Overview
Jobs (also called work orders in the sidebar) are your production record after a customer accepts work. Each job holds customer and site details, line items, a pre-job checklist, materials, schedule events, and links to invoices.
Most jobs start from an accepted estimate. You can also create a job directly for warranty work, service calls, or supply-only orders.
Where in the app: Sidebar → Jobs / Workorders
Open: Jobs
Requires job management permission on your team role.
Jobs list
| Control | Purpose |
|---|---|
| Search | Filter by reference name |
| Status filter | All, Ready, Awaiting Task, Scheduled, In Progress, Completed, Invoiced |
| Source filter | All, Platform, Store (e-commerce orders appear as jobs) |
| New Job | Open Add Job |
| Row click | Open job detail (store orders open the store order view) |
| Actions (⋮) | Open detail, schedule, create invoice, delete |
Table columns: Job number, reference, customer, status, contract date, amount, and action shortcuts.
Scroll the list to load more jobs (10 per page). Jobs split into phases (child records) are hidden from this list — only parent jobs appear.
Tip: A red package badge on a row means the linked sales order has material shortages. Open the job Materials tab to resolve.
Warning: A blocked icon means a scheduled day was marked blocked in the field. Use View blocked jobs from the row actions to review.
Job statuses
| Status | Meaning |
|---|---|
| Awaiting Task | Pre-job checklist has incomplete items |
| Ready | Checklist complete; ready to schedule |
| Scheduled | On the calendar with at least one schedule event |
| In Progress | Crew is actively working the job |
| Completed | Field work finished |
| Invoiced | Job closed out with billing |
Status updates automatically when you complete checklist items (Ready vs Awaiting Task). Use the status menu on job detail to move through Scheduled → Completed → Invoiced manually.
You cannot set Ready while checklist items are still incomplete.
Typical path
Create job → Pre-job checklist → Schedule → Crew executes → Job costing → Invoice
See Job workflow for the full step-by-step guide.
Reference guides in this section
- Job workflow — create from estimate or scratch, through invoicing
- Job detail — tabs, header actions, related records
- Pre-job checklist — office tasks before field work
- Work orders and scheduling — calendar, crew portal, crew PDF
- Materials and inventory — material list and sales orders
- Job costing — estimated vs actual on Project History