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Knowledge Base

Technical tips, helpful recommendations, pointers and fixes.

Creating a New Estimate in Job Manager

By Brian Kerr 2013-02-21

Job Manager allows you to easily and quickly create new Estimates for your customers.

Creating a New Customer in Job Manager

By Brian Kerr 2013-02-15

Creating a new customer in Job Manager is a very easy process.

Establishing the Administrator settings in Job Manager

By Jim Livesay 2013-02-15

Once you have installed Job Manager it is important to establish the administrator settings.

Creating Users, Groups and setting Permissions in Job Manager

By Jim Livesay 2013-02-15

Job Manager gives the administrator the ability to allow groups of users a variety of permissions including to view, create, modify and delete content in the all the areas of Job Manager. Those areas are Jobs, Customers, Analysis, Production, Invoices and Estimates.

Code 39 Barcode in Virtual Ticket or Job Manager Forms

By Justin Bierman 2011-03-18

This solution describes how to use the Code 39 barcode format in Virtual Ticket or Job Manager forms.

How to Bill All Closed Jobs

By Justin Bierman 2009-07-22

This article displays a scripted method for setting a billed status to all closed jobs.

Using the Contains Condition with Workgroups Portal Quick Searches

2009-06-04

This article describes how to use the contains condition with the Workgroups Portal Quick Searches.

Using the Remember Me Checkbox to Remember the User Session

2009-06-04

This article describes the purpose of the Remember Me checkbox, which appears on the Workgroups Portal login screen.