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Quick Menu Functions .................................................................................... 33 Description Search ....................................................................................... 33 Display Options ............................................................................................ 34 Action Options .............................................................................................. 35 Approvals................................................................................................ 42 Approvals for Payment.................................................................................... 43 Display Job Details on the Approvals Tab....................................................... 45 Accept, Approve or Dispute claims for Payment.............................................. 46 Clear Disputes on claims for payment............................................................. 47 Job History ............................................................................................. 48 Job History Details .......................................................................................... 49 View the history of a completed Job ............................................................. 49 Quick Menu Options ..................................................................................... 50 Export information to Excel........................................................................... 51 Job Billing............................................................................................... 53 Job Billing Details............................................................................................ 54 View the Billing details of a Job .................................................................... 54 Invoicing ................................................................................................. 55 View Jobs ready for Invoicing.......................................................................... 56 Invoicing Jobs by the FM ................................................................................ 57 Work Schedules ..................................................................................... 59 Work Schedule Details.................................................................................... 60 View a Schedule of Work ............................................................................. 60 View Schedule Details.................................................................................. 61 Budgets................................................................................................... 63 Budget Details ................................................................................................ 64 View Budgets ............................................................................................... 64 Troubleshooting ..................................................................................... 65 Error Messages............................................................................................... 66 Bugs ............................................................................................................... 66 How to enter a new Bug or Problem ............................................................. 67 View the ‘About’ screen................................................................................... 67 View the ‘New Features’ ................................................................................. 68 Reports.................................................................................................... 69 Report Details ................................................................................................. 70
