Skip to help content

Jobs

How to manage jobs

Use the Jobs list to see active jobs, late jobs, and jobs that need an invoice.

Updated

For: Owner, Admin

Before you start

  • Confirm you are on the right job before editing or creating documents.
  • Do not save, edit, invoice, or add visits when you are only reviewing.
  • Use real US-market service names such as roofing, gutters, HVAC, or exterior painting.

1. Open Jobs

  1. Go to Jobs.
  2. Review the summary cards at the top.
  3. Use search when you need a customer or a specific JOB number.
1. Open Jobs

2. Read the list

  1. Review job, customer, address, visit, status, and amount.
  2. Use Filter or Sort to narrow the list.
  3. Open a job only when you need the detail.

3. Decide the next step

  1. If the job is scheduled, review visit and assignment.
  2. If it is late, prioritize operational follow-up.
  3. If it needs an invoice, prepare the invoice when the job is ready to bill.

Statuses and options you may see

Total

Meaning: Total visible jobs.

Next step: Use it as the overview.

Late

Meaning: Jobs with a past or pending date.

Next step: Prioritize them before new work.

Active

Meaning: Open jobs still in operation.

Next step: Review visits, assignment, and billing.

Needs invoice

Meaning: Jobs that need an invoice.

Next step: Create the invoice when appropriate.

Scheduled

Meaning: Job with a defined date or visit.

Next step: Confirm team and time.