Job Management

Job Task

The Job Task page lets you view and update task information. The Job Task information is displayed under five tabs. Each tab covers different areas of information for the task.

If any of the fields mentioned in the steps below do not appear on your screen, that means that your organization is not using that feature of BuildPro. For any questions about this feature, contact your BuildPro administrator.

 

To see instructions for using each tab, click the tab name in the list below.

  • Use the Summary tab to perform actions based on the status of the task.

  • Use the Schedule tab to update job schedule information.

  • Use the Detail tab to update general task information.

  • Use the Items tab to view and add products to this task.

  • Use the Notes tab to view or add task notes.

 

To view additional information:

  1. Click the Job Name link to see the Job Actions page.

  2. Click the Stage link to see the Task List Summary page.

  3. Click the Order # link to see the Order Detail page.

  4. Under Checklist items, click the Add Defect link to open the Add Defect page, pre-populated with the task information.

You will only see this link if the InspectPro module is turned on and you have the PunchList role.

 

If the Trade Partner Survey module is turned on for your company, questions will appear when completing some tasks. These questions must be answered before the task (PO) can be completed. Answer each question by clicking the Yes or No radio button. Enter notes as appropriate.

 

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