Jobs
The Jobs tab will be your home for any necessary job changes or additions. There are a lot of different things you can do on this tab, and this section help you get comfortable creating Jobs!
- How to add a job
- How to request and award bids
- How to enabled Tracking / Costing features
- How to view your jobs on the map
- How to update a job type
- How to update a job stage
- About Job Numbering
- How to edit a job
- How to filter or sort your jobs
- How to calculate job costs
- How to print a Job order
- How to track time to a job
- How to add or remove a user to/from a job
- How to update who a job is assigned to
- How to add or remove a sales rep on a job
- How to add vendors to a job
- How to award a job to a vendor
- How to send a bid request in less than a minute
- How to add vendors to the job bid queue
- How to create a Quote from a Job
- How to manage bids
- Why should I use jobs?
- How to manage your job's files
- How to add notes to a job
- Add to your job's calendar
- How to archive or unarchive a job
- How to manually import specific job from data sync
- How to share a Job with other users
- How to delete a job