Job Overview
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.
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.
The job options tab provides the ability to set several options for a job.
See Payment Terms, Discounts and Tax Computation.
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.
When viewing a job these options are displayed in the Job Information section.
Click on the Images/Files tab to manage images and files related to the job. See Images and Files.
PDFs can be created for a job. See Job Documents.
Click on the Appointments tab to schedule an appointment for job. See Scheduling Jobs.
If you've clocked in click the Start Timer button to start a timer for the job. See Timesheets.
