Job Entry
Define default job settings and preferences, add a new job, see job details and take actions, import jobs from CSV or TMS, broker paperworks, document inbox, requesting contractor documents for a job
- Preferences: Set default job type as factored
- Preferences: Set default job type as non-factored
- Preferences: Set no payables in the jobs
- Add a new job
- Paperwork requirements— Billing and Supporting documents
- Bulk import jobs—from CSV
- Bulk Import Jobs—from TMS
- Import Review Page
- Requesting for contractor documents
- See and use the Document Inbox
- Add and manage job documents
- Add and manage job notes