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How to Update Application Status in MetProPlus
How to update the Application Status in MetProPlus? Within a application, please select the Business Process Flow (1). Next Use the Maginfying glass icon to expand the options (2) Select from the list of options (3)
How to Update Job Status in MetProPlus
How to update the Job Status in MetProPlus? In MetProPlus (MPP), a job can be in one of four possible states: Open, Cancelled, On Hold, or Closed. To modify the status of a job, follow these steps: Navigate to the 'Details' tab within a specific job ...
Change Orders Review (PM)
#1. Create a New Change Order Navigate to Jobs and locate the job record Click on the Change Orders tab to start or edit a change order Click on the +New Change Order to create a new change order or click on an existing CO Status show the current ...
Change Orders Review (Sales)
#1. View Submitted Change Orders Navigate to Change Orders to view list of submitted Change Orders Select Change Order views and click on Name to view details. #2. View Change Order Details Review list of services submitted by Project Manager. ...
How to add Job Contacts
How to add Job Contacts to a Job? To add a Job Contact to a Job: Navigate to the Job Contacts tab within a Job. Click the +New Job Contact tab to open the Job Contact form. In the 'New Job Contact' form: Enter the name or email address of a contact ...