Contact Information

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Job Information - This group of fields is used to access the required job fields for the preliminary notice form.  In addition, the job selection is used to automatically fill in the all associated fields for the Construction Lender, Owner, Contractor, and the Customer provided that they are set up on the job.  Information may be entered into these fields manually if the contact information has not yet been set up on the job.

 

Job
Select the desired job from this drop down list.  Once a job is selected, all associated job fields and contact information will be updated.

 

Open Jobs Only
Use this option to filter the job lookup control to only list active jobs.  Closed jobs will not be included if this option is checked.

 

Lookup By Job Name
Use this option to lookup the job by the job description instead of the job number.