Creating and Managing Jobs

The Job Management module helps you track work from initial request through to completion and invoicing. It's ideal for tradies, agencies, and service businesses.

Enabling Job Management

1. Go to the App Marketplace in the sidebar
2. Find Job Management and click Install
3. The Jobs option will appear in your sidebar navigation

Creating a New Job

1. Go to Jobs from the sidebar
2. Click New Job
3. Fill in the job details:
   • Job title: a short description (e.g., "Kitchen renovation, 42 Smith St")
   • Client: select from your contacts
   • Description: detailed scope of work
   • Start date and due date
   • Priority: Low, Medium, High, or Urgent
   • Assigned to: select a team member (Starter, Plus, and Growth plans)
4. Click Create Job

Job Statuses

Each job moves through a series of statuses:

• New: just created, not yet started
• In Progress: work is underway
• On Hold: paused, waiting for something
• Review: work complete, pending client review
• Completed: job is done
• Cancelled: job was cancelled

Update the status from the job detail page or drag it on the pipeline board.

Adding Notes and Attachments

Keep all job-related information in one place:

• Notes: add updates, site notes, or client communications
• Photos: upload photos of the work site or progress shots
• Documents: attach quotes, plans, or specifications

Job Costs

Track the financial side of each job:

• Estimated cost: what you quoted the client
• Actual expenses: link expenses to the job as they occur
• Profit margin: calculated automatically based on invoice vs. expenses