Selections

Job Type

Select the type of jobs to display:

• Normal - Jobs that can have costs loaded.
• Standard - Job estimates that can be incorporated into other jobs, without costs loaded.
• Quote - Job quotes, without transactions.

Job Status

Select the status of documents to display from:

• Hold
• Active
• Complete

Display Inactive

Inactive Jobs are usually hidden from view with the financial information and history retained for reporting.

Selected, Inactive records are shown.

Clear, Inactive records are hidden from view.

Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Create a new Job for the Customer. Opens JC Job.

Open details (F12)

Open the selected Job in JC Job.

Print (Ctrl+P)

Print a report of the jobs displayed in the grid.

Filter / Sort list (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Refresh (F5)

Refresh changes other users may have made.

Calculate Totals / Clear Totals
(Alt+=)

Toggle on/off total calculation for the list fields where Total is selected in grid customisation.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.