This tab provides contact information related to the lot/job. This tab is where the supervisor is set, which is required if the job is intended for download to a wireless device.
From the Setup menu, selectJobs. Or, click the 
Jobs icon on the Setup toolbar.
Select the specific job using the Jobs Toolbar.
Click the Contacts tab.
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Each field that is mapped to, and synchronizes with, Sage Timberline Office Job Cost will be identified by the |
Populate each field as desired for the particular job:
Supervisor - Supervisor is defined as the specific employee responsible for keeping the construction process on time and maintaining the schedules in the field. The supervisor may also be known as the superintendent or builder. The title of this field may be defined by the client to accommodate the different job titles that are used within the construction industry. Only jobs that have been assigned to a supervisor will display in the list of jobs on the Palm® or BlackBerry® device. To set the supervisor, use any of the following options:
Click the 
Synchronize to Timberline icon to synchronize this field with Job Cost.
Or, click the drop-down arrow and select a system user from the list.
Or, type the name of the supervisor in the field.
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The title of the Supervisor field is a Custom Description field that may be defined by the user. (See Custom Descriptions - Timberline Integration. The field type for this particular field is HMS_Supervisor and the default description is Supervisor.) See Assign a Supervisor to the Job. |
Supervisor E-mail - The e-mail address for the supervisor assigned to the selected job.
E-mail Purchase Orders to Supervisor as well as Supplier
Checked - Each purchase order will be sent to the address in the supervisor e-mail address field at the time the purchase order is sent to the supplier.
Not Checked - Only the suppliers will receive purchase orders.
Project Manager - The name of the project manager.
Field Supervisor - The name of the field supervisor.
Estimator - The contact responsible for estimating the labor, materials, and costs for the selected job. The Estimator is imported from Sage Timberline Office Job Cost or from a Sage Timberline Office estimate. See Field Mapping to Timberline, Master Job Synchronization Settings and Estimate Cover Page. The name of the estimator for the job may also be entered manually within this screen.
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The title of the Estimator field is a custom description field that may be defined by the user. See Custom Descriptions - Timberline Integration. The field type for this particular field is HMS_Estimator and the default description is Estimator. |
Sales Contact - The name of the sales contact in this field.
User Contact1 andUser Contact2 - These two fields are user-defined and can be used to store information for any additional contacts within these fields.
Click the 
Save icon to save any changes entered manually. Click the 
Cancel icon to cancel any changes entered manually.
Synchronize This Job with Timberline
Synchronize Job Field with Timberline
Share All Job Information with Job Cost
Master Job Synchronization Settings
