Editing Jobs

You can edit a job from several places:

The Jobs tab of a Customer record. Double-click the job you want to open.
The Calendar. Navigate to and select the date on which the job is located. Either double-click the job or right-click the job and select Open Job from the pop-up menu.
The Dispatch Board. Right-click the job and select Job Record from the pop-up menu.

Note!

Note:
If you are opening a schedule (a recurring job), the Open Schedule dialog box appears. This dialog box prompts you to select which record you want to edit:

Open this Job. Select this option button to open the individual visit you just selected.
Open the Schedule. Select this option button to open the schedule of all of the job's visits.

Click OK. The appropriate record appears.

Once the job is open, make your edits on the appropriate tab of the job record. For details, see the corresponding sections:

When you are done editing the job record, click Save and Close. Your edits will be saved and the record will close.