Products Tab on Job Profile


In this article, we will discuss the Products tab within your job profiles. To customize your available products, use the Products link in your main Settings menu. 

Locating the Products Tab:

To locate the products tab, start by navigating to an existing job profile. Within the profile, there will be several tabs pertaining to the job's data, submittals, description, etc. The Products tab is located within this horizontal list of tabs (You may need to scroll right to see it).


Assigning Products:

Once open, the Products tab will display any currently assigned products under the given job along with the action button to assign new products. To assign a new product select the Assign Product button and then select the product from the pop-up window. Once saved, the product will now be assigned to your job profile. 

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