📝 Jobs List & Creating a Job

The Jobs screen is your command center — every job lives here, from the first phone call to the final payment. Two views, a full shelf of smart filters, instant search, and one-tap job creation let you find, sort, and start work in seconds.

Jobs Management

Two ways to see your work: List & Board

A centered List / Board toggle sits at the top of the screen next to the + Add Job button. Switch any time — your filters and search carry across, and the toggle remembers where you were.

• List view — a scrollable stack of rich job cards, newest work first. This is the detail-heavy view: full status badges, payment state, schedule, and assignment all show on each card. Pair it with the filter dropdown and search to zero in fast.
• Board view — a Kanban-style layout where each column is a stage of the job lifecycle, so you read the whole pipeline left to right at a glance. Columns are Needs Estimate, Estimate Sent, Approved / Ready, Scheduled, In Progress, and Completed, with a Show Cancelled toggle for the terminal column. Every column loads and paginates on its own with a Load more button, so even a busy pipeline stays fast.

Finding jobs

1. Toggle List vs Board. The Board groups jobs by lifecycle stage for a quick pipeline overview.
2. In List view, tap the filter (a labeled dropdown on desktop, a button that opens a picker on mobile) and choose from Active, All, Pending, In Progress, Completed, Upcoming, Awaiting Approval, Recently Approved, Needs Estimate, Ready to Schedule, and Archived.
3. Search from the top-bar box; open any card to work the job.

Every filter, and what it surfaces

The filter menu is a one-tap shortcut to exactly the slice of work you want. The selected filter shows in the pill, with a ✓ next to the active choice.

• Active — the default. Your live pipeline: everything except completed jobs, so your day's work is front and center.
• All — every job in the org, including completed ones. The counter shows how many are loaded out of the full total.
• Pending — jobs that are booked but not yet started.
• In Progress — jobs your crews are actively working.
• Completed — finished work, ready to review or bill.
• Upcoming — scheduled jobs with future dates, so you can see what's coming and staff for it. Supports the day-range picker (below).
• Awaiting Approval — jobs with an estimate sent for e-signature that the customer hasn't signed yet — your open proposals to follow up on. See Estimates & E-Signatures.
• Recently Approved — jobs whose estimate was signed within your chosen window, so freshly-won work is easy to spot and act on. Supports the day-range picker (below).
• Needs Estimate — pending jobs that don't have an approved estimate yet — your quoting to-do list.
• Ready to Schedule — jobs that are approved and ready to go on the calendar. This filter even shows a helpful hint: "To schedule a job, tap the stage in the Overview tab and select a date." See Schedule.
• Archived — jobs you've tucked away for record-keeping, kept out of your day-to-day list until you want them.

Narrowing by time — the day-range picker

The time-based filters — Upcoming and Recently Approved — add a row of quick day-range pills so you can widen or tighten the window instantly.

• 7d · 14d · 30d · 60d · 90d — one tap sets the lookback (or look-ahead) window. Recently Approved opens on 7 days, Upcoming on 14 — sensible defaults you can change any time. The active pill highlights in your brand gradient.
• Custom — pick exact From and To dates with a date picker for a precise window — great for pulling "everything approved last month" or "jobs booked for the holidays."

Search across everything

The top-bar search box searches your jobs server-side and updates as you type — a spinner and a Searching… label show while results come back. Search looks across the fields that matter — title, customer, and address — and while you're searching it reaches across every status (even completed jobs) so nothing hides behind the active filter.

Reading a job card

Every List card is a mini-dashboard for the job — you can read its whole state without opening it.

• Title — the job's name, front and center (🔧).
• Job # & customer — the sequential Job # followed by the customer name, so you can reference and recognize it instantly.
• Address — the property/job address with a 📍 pin.
• Time — the scheduled time (📅), so you know when it's on the calendar.
• Assignee or crew — the assigned person (👤) or, when a whole crew is on it, the crew name (👥). Unassigned jobs read Unassigned until you staff them.
• Priority — High, Medium, or Low (🏃), color-coded so urgent work jumps out.

Reading the status & badge chips

The right side of each card stacks smart chips that tell you the whole story at a glance — lifecycle status, special job types, multi-stage progress, e-signature and invoice state, and payment state — each in its own color.

• Status — the lifecycle chip: Pending, In Progress, or Completed, each in its own status color.
• Estimate Sent — a teal chip when a quote has gone out but isn't approved yet, so you know a decision is pending. Awaiting Signature appears when an e-signature estimate is out awaiting the customer's sign, and Needs Your Signature when it's your turn to countersign.
• Invoice Sent — an orange chip flags a job with an invoice out awaiting payment, so your receivables are impossible to miss.
• Payment — an animated payment chip flips on once there's a balance: Paid (green), Partial Payment (amber), or Unpaid (red). It updates with a little animation the moment a payment lands, and brand-new jobs with nothing owed stay clean.
• Insurance — a chip marks jobs flagged as insurance work, so claims stand out from standard jobs.
• Stage X/Y — for multi-stage jobs, a chip shows the current phase out of the total (e.g. Stage 2/4), so you can read progress right off the list. See Job Details & Overview for how stages work.
• QB Import — a green tag marks jobs brought in from QuickBooks, so imported history is clearly labeled.

Creating a new job

New Job

1. Click + Add Job (top-right), or tap the floating + button in the lower corner of the list — both open a fresh, blank job.
2. Type a title, set Status and Priority, and pick the customer under Client Details → Select Customer.
3. Fill in the Property/Job address, add Job Stages if the work has phases, then click Save.

A new job opens straight into the tabbed Job Overview editor — the same workspace you'll use to build estimates, put phases on the schedule, and take payment. Every job you save gets its own sequential Job # and slots into the list newest-first.

Use-cases

• Run your morning — open on the default Active filter to see today's live pipeline, or flip to Board to eyeball the whole flow before the crews roll out.
• Chase the money — scan for the orange Invoice Sent and red Unpaid chips, or switch to Completed, to see exactly what's ready to bill or collect.
• Follow up on quotes — use Awaiting Approval to see every open proposal, then Recently Approved (7d) to jump on freshly-won jobs while they're hot.
• Clear the quoting queue — Needs Estimate lists exactly the jobs waiting on a price so nothing sits un-quoted.
• Fill the calendar — Ready to Schedule shows approved work to place, and Upcoming (14d) shows what's already booked for the next two weeks.
• Find one job fast — type a customer name, address, or title into search and it surfaces across every status instantly.
• Pull a report window — set Recently Approved → Custom to a From/To range to review everything won in, say, last quarter.