Job Workspace

When you open a Job, the Job Workspace displays. The Summary tab initially displays.

Summary

The Summary tab provides a snap shot of the Job Details. You can also update the Job State from the Summary tab.

You can click the Open job in XPM icon on the Summary tab (in the top right-hand corner of the Job Details pane) to open the job in Xero Practice Manager.

You can also enter the details of a Phone Call, File Note or Meeting related to the Job directly from the Job Summary tab. These are entered in the same way as on the Client - Summary. Refer to the section Recording Client Interactions.

Documents and Tasks at the bottom of the Jobs - Summary list the most recent documents and tasks for that job. You can edit these from the Clients - Summary.

Details

If you have set up Custom Fields for Jobs in your Xero Practice Manager these display on the Job - Details tab in FYI. You can add one or more Job Custom Fields as columns in the Jobs List and use this to sort and filer the Jobs List.

Documents

The Documents tab lists any documents that have been filed under that job.

Tasks

The Tasks tab lists any tasks that have been created for any documents under that job, or any stand-alone tasks that have been created and filed under that job.

XPM Milestones and XPM Tasks

These tabs display the XPM Milestones and XPM Tasks from Xero Practice Manager.

Processes

The Processes tab lists any Automations and Custom Processes that have been set up to run manually and that can be run for a selected client. 

The process is run in the same way as from the Client - Processes tab (refer to Custom Processes). When you are prompted to select the Job under which to file any documents created by the process. the currently selected Job displays as default.

Comments

The Comments tab lists any Comments that have been added to the job.

Process History

The Process History tab lists activities that have happened on the job, such as any processes that have run against the job.