Find and manage jobs

How to find a job, see what is holding it up, move several jobs on at once, and open a job to add notes, photos and payments.

Where: web · Who can use it: Everyone signed in can see the jobs list. Changing a job's status and salesperson, and seeing payments, depend on your role.

Screens may differ slightly from what you see.

What it is for

A job is the work you do for a customer once the quote has been accepted: the survey, the fitting and the paperwork that goes with it. The Jobs page shows every job and what it needs next.

Who can use it

• Everyone signed in: see the jobs list and open a job.
• Managers, Directors and Owners: change the salesperson on a job (Change salesperson).
• Payments on a job: shown to people who can take payments. The Record Payment button is hidden for anyone viewing in read-only mode. See Record a payment.

How to use it

See what needs attention

1. Open Jobs from the menu.
2. Look at the summary cards at the top: Total Jobs (all time), Needs Installer, Needs Survey, In Progress and Upcoming Installs. Click a card to filter the list to that group.
3. Use the filter tabs to narrow the list: All, Surveyed, Approved, In Progress, Completed, Cancelled and Needs Attention.

Needs Attention lists jobs with one of these reasons:

• No Installer: nobody is assigned yet.
• No Survey: no survey date is set.
• Awaiting Deposit: the job is waiting for its deposit.

Move several jobs on at once

1. Tick the jobs you want to change.
2. Choose the new status. The list only offers statuses that every selected job can move to.
3. The list refreshes once the change is saved.

For example, enquiry and pending jobs can go to surveyed or cancelled. Surveyed jobs can go to approved or cancelled.

Open a job

1. Click the job. The Job Details page opens.
2. Check the customer, the installer, the survey and install dates, and the bathroom type.
3. Use the sections below the details: - Job Activity & Notes: add a note with Add Job Note. Every note is kept with the job. - Payment History: payments recorded against the job, with receipt options (see below). - Photos: site photos and renders for the job. - Related Quotes: the quotes linked to this job.

Email or print a receipt

In Payment History, each payment has receipt actions:

• Download receipt PDF saves the receipt to your computer.
• Email this receipt to the customer sends it.
• Open a draft receipt email in your mail client lets you read it and send it yourself.
• Email this receipt to Accounts sends a copy to the accounts inbox.

Check the amount and the customer before you send.

Tips

• Start your day on Needs Attention. Every job there is blocked on something.
• If you cannot move a job to the status you want, look at the other selected jobs. One of them is probably at a different stage.
• Put anything the installer needs to know in the job's notes, so it is in one place.

Things to know

• Changing the salesperson reloads the job, so the payment credit shown is current.

Related articles

• Find, add and check a customer
• Work with a quote
• Record a payment