Skip to content

Managing jobs

The Jobs screen is your list of every job in your account. Each row shows 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. The + New job button in the top right starts a fresh intake — see Creating a job.

What each row shows

The list is a simple table with these columns:

  • Customer — the customer name from the job's record.
  • Job — the job's name, generated at intake from the customer and street address (for example, Reyes Residence — 1234 Oak St).
  • Status — a badge with the job's current stage, in plain language (Intake, Ready to bid, Building bid, Sent to customer, Signed, Closed, and so on).
  • Updated — the date the job last changed.
  • Continue → — a link that takes you to the correct screen for the job's status: intake screen for early jobs, the bid builder for jobs being bid, the relevant stage screen for jobs further along.

Ordering

Jobs are sorted with the most recently updated at the top. Anything you just touched — created, saved, or advanced — floats to the top of the list, so the work in front of you is where you'd expect it.

Empty state

Before you've created anything, the list shows "No jobs yet" with a prompt to create your first job. Both the empty-state button and the top-right button lead to the same intake form.

The list is deliberately basic in v1

Be aware of what this screen does not do yet:

  • No search. There's no box to find a job by customer or address. If you have a lot of jobs, you scroll.
  • No filtering. You can't narrow the list to, say, only jobs that are Sent or only jobs at Intake. Every job shows, all the time.
  • No sorting controls. The order is fixed to most-recently-updated. You can't sort by customer, status, or date.
  • No pagination or grouping. It's one flat table of every job in the account.
  • No bulk actions and no per-row menu. The only action on a row is Continue.

For a small shop early on, one recently-updated-first list is enough to work from. Search, filters, and a proper dashboard view are roadmap items, not here yet.