Data Input for Add New Job/Project Screen
- Company - Customer/Client Name
- Contact - Contact person. Choose from the dropdown list or add a new contact name.
- Type - This is a user-definable value to help you categorize your Job records according to type. (Note: Go to Settings>Jobs/Projects>Job Types (section) and customize/define your Job types.
- Short Description - Any special note related to the Job.
- Job ID - An auto-generated number code.
- Status - Job status (select from the dropdown list).
- Job Orig Date - The date is auto-filled to current date, otherwise, click on the box then select the date the Job will commence.
Tabs
- Data Conversion
- Accounting Software
- Order Entry Software
- Using QuickBooks Online? (checkbox)
- Database
- Modules
- Pricing Method(s)
- Custom Pricing (checkbox)
- Audit Log
