Job Main Properties

Use this screen to review general information about jobs, including the job location, pertinent phone numbers, primary customer, job status, and more.

Note: If the Workflow module is installed and active in this company, a workflow menu displays at the top of the info bar to guide you through the process of adding a new job. Complete the fields on this screen and click the Next button on the Workflow info bar to advance to the next step.

  • The Currently Assigned To You section shows all open job workflows assigned to you that require further setup. Click the tooltip icon to search current workflow assignments and switch to a different job.

  • If the workflow is overdue, the Due by date will be highlighted in red.

  • The Workflow info bar will display a short description of this step and instructions for this screen.

  • Click the tooltip icon to review history and add notes to this workflow.

  • If the next step will be assigned to another operator, the workflow will link to the new job assigned to the operator.

When the last workflow step is completed, the Job status will switch to 'Active'. Incomplete workflows will continue to display on the My Current Workflow Assignments dashboard app until completed.