The initial list shows the list of jobs copied from QuickBooks.
To view the list of jobs, click on the Jobs link.
New Job
To create a new job, click on the New Job link.
Field List
| Job Id | A unique string for this job. |
| Location | Select the location for this job from the location picker. See below. |
| Work Time | The time to be spent at the location in hours and minutes. |
| Delivery Weight | The weight of product to be delivered. If a service is being provided, enter zero. |
Location Picker
To refine the list shown, enter all or part of the location name, city or state in the Find box.
Then click on Select link to select a location.
Unassign All
Click on the Unassign button to remove the jobs from the trips.
Get Jobs from QuickBooks
Watch this video for the step-by step process.
To get the invoices and estimated from QuickBooks, click on the Get Jobs from QuickBooks link.
After verifying that the connection is valid, click on the Get Jobs button.
The results of the copy are shown.
Edit
Jobs copied from QuickBooks invoices and estimate cannot be changed.
To change the job data, click on the Edit link.
The Edit Job form will be displayed. This form is identical to the New Job form, except that a Delete button is shown.
To save the job data, click on the OK button.
To delete the job, click on the Delete button.