Big Biller Help Center

Managing Job Order Records

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The Jobs Overview tab on a Company record displays a summary of the Open and On Hold Job Orders associated with that particular Company record
To view the Jobs Overview for a particular Company:
- Navigate to the appropriate Company Datasheet and click on the Jobs Overview tab
- When reviewing the Jobs Overview, you can sort the list by clicking on the column header of the criteria you wish to sort by
- Clicking on the Furthest Stage links will route you to the corresponding view on that Job Order’s Pipeline
- Clicking in the Candidates column of a Job Order in will display a quick snapshot of the candidates associated with that Job Order’s Pipeline

To reorder cards on a Datasheet, hover your cursor over the top left corner of a card you wish to move
- Click, hold, and drag the card to a new location
With the proper permissions, you can also create new custom cards/fields for your records
- To do so, navigate to Settings within the Side bar, click to expand the My Agency section and then select Manage Custom Fields
To inline edit a piece of information on a record, click the pencil icon in the top right corner of that card
In addition to the cards on the Datasheet, you’ll also find tabs for other parts of the record at the top of the screen:
- Attachments tab displays all documents/files that are attached to the record and allows you to add new ones
- Activities tab displays all open and completed Activities related to the record
- Record options drop-down gives you access to email, print, duplicate (C/J only), and delete the record

Expand the Sidebar and click on Settings
Click to expand the My Agency section and select Manage Custom Fields
Select the Record Type you wish to create the custom field(s) for
- Click the +Add a New Card button if you wish to create a new card
Click the Add Field link, enter a Field Label and then click Save
Choose the appropriate Field Type and add any appropriate Options
Click the Save button once complete

While there’s more than one way to correctly fill a Job Order using Big Biller, many users have mentioned that having a general workflow helps to provide a basic framework.
This workflow includes the major steps of the Job Order process. Please view the full article to click on each step and view the supporting documents for that topic.