Editing SMO Jobs
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Back to [[SMO]] main page | Back to [[SMO]] main page | ||
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=Overview= | =Overview= | ||
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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 | ||
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*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 | ||
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==='''Time'''=== | ==='''Time'''=== | ||
− | + | Assign a timeline for the job | |
− | + | *Start Time | |
− | + | *Hours | |
− | + | *Service Item: overtime, regular time, travel time, etc | |
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==='''Items'''=== | ==='''Items'''=== | ||
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==='''Custom Fields'''=== | ==='''Custom Fields'''=== | ||
− | Custom fields give the user the ability to create infinitely customizable documents containing text boxes, dropdown lists, tables, legends and more that are relevant to the specific task they assign | + | Custom fields give the user the ability to create infinitely customizable documents containing text boxes, dropdown lists, tables, legends and more that are relevant to the specific task they assign. |
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− | + | =Edit a Job= | |
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To edit an existing job click on a job reference number or title in the job list. That will bring up the following actions: | To edit an existing job click on a job reference number or title in the job list. That will bring up the following actions: | ||
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===Invoice and Pay=== | ===Invoice and Pay=== | ||
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===Email=== | ===Email=== | ||
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===Print=== | ===Print=== | ||
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