Jobs tab on the Client Page

Learn more about how to track all client forms from the Jobs tab.

On this page:

What is the Jobs tab?

Deleted forms

How to recover a deleted form

What is the Jobs tab?

The Jobs tab shows each form you've created for a particular client, including opportunities, presentations, estimates, sales orders, and invoices. Purchase orders aren't listed in Jobs since they're not client-facing.

To view a specific form type:

1. Click the relevant form type from the left-hand menu 
2. Sort the list by selecting a header (form number, job number, etc.) to sort by

To view a form, click the hyperlinked form number to be redirected to the project.

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Deleted forms

Deleted forms will not automatically appear on the Jobs tab.

To include deleted forms on the list:

1. Select the relevant form type from the left-hand menu
2. Click the box next to Show Deleted

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How to recover a deleted form

To recover a deleted form:

1. Click the Jobs tab on the client page
2. Select the relevant form type from the left-hand menu
3. Click Show Deleted 
4. Click on the deleted form number
5. Click OK on the "Are you sure you want to restore this order item" popup

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