Editing SMO Jobs
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− | + | The jobs tab enables the user to view all of the jobs in SMO history, with the ability to look at jobs for all customers or jobs for one customer. Additionally, the user can choose to look at all the jobs for a single customer for all job sites associated with that customer, or simply the jobs for one job site. | |
− | + | The job list displays the following: | |
− | = | + | ==Jobs== |
− | The | + | *'''Reference Number''' |
+ | **A reference number or title for the job | ||
+ | *'''Date''' | ||
+ | **The due date for the job | ||
+ | *'''Status''' | ||
+ | **Status of the job: open, invoiced, closed | ||
+ | *'''Summary''' | ||
+ | **A short description of the job | ||
+ | *'''Action''' | ||
+ | **Buttons for the user to change the status of the job to invoiced or closed | ||
− | =Add New Job= | + | ==Add New Job== |
To add a new job: | To add a new job: | ||
#select a customer and job site from their respective dropdown lists | #select a customer and job site from their respective dropdown lists | ||
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You will have the following options: | You will have the following options: | ||
− | + | '''Job''' | |
*Reference Number: assign the job a title/number | *Reference Number: assign the job a title/number | ||
*Due Date: assign the job a due date | *Due Date: assign the job a due date | ||
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**Remember, your list of employees can be found under "Settings" > "Users" | **Remember, your list of employees can be found under "Settings" > "Users" | ||
*Status | *Status | ||
− | |||
*Job Contact: choose one of the contacts from the company that is relevant to the job | *Job Contact: choose one of the contacts from the company that is relevant to the job | ||
*Sales Person: Assign a salesperson from your list of employees | *Sales Person: Assign a salesperson from your list of employees | ||
*Summary: short description of the job | *Summary: short description of the job | ||
*Name and Signature: user can authorize the job with their name and signature | *Name and Signature: user can authorize the job with their name and signature | ||
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