Managing Jobs

Viewing Jobs

Access your jobs in multiple ways:

• Jobs List - Go to Operations > Jobs for a full list
• Calendar View - Go to Operations > Calendar for a visual schedule
• Dashboard - See today's and upcoming jobs at a glance
• Client Profile - View jobs for a specific client

---

Job Status Overview

Jobs progress through these statuses:

Status	Meaning
Scheduled	Job created but no team assigned yet
Assigned	Team members assigned, waiting for start time
In Progress	Work has started (team clocked in)
Completed	All work finished
Cancelled	Job cancelled - will not be completed

---

Editing a Job

To update job details:

1. Find the job in the list or calendar
2. Click on the job to open its details
3. Click the Edit button
4. Update the necessary fields
5. Click Update Job to save

---

Reassigning Team Members

To change who's assigned to a job:

1. Edit the job
2. In the Team Assignment section, uncheck current assignees
3. Check the boxes for new team members
4. The first selected person becomes the lead
5. Save your changes

---

Rescheduling Jobs

To change when a job occurs:

1. Edit the job
2. Update the Scheduled Date
3. Adjust Start Time and End Time if needed
4. Save your changes

Or use the Calendar view to drag and drop jobs to new dates.

---

Managing Job Tasks

From the job detail page, you can:

Action	How To
Add Tasks	Click "Add Task" to add from templates or create custom tasks
Complete Tasks	Click the checkbox next to each task as it's done
Reorder Tasks	Drag tasks to change the order
Delete Tasks	Click the trash icon to remove a task

---

Completing a Job

Jobs can be marked complete in several ways:

• Automatic - When team clocks out, job status updates
• Manual - Edit the job and change status to "Completed"
• Task-based - Complete all tasks and the job auto-completes

---

Cancelling a Job

1. Open the job details
2. Click Edit
3. Change status to Cancelled
4. Add a note explaining the cancellation reason
5. Save your changes