| The Jobs page guides you to three different tasks. The first task involves setting up job defaults-custom fields that help you keep track of specific information about, for example, the localities where jobs are done or the people who supply your company with goods and services. Second, you establish data records for your jobs, including general information such as the customer for whom the job is done, the start and end date of the job, and the job supervisor. Third, you enter job beginning balances: the amounts of any outstanding invoices and payments for jobs performed.
While each page in the Setup Guide has a suggested order of operations, you are free to complete items on the checklist in any order you wish. Click the image of the task you want to complete. When you are finished, you'll be asked if you want to mark the task as complete, if it is not already marked. Select the Yes button, and a check mark appears in the Completed box below the task. You can still access options that are checked. The check mark just tracks your progress towards completing setup.
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