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Jobs & Leads

Managing Jobs

Jobs Page


Go to Jobs in the sidebar.


Job Statuses

  • Quoted — Initial estimate given
  • Scheduled — Date/time booked
  • In Progress — Currently working
  • Completed — Work done
  • Invoiced — Invoice sent

  • Create a Job

  • Click "New Job"
  • Fill in: client name, phone, address, description, estimated cost, scheduled date/time
  • Click Create Job

  • Quick Status Change

    Use the dropdown on each job card to change status instantly.