Jobs

Jobs represent the work your team performs for a customer. Use Jobs to track the job name, customer, schedule, assigned team, and current status from first intake through completion.

The jobs workspace shows scheduled work, assigned team members, and status filters for the office.

What the jobs list shows

• Job name and customer.
• Scheduled date and time when available.
• Assigned team members.
• Job status such as pending, in progress, completed, or canceled.

How jobs fit the workflow

A job usually starts after a lead, service request, or accepted estimate. From there, the job becomes the operating record for scheduling, field notes, photos, materials, invoicing, and follow-up work.