set several options for a job see payment terms docid\ akjdll4y5rj5yswgudpph , discounts docid\ ahgdigxjbwi2llssocj7u and tax computation docid rhnzmi68tnfnrs0e1xzk po number and release number are both free form text fields that will be displayed on a proposal or invoice job tags can be used to add a tag identifier to a job job tags can be managed via picklists docid\ hyh5trhd8m8f2khmt1gcs when viewing a job these options are displayed in the job information section images / files click on the images/files tab to manage images and files related to the job see images and files docid\ nfe4wvg0cae8qocy8ppra proposal, work order and invoice pdfs pdfs can be created for a job see job documents docid 39f803gq94n5941ynuxcv appointments click on the appointments tab to schedule an appointment for job see scheduling jobs docid\ xonvwial2mw9pbtaow4tn timers if you've clocked in click the start timer button to start a timer for the job see timesheets docid\ a ypwvhj6abpwqeunb1s0
