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Managing jobs

The Jobs screen is your list of every job in your account. Each row shows the job number, the customer, the job, its current status, and when it last changed — plus a Continue link that drops you back into the right screen for wherever that job is in its lifecycle.

Find it at Jobs in the sidebar. The + New job button in the top right starts a fresh intake — see Creating a job. To start a job for a client you already have, you can also open them under Clients and click Start a job — see Clients.

What each row shows

  • Job # — the job's number, like J-1042.
  • Customer — the client the job is for.
  • Job — the job's name, filled in at intake from the client and street address (for example, Carla Reyes — 1234 Oak St) unless you typed your own. Click it to open the job.
  • Status — a chip with the job's current stage, in plain language (Lead, Site visit, Estimating, Sent to customer, Signed, Closed, and so on).
  • Updated — the date the job last changed.
  • Continue → — takes you to the correct screen for the job's status: the job form for a lead or site visit, the bid builder for jobs being bid, the relevant stage screen for jobs further along.

Finding a job

Above the list are three controls. Set them and click Apply:

  • Search — a customer's name, the job name, or a job number (J-1042).
  • Status — one status, a whole group of them, or All statuses.
  • Sort — Recently updated (the default), Least recently updated, job number newest or oldest first, or Customer A–Z. You can also click the Job # or Updated column heading to sort by it.

Clear puts the list back the way it started. The search is part of the page's address, so you can bookmark it or send it to the office.

The tiles on Today, your home screen, link into this list already filtered — See all → under Under contract opens exactly those jobs.

A long list is split into pages; the line under it says how many jobs match.

A job's bids

Click a job's name to open its page. The Bids & change orders card lists every version of the bid and every change order, with its status, its total (for a signed bid, the signed total, including any options the customer chose), and when it was sent or signed. Each number is a link, sent and signed bids included: a draft opens in the builder, and anything already sent opens read-only with its customer link and PDF. See Get back to a sent or signed bid.

When a job stops: withdraw, lost, or cancelled

Sometimes a job doesn't go ahead, or a bid needs pulling back. The buttons sit at the top of every job screen, and each shows only where it applies:

  • Withdraw bid: for a bid the customer has but shouldn't sign (a mistake on it, or a scope that changed). The customer can no longer sign it. Their link still shows the bid, marked withdrawn, so they can see what was offered. Then open the bid and click Revise this bid… to send a corrected version.
  • Mark lost: the customer said no, by phone or otherwise. Pick a reason (price, went with someone else, timing, didn't hear back, other) and add a note if you like. Their link stops offering a signature. If they come back, open the bid and click Reopen this bid…: you get a new version to send, and the job goes back to estimating.
  • Cancel job: the job ends before anything is signed, with a reason. If the customer is holding a bid, it's withdrawn so it can't be signed. A cancelled job can't be reopened; start a new job for new work.

You need permission to send bids to withdraw one or mark it lost, and permission to cancel jobs to cancel one (owners and managers have it; see People). Every one of these is recorded in the job's history, with the reason.

A bid past its valid until date shows as Bid expired (in red) on the list and on the Today screen. The customer can no longer sign it. Open the bid and click Revise this bid… to send a fresh one.

To find these jobs again, filter the list by Lost or cancelled. A withdrawn bid stays under Not sent yet, because the next move is yours. None of this applies after a bid is signed: a signed job carries a contract.

Archived jobs

Archived jobs are hidden from the list. Once you have any, an Include archived link above the list shows them again, with the count; Hide archived puts them away.

Empty state

Before you've created anything, the list shows "No jobs yet" with a + New job button. If a search finds nothing, it says No jobs match instead.

What's not in v1 yet

  • No bulk actions and no per-row menu. The actions on a row are opening the job and Continue.