A job is work done for a customer on site: a visit, installation, repair or maintenance. Unlike a task, a job has a type, start and end times, an address and assignees.
Job list
Jobs are shown as a table or as a board by stage; the view is switched with the icons next to the title.
Creating a job
- Click Create Job.
- Enter a title and choose a type (plumbing, electrical, painting and so on).
- Set the start and end times.
- Choose the contact and the address.
- Assign the people who will do it.
A scheduled job appears in the assignees' calendar.
Job types
The list of types is edited in Settings → Dictionaries. Add the kinds of work your company does.
Stages
The stages a job moves through (for example, "Scheduled → On the way → Done") are set up in Settings → Job Pipelines.
Invoice and expenses for a job
From the job page you create an invoice for the customer and expenses (materials, subcontractors). They stay linked to the job, so each job shows what it earned and what it cost.