Who & Where Tab

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This article will cover the "Who & Where" tab on the full Job screen (pictured below), and is broken into the following parts

1. Who: Customer & Contact Fields

2. Where: Job Address Fields

Who & Where Tab on Desktop

This is the Who & Where Tab.

It contains information related to who the customer is, who site contacts are, and where the job will take place.



1. Who: Customer & Contact Fields on Desktop

The below fields cover the jobs customer and contact info, as well as lead source, sales rep, and job category. See Job Who Fields for more info.


2. Job address on Desktop

The below fields cover the Job address. See Job Address for more info. 

 

Who & Where Tab on Portal

This is the Who & Where Tab.

It contains information related to who the customer is, who the site contacts are, and where the job will take place.

1. Who: Customer & Contact Fields on Portal

The below fields cover the jobs customer and contact info, as well as lead source, sales rep, and job category. See Job Who Fields for more info.

2. Job address on Portal

The below fields cover the Job address. See Job Address for more info.