Help

JobGetsDone

Menu
Home Sign In
  • Use side menu to swiftly navigate through help topics.
Customers

Use this area to manage your customers and store their contact information. Whether they are individuals or companies, just keep them organized for easy access in the future.

Customer List

"Customer List" tab shows the list of all your customers. Selecting a row in the table will enable "Customer Details" tab.

To sort table rows, click the header of the column that you want to sort by.

Use "Customer Search" text box in the footer to filter table rows and only show those that mach your filter criteria.

Use New button to create new record, Edit link to go to record details and Delete link to remove.

Customer Details

"Customer Details" tab shows details for the customer currently selected in the "Customer List" tab. Specify Name, Company, Contact Info, Address and Notes. You may use Nickname field to identify your customer if you prefer it over contact's full name.


denotes required field.

    Screen commands:
  • New
    Select this command to create a new record.
  • Edit
    Click on this link to start modifying existing record.
  • Save
    Click to save current item.
  • Delete
    Click to delete selected or current item. You will be prompted to confirm your action.
  • Print
    Click on this link to print current record.
  • Email
    Click on this link to send current item via email.
  • Help  
  • How it works
  • Job Posting

    • Job Alerts
    • Job Posts
    • Advertisements
  • Invoicing

    • Invoices
    • Reports
  • Inventory

    • Customers
    • Tasks | Operations
    • Selling Products
    • Offered Services
    • Labor | Employees
    • Parts | Materials
    • Other Expenses
  • Manage Account

    • Profile
    • Services
    • Billing
    • Payments
    • Orders
Sign in

Use External Login

Sign in with Google Sign in with Facebook Sign in with Windows Live

Share

Google Facebook Twitter Email

Shopping Cart Shopping Cart (0)
FAQs Contact Privacy Terms

Switch to Desktop view