The Job List can be located under Customer Info>Job List.
Creating and tracking Jobs in ESC makes reporting on the time and costs of large projects easy to do. Jobs can be associated with dispatches, invoices, quotes and even items on order, so that your Job reports can accurately calculate how profitable certain projects were for you and help you to make adjustments on future projects.
From the Job List, you can track down a single job or a group of jobs using specific search terms. You can select any job and view the information on it from the Details panel on the right; or double-click on the job to edit it in the Setup Jobs screen. You can even generate lists of jobs for printing or exporting.
Searching for Jobs
The Search panel on the Job List's toolbar has the ability to find your search criteria anywhere within the Job record. For instance, you can locate job by searching for the supervisor's name, the customer's name or by the address where the work is being performed.
Now, let's say you need to narrow the list down. This can be accomplished by using a combination of predefined Views, Refined Filters and the Search bar.
You'll find your predefined Views list on the left side of the screen. You may open this panel by clicking on the current View shown on the left side of your toolbar.
This list contains both default and custom-created views. To change the list of records you're currently working with, click on a new View in the panel.
If you need to further refine the list of records in the current view, you can do so by clicking on the Refine Filters tab at the top of your Details panel on the right side of the screen.
The Refine Filters section allows you to enter more specific criteria in order to narrow your list down to just the jobs or customers you wish to work with.
This view will show you a list of all Jobs that are currently active in ESC for all customers. This is the default view for the Job List.
Once a job has been deactivated, it will appear in this list and no longer appear in the Active Jobs view. It will also be excluded from the Job Search screen when using the Job field on various screens.
Jobs Starting This Month
All jobs in which the Start Date falls within the current calendar month will appear in this list. This makes it easy to see what you have in store for you this period.
Now you know how to sort through and search for particular jobs, but what can you do with the results once you have them? You can open the records for editing right from this screen, print a list and even export the results to an Excel spreadsheet.
Clicking the Add Job on the toolbar will open the Setup Jobs screen, where you can quickly add new jobs that will need to be tracked.
- If changes have been made to a record or the filters of a View, clicking the Refresh button will ensure you have the latest information available.
- The Export button will turn the current view - with all of its results - into a CSV file, which can be opened by a variety of programs. Primarily, you'll use this button to export the data to an Excel spreadsheet.
- The Print button will print the View and its results in a Landscape format. Only the columns that can be fit onto the printed page will be included, so make sure you narrow down your View to only the necessary information.
- The number of all records being shown in the current view will be displayed at the end of your toolbar. You may not always want specific item details when working in the Item List, but instead, you may want to know how many items fit your criteria.