View jobs

If you have Jobs & Billing, instead of searching the Jobs area to see the current (open), recent and recurring jobs for a client, you can access this information via their profile in Contacts.

1. Click Contacts > Clients.
2. Locate and select the required client.
3. Click the Jobs tab, where you can:

• Click the row of a job to access it.
• Click Add job in the Open Jobs panel to add a new job.
• Click Add Recurring job in the Recurring Jobs panel to add a new recurring job.
• Click View All in the Last 10 Closed Jobs panel to see all your closed jobs.
• Click the delete ​ icon at the end of a row in the Recurring Jobs panel to delete a recurring job.