Using Serviceable Units in Jobs

The list of serviceable units entered on the Details tab in the Job Management window is a short list of units that can participate in the job. One of these units is the default. Change the default by right-clicking another unit and selecting Set as Default.

You can also add existing serviceable units to the job by right clicking in the grid and selecting Assign Serviceable Unit, and then selecting from a search screen. Remove a unit from the job by right clicking it and selecting Unassign Serviceable Unit.

Assigning Job Lines to Serviceable Units

When the Serviceable Units module is installed, you can use the Select visible columns function to show the Serviceable Units column on the Timesheet, Costs, and Invoice tabs.

To change the serviceable unit on a line, enter ? in this column and press Tab. Then, select a Serviceable Unit.

Note: Lines added to a job are automatically be tagged to the default serviceable unit listed for the job.