Job Management

  • Job Statuses

    Job statuses show where a job is in the job management process. You can create and update job statuses from the Event/Job/Booking Status screen. S...

  • Job Indicators

    Job indicators are used to indicate the source of the business for a job. This information is often used for reporting purposes. Add a Job Indicato...

  • Job Rankings

    You use job rankings to help prioritize jobs. You can sort by the assigned ranking to determine the order to complete jobs.  Add a Job Ranking Cli...

  • Job Function Statuses

    Job function statuses are used to indicate where a function is in the overall process. You can create and update job function statuses from the Eve...

  • Job Cancellation Reasons

    You can track and report cancelled and lost business trends related to jobs using Job Cancellation Reasons. When you cancel a job, you can select a...

  • Configure Aging Bucket for Jobs

    The Job Master window has a column called Aging Group. This column will show how many days a job has aged based on the end date. The values that ap...

  • Facility Maintenance / Job Management Basics

    The Facility Maintenance / Job Management module allows you to reserve spaces for maintenance or other reasons to prevent accidental overbooking of...