Jobs

Getting Started with Jobs

• TRAINING Lesson #3 - Entering Jobs
• VIDEO Adding a Residential Job (1:33)
• VIDEO Adding a Commercial Job (1:59)
• VIDEO Finding Jobs (2:50)
• VIDEO Adding and Managing Jobs 22:53

Job File Components

• General & Surveys
• Department/Activities
• Contacts
• Documents
• Journal
• Schedule

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Working with Jobs

• New Jobs Tab
• Jobs Tabs
• Managing Jobs
• Job Flow Overview
• Job Flow - Phase 1
• Job Flow - Phase 2

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Working with Documents and Images

• Managing Documents
• VIDEO - How to create a document template with merge fields
• Offcie 365 - Setup
• Office 365 - Working with Documents
• VIDEO Collecting Secure Digital Signatures (19:26)
• Copying a Template Which Contains Merge Codes

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Working with Equipment/Inventory

• Equipment Overview
• Manual Equipment Tracking
• Manually Associate Equipment with Jobs
• Manually Mark Equipment as Returned
• Inventory/Materials Tracking

Setting up Budgets for Jobs

• Budget Overview
• The Budget Screen
• Working With Your Job's Budget
• Importing Xactimate Estimate into Chronicle's Budget