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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?
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:
- Click the relevant form type from the left-hand menu
- 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.
Deleted forms
Deleted forms will not automatically appear on the Jobs tab.
To include deleted forms on the list:
- Select the relevant form type from the left-hand menu
- Click the box next to Show Deleted
How to recover a deleted form
To recover a deleted form:
- Click the Jobs tab on the client page
- Select the relevant form type from the left-hand menu
- Click Show Deleted
- Click on the deleted form number
- Click OK on the "Are you sure you want to restore this order item" popup