In the Jobs section, you can edit, duplicate, or delete jobs. Here’s how to perform each action:
How to Edit a Job
Open the Jobs Table:
Navigate to the Jobs section from the main menu.
Find the Job:
Locate the job you wish to modify.
Edit the Job:
Click on the three dots (•••) next to the job’s name.
Select Edit from the dropdown menu.
Update the Necessary Fields:
Modify the job details such as Job Type, Job Date, Representative, Moving Size, Property Type, and any additional details.
Save Changes:
After making your changes, click Save to update the job.
How to Duplicate a Job
Open the Jobs Table:
Go to the Jobs section.
Find the Job to Duplicate:
Locate the job you want to duplicate.
Duplicate the Job:
Click on the three dots (•••) next to the job’s name.
Select Duplicate from the dropdown menu.
Adjust the Duplicated Job:
A new job record will be created with the same details. You can now edit specific fields such as job date, representative, or moving size.
Save the Duplicated Job:
Click Duplicate Job to finalize and save the duplicated job.
How to Delete a Job
Open the Jobs Table:
Navigate to the Jobs section.
Locate the Job to Delete:
Find the job you want to remove.
Delete the Job:
Click on the three dots (•••) next to the job's name.
Select Delete from the dropdown menu.
Confirm the Deletion:
Confirm the deletion when prompted. The job will be permanently removed from the system.
Note: Deleting a job is irreversible. Make sure you no longer need the job details before confirming the deletion.