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Jobs

1 - Overview of Jobs

Overview This tutorial introduces you to jobs and examples of how jobs can be used. What Is A Job? A job lets you group clients, events, invoices, projects, and mileage logs in one central location and track the status of a job from initial start to completion.…

2 How to change the Job Number

Overview This tutorial explains how the job numbering works and how to change it. How to get the next job number If the job number is 0 when a new job is created StudioCloud will automatically get the next highest job number. If there aren't any previous…

3 How to Create/Edit a Job

Overview This tutorial will show you how to create/edit a job, explain the job fields in the new/edit job window, and explain how to create a job from a client or event window. How to Create/Edit a Job Click on the Projects component Click on the Jobs tab…

4 How to Create/Edit A Pipeline

Overview This tutorial explains how to create and edit a pipeline. Table Of Contents What is a Pipeline Different Types of Pipelines How to Enable a Type of Pipeline How to Create/Edit a Pipeline How to Add Pipeline Stages To a Pipeline Pipeline Setup Options…

5 How to Use the Individual Pipeline View

Overview This tutorial explains how to access, use, and export pipelines and the resources associated with them. What is a Pipeline View A pipeline view is a way to view the resources associated with a pipeline in a column format. Each column header in a…