Home > Managing Customer Information > Managing Jobs > Adding Jobs

Adding Jobs

Instead of just providing goods, your company may provide services in the form of projects or jobs. If you perform jobs for customers, you can manage them on the Jobs tab in the Customer Detail dialog box for each customer.

To add a job:

1. From the Brass Jacks Bookkeeper workspace, click the Manage Customers icon.  
2. In the Customer List dialog box, select the row for the customer.
3. Click Detail or double-click the row.
4. In the Customer Detail dialog box, click the Jobs tab.
5. On the Jobs tab, click Add.
6. In the new section that appears on the tab, type a name in the Job Name box.
   Each job must have a name.
7. Type descriptive information in the Description box.
   Each job must have a description.
8. Select a status from the Status list: Proposed, In Progress, Completed, or Closed.
9. Depending on the status, type a date (or click the arrow and select a date in the calendar) for the Started or Completed box.
10. Click OK.