Jobs

Click Jobs in the main menu to see every job you can see.

• Click a stage at the top, such as Scheduled, to only show jobs at that stage. The number shows how many there are.
• Click All to show every job again.
• Click a job to open its job card.

To download your jobs as a spreadsheet, pick the dates under From and To, then click Export CSV. A CSV file opens in Excel, Numbers or Google Sheets.

Every job has a stage, also called its status. It shows where the job is up to.

• Enquiry: someone has asked about work. You haven't quoted yet.
• Quoted: you've sent a quote.
• Scheduled: the work is booked in.
• In progress: someone has started the work.
• Completed: the work is done.
• Invoiced: you've sent the invoice.
• Paid: the invoice is paid in full.
• Cancelled: the job isn't going ahead.

Some stages change by themselves:

• Sending a quote moves an enquiry to Quoted.
• When the customer accepts the quote, the job moves to Scheduled.
• Sending the final invoice moves the job to Invoiced.
• When the final invoice is paid, the job moves to Paid.

1. Open the job.
2. Click the round menu button at the bottom right of the screen.
3. Click Settings.
4. Pick the new Status.
5. Click Save changes.

You need to be office staff, an admin or the owner.

1. Click Jobs, then the round + button at the bottom right. Or click the round + button on the dashboard.
2. Type a Job name, for example "Switchboard upgrade".
3. Add a Description if you like.
4. Pick the Status. Most new jobs start as Enquiry or Scheduled.
5. Under Customer, pick Existing customer and search by name or phone, or pick New customer and type their details.
6. Under Where is the job?, pick one of the customer's sites or A new address. Start typing the street and pick the address from the list.
7. Tick Save the job's address to this customer for next time if you'll go back there.
8. Under Who can access this job, tick the people working on it.
9. Pick the date and time under Scheduled for.
10. Click Create job.

The job card is the first page you see when you open a job. It shows:

• the Customer, with Call and Text buttons
• Job details: when it's scheduled, who created it, and who has access
• the Address, with a map and Directions
• boxes for Notes, Checklists, Materials, Photos and Files. Click a box to open it.
• Quotes and invoices for the job
• Who worked on this, with the time each person logged
• Recent activity

Text opens the messages app on your phone with the customer's number filled in. It doesn't use your text allowance.

Every job has its own menu. Click the round menu button at the bottom right of any job page to open it. From there you can go to:

• Overview, the job card
• Tasks, Notes, Checklists, Materials, Photos, Files and Time
• Activity, a history of what's happened
• Share and Access (office staff, admins and the owner only)
• Settings, to change the job's details or stage

On most job pages there's a second round + button above the menu button. It adds something new, such as a note or a photo.

To learn about each part, see Notes, photos and more.

1. Open the job, then the job menu.
2. Click Settings.
3. Change the name, description, status, date or address.
4. Click Save changes.

When the work is done:

1. Tick off the job's checklists and tasks.
2. Add your after photos. See Photos.
3. Change the stage to Completed. See Change a job's stage.
4. Send the customer a job report if you like. See Job reports.
5. Make the invoice. On the job card, under Quotes and invoices, click Invoice. See Invoices.

You need to be office staff, an admin or the owner.

1. Open the job, then the job menu.
2. Click Settings.
3. Under Danger zone, click Delete job, then confirm.