Click on the Overview Tab.
This window is a basic overview of your job. It shows your client's contact and business information, as well as a job description, job number, job status and job nickname.
Job Nickname and Description
The Job Nickname lets you identify the job in Blinkbid. If you leave the nickname blank, Blinkbid will use the first 60 characters of your job description as the nickname.
Above the job description is a magnifying glass. If you click on it, it will give you an expanded window, so you can write a longer job description.
Although you can select your standard Currency under the Preference window, you can also change the currency at job level in the Overview window.
Job Notes
If you press command - ' , a window will pop-up allowing you to take notes on the job. All these notes are private for the user and will not show up when printed. However, if you are sharing a job, the other person will be able to see your notes.
If you would like to be taken to the contact card of the person you are working with in a particular job, press command-shift-a. This will take you to the address book and show you all the contact information for whatever job you are currently working on.
Duplicating a Job
When you duplicate a job, it will only duplicate everything that is visible. It will not duplicate estimate revisions or payments made on the job.
Foreign Item Catalog
Blinkbid enables users to utilize foreign item catalogues. If the foreign item catalogue language does not match the one in the job, Blinkbid will not allow you to add line items. If there is a problem, the Fixed Categories Language Parity will look at and match the job to the current item catalogue. Please use this feature with caution. If you are unclear, please contact Blinkbid Support.
Documents
The Documents Button enables users to store links to documents on their computer or to web site pages.
If you chose web, you will be asked for the URL, if you chose document, you will be asked to browse your computer for that document.
Once you find the document you want to link to , press Ok.
Now, anytime you click Documents, you will see a list of documents that you've associated with the job. Use the Delete Link Button or Add Link Button to manage this list.
Tax Method
The Tax Method Button lets the user select tax options for different jobs. This differs from the Tax and Agent Rate under your Preferences, because it allows for the tax method to be changed for a specific job.
Get Job Update
If users are already sharing a job with one another, and would like to update their information, all they have to do is click on the Get Job Update button. This will pull all new information from their shared job session.
Share Job Update
When another Blinkbid user wants to share a job with you, they will contact you with a 13 character share code that is generated when they upload a job to the Blinkbid server. To import the job into your copy of Blinkbid click on the Import Shared Job Button or press Command-Shift-N from anywhere in the application. You'll be prompted to enter the share code.
If you have more than one personality, Blinkbid will prompt you to confirm which personality you want the job to be added to. The job will be imported to the active personality.
NOTE: The job number that is used with the job is the one it was created with. This insures parity between artist, agent, and producer scenarios.
The Print Button allows you to create an envelope address or a cover sheet.