Who This Is For
Role requirements for this guide
Everyone on your team who can see a customer can see that customer's jobs and their history. Owners, admins and managers can change a job's status. Members can read jobs but not change them.
What You'll Accomplish
Know where every job stands
A job is the work you deliver for a customer. It starts on its own when the customer accepts their contract, so there is one job for each accepted contract and nobody has to create it by hand. Each job has a status, such as Not started, Scheduled, In progress or Complete. Your workspace may use its own status names; the steps below work the same way whatever they are called.
Step-by-Step Walkthrough
Four things you can do with a job
Find a job
Open Jobs from the Projects menu. Every job is listed with its customer, its status and when it last changed.
Pick a status above the list to show only the jobs in it, or All to show every job. Click a customer's name to open the job.
A customer's own page also has a Jobs panel listing that customer's jobs.
Move a job forward
On the job's page, click the Move to button for the next status. You only see the moves your workspace allows from the status the job is in now.
If a teammate changed the same job a moment before you, you see "Someone else changed this job. Here is the latest." The page shows the new status, and you can decide what to do next.
Correct a status
If a job was moved too far by mistake, click Correct status and pick the status it should go back to.
A correction always needs a Reason, so your team can see why the job went back. If the change does not save, your reason stays in the box so you do not have to type it again.
Read the history
Under the job, History lists every change, newest first: when the job was created, each move, and each correction with its reason, with who made it and when. Job changes also appear on the customer's timeline and on Activity.
Services
Split a job into the pieces of work inside it
Add services
A job can hold several pieces of work, such as Roofing, Framing or Siding. On the job's page, click Add service, give it a name and, if you like, a label your team will recognize, such as "Rear roof". You can also say which service it starts after.
Click Edit on a service to pick the crew or vendor from your Directory and set its start and end dates.
Move each service
Each service has its own status and its own Move to and Back to choices. Going back needs a reason, just like a job correction.
Once a job has services, the job follows them: it reads Approved while no service has started, In production once any service is under way, and Completed when every service is done. The Jobs list shows this stage and how many services each job has.
See the whole job
Switch the Services list between Table and Tree. The tree shows the job at the top with each service and its status underneath.
Added a service by mistake? Click Remove. It leaves the job's stage but stays listed, and Restore brings it back. Every service change shows up in the job's History.
Tip
Pro Tip
Corrections are part of the record
Tip