Projects & Jobs
Creating projects, scheduling jobs and managing job records.
The project register
Searching projects, reading the columns and sorting by activity.
Creating a project
Project details, why coordinates matter and creating projects inline.
The project workspace
The metric strip, project location and the five related record tabs.
The job register
Searching jobs, reading the columns and where else jobs appear.
The job detail panel
Header actions, overview, files, comments, ground logs and related records.
Emailing a client about a job
Using the scheduled-job email template and what the client receives.