Numbering Jobs in the Estimator
Determining how to number your jobs may seem like an unimportant task in the grand scheme of things, but keeping a consistent system will allow users to quickly and easily route through their jobs in order to find just what they're looking for. If your company has a numbering system already in place, Estimator can accommodate it easily.
There are several ways to change a job's number after it's already been created, which will be elaborated on below. If your company does not have a standardized job numbering system, the due date for the job (Year-Month-Day) followed by a qualifier (Job A, Job B, or EARTH, WATER, etc.) is a useful metric.
Job Settings
Active jobs can have their numbers changed from inside the Job Settings menu.
Click on Active Job Information in the toolbar.
Inside the Edit Job window, edit your information in the Job Number field.
Click OK.
Job List
Job numbers can also be changed directly from the job list.
Click on the job number you wish to change and begin typing. Press Tab, Enter, or click away to have your change saved.
OR
Right-click on the job you wish to change, then click on Change. Finish making your changes by following the steps above.
Conclusion
Getting started with SharpeSoft is a breeze. Whether you are looking to create a new job or add one, SharpeSoft has got your back. We have the tools and expertise necessary to help you make it happen without breaking a sweat.
You can continue on to other helpful Fast Trax articles found in the Blog section. To learn more about this particular subject, consult your system Help manual, or just give us a call and we’ll be glad to walk you through it.
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