Job Resulting - Understanding Job Resulting Fields

Article Introduction

When marking a job as a Sale or No Sale, you may be required to complete additional fields. These fields are configured by your organization and are used to capture important details about the job outcome.

What Job Resulting Fields Are

Job Resulting fields are questions or inputs that appear when you select Sale or No Sale.

They are used to collect structured information about the job, such as:

• Financing details

• Follow-up requirements

• Other job-specific information

What You Will See

Each field will display:

• A label (the question or prompt)

• An input type (such as dropdown or text field)

The label is what you will use to understand what information is being requested.

Common Field Types

You may encounter different types of fields, including:

• Text → Enter a written response

• Dropdown → Select from predefined options

• Date → Select a date

• Time → Enter or select a time

The type of field determines how you provide your answer.

Required vs Optional Fields

Some fields may be required.

• Required fields must be completed before you can submit the job result

• Optional fields can be left blank

If a required field is not completed, the job result cannot be submitted.