Job Management                                The Job Record                                         Job Toolbar

The Job Toolbar Defined

The Job toolbar is comprised of several functions buttons, most of which are typically used by the accounting department of your organization.  When creating a new Job, the buttons on the Job toolbar typically follow the following data entry flow: Work Order, Job System, Installs, Recurring, Materials, Job Costing, Commissions, Custom Fields, Tasks.

Once initial data entry has been performed for a new Job, the first button on the Job Toolbar, Sales Summary, will display all Install Charges, Parts on the Materials, and any Recurring Charges that have been entered.

Below are links to information on each button on the Job Toolbar; click on the link to jump to that topic or use the next page buttons at the bottom of each page to walk through each button on the toolbar.

10202

                                                            Page  1   of   58                              Next Page