Jobs

A Job is a set of information about a House project that will be constructed for the customer after signing the contract. The Job allows you to collect all the essential information, including the following:

• general information about the customer
• information about key dates
• insurance details
• RFQ information
• draws
• change orders for the Job
• communication letters and documents
• produced electronic documents for signing
• warranty tasks
• documents shared with the customer

Viewing the Jobs List

1. To manage Jobs, on the navigational sidebar, select Jobs.
2. Once the Job Admin section expands, select Jobs List.

The Jobs page opens, as follows:

Here you can see the list of Jobs. For each Job, the following information is displayed:

Number	Number of the Job.
Customer	Customer who the Job is created for.
Site Address	Address of the Site where the Job is executed.
Contract Type	Type of contract with the Customer.
Status	Status of the Job. The status can take one of the following values:   Active Not Proceeding Finalized DPP

You can perform the following operation on Jobs:

• create Quick Jobs
• create and manage the Job Specifications
• create and manage Job Orders
• create and manage Job Change Orders
• create and manage Job Color Selections
• manage Job Estimate
• manage Job Financials