When clicking the Method Jobs app, you will be taken to the Method Jobs List screen:
Above the grid are Insight Blocks which gives you a quick overview of your Mehthod Jobs:
New Requests: Method Jobs with a status of "New Request"
Selecting this insight will filter the list to new requests.
Needs attention: Method Jobs with a linked visit with a status of Cancelled.
Selecting this insight will filter the list to Method Jobs needing attention.
Outstanding payments: Method Jobs with linked transactions past their due dates.
Selecting this insight will filter the list to Method Jobs with outstanding payments.
Unscheduled visits: Method Jobs with visits not scheduled in the Schedule app.
Selecting this insight will take you to the Schedule app to schedule the visit.
Above the grid are the view filters for your list of Method Jobs:
Active
Closed
Cancelled
All
New requests
Needs attention
Outstanding payments
In Progress
View a Method Job
Viewing a Method job will display all the details set when it was first created. These details can be changed by clicking the Edit button.
Beside the Job title is the status for the Method job. Again, this can be changed via the Edit button.
Similar to the Customers & Leads app, on the right side of the screen is the Method Job's App Ribbons.
All records associated to this Method job will show up here. This includes:
Estimates
Work Orders
Invoices
Purchase Orders
Of course, these will only show if you have permissions to these apps.
Creating a work order or any of the above transactions will associate it to the currently viewed Method job.