Jobs & Phases

Detailed information for the Jobs & Phases tab.

Jobs

Job table

With the job table you can see jobs that have already been created. If you click + New Job you will be able to create a new job by filling out the following window:

New job window

• Job #: Give the job a unique number

• Company: Name or ID of company job will be for

• Description: Give a brief description of the job here

• Active: If checked the job will be able to be included on orders

Phases

Phase table

To be able to see phases you must have a Job highlighted. If the Job was just created your Phase Table will be empty and you can hit + New Phase and fill out the following window:

New Phase window

• Phase: Can be alphanumeric and adjust to your company's needs

• Description: Brief description of the phase

Cost Types

Cost type table