The Jobs window provides a comprehensive summary of all jobs associated with a specific customer. It serves as a centralised interface where you can efficiently manage job records without leaving the customer module.  Whenever a job is created in the system and linked to the customer’s record, the job details will appear here.

Reviewing Job Details

To access and review the details of an existing job:

1. Scroll through the list of jobs displayed in the Jobs window.
2. Locate the specific job you wish to review.
3. Double-click on the selected job entry. This action will open the job’s details, allowing you to examine its associated information, such as status, progress, assigned personnel, and any other relevant data.

This feature ensures you can easily drill down into the specifics of each job, providing valuable insights at a glance.

Adding a New Job

Creating a new job for a customer is a straightforward process:

2. Initiate the Process: Click the “Add New” button located in the Jobs window.

3. Pop-Up Window: The Add New Job Details window will appear, prompting you to enter the job-specific information.

   

4. Pre-Filled Customer Name: The system will automatically populate the customer’s name, ensuring consistency and accuracy in job assignments.
5. Enter Job Details: Complete the additional fields in the form, such as:
6. Job Description: Provide a detailed summary of the job, outlining its purpose and scope.
7. Assigned Personnel: Specify the team members responsible for the job.
8. Priority Level: Indicate the urgency or importance of the job.
9. Start and Due Dates: Set the timeline for the job to ensure deadlines are clearly defined.
10. Additional Notes: Add any other relevant information that may assist in the management of the job.
11. Save the Job: Once all necessary details have been entered, click “Save” to add the job to the system.