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  • Job List Report

    The Job List report provides a summary of projects, including key project information such as client, project description, status, owners, office, dates and financial details. Filter and group projects in a variety of ways to produce project registers, review active or completed work, and export project information for reporting or analysis.
  • Job User Defined Fields

    In Abtrac, User Defined Fields—also known as custom job records—help you track key job data like consent dates, document status, or anniversary months. These fields can be added to the Clients and Jobs Search page for quick filtering and linked to invoices for added details in the Invoice Management screen.
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