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  1. Chronicle Help Center
  2. Jobs

Jobs

Those things we do.

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
See all 14 articles

Working with Jobs

  • New Jobs Tab
  • Jobs Tabs
  • Managing Jobs
  • Job Flow Overview
  • Job Flow - Phase 1
  • Job Flow - Phase 2
See all 46 articles

Working with Documents and Images

  • Managing Documents
  • Offcie 365 - Setup
  • Office 365 - Working with Documents
  • VIDEO Collecting Secure Digital Signatures (19:26)
  • Copying a Template Which Contains Merge Codes
  • Adding or Importing Documents
See all 26 articles

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
Chronicle Help Center