Basic Navigation

The Jobs page displays all the Jobs you have access to from PARCEL and RIMSCentral. It also displays Jobs you have created. The Jobs page is the default page within the Jobs application, loading automatically when you navigate to the Jobs app.

The Jobs sub-menu contains four items. Click an item to display Jobs that have that status:

• All Jobs: Displays all Jobs from PARCEL and RIMSCentral

• Not Started: Shows Jobs you have been awarded, but not yet started.

• In Progress: Jobs you have started.

• Completed: All completed Jobs.

Enter one or more characters in the Search Jobs search bar to filter the table by that search phrase. All columns except Status and Date are searchable.

Jobs are displayed in a table. For more information about viewing, sorting, and managing the table, refer to Table Capabilities.

Click Create to open the Create Job modal. Enter the Job information and click Create to create the Job. Note that fields with an asterisk are required.

After clicking Create, the modal will refresh and display a message stating “Job Successfully Created!”

• Click Start Research to start the Research project.
• Click Start Report to import the Report Writer job and property.
• Click Start CashFlow to open the project in the CashFlow application.
• Click Create Another to create another Job.
• Click Done to close the modal.

The RFPs page displays all the RFPs you have access to from PARCEL and RIMSCentral. It also displays RFPs you have created.

The RFPs sub-menu contains four items. Click an item to display RFPs that have that status:

• All RFPs: Displays all RFPs from PARCEL and RIMSCentral, as well as any RFPs you have created in the Jobs app.
• Needs Response: Shows RFPs you have received but not yet bid on.
• Submitted: RFPs you have bid on.
• Awaiting Acceptance: Jobs you have been awarded but have not yet accepted.

Enter one or more characters in the Search RFPs search bar to filter the table by that search phrase. All columns (RFP Number, Address, Property Sub Type, etc.) are searchable.

RFPs are displayed in a table. For more information about viewing, sorting, and managing the table, refer to Table Capabilities.

Click Create to open the Create RFP modal. The Create RFP modal contains three tabs:

• RFP Details: Enter information about the RFP and Property.
• Bid Details: Enter client and bid details.
• Completion:

Complete each tab in order, filling in all required fields before clicking Next to proceed to the next tab. 

Failing to fill in a required field before proceeding to the next tab causes a red error message to appear and flag the empty fields. Enter the missing information to continue.

In the example above, the RFP Name, State, Latitude, and Longitude fields have been flagged.