Creating and Assigning Jobs

Create a Job

1. Go to Jobs in the sidebar
2. Click New Job
3. Select the client, job type, scheduled date, and assigned crew
4. Add any notes
5. Click Create

Job Status Workflow

Jobs move through these statuses:

• Scheduled → Dispatched → In Progress → Completed
• Jobs can also be Cancelled at any stage

Bulk Status Changes

Select multiple jobs with checkboxes and change their status all at once from the action bar.