Book and find your jobs
The Jobs tool lists every job you have booked, with its customer, site, day, the person doing it and its quote, and adds a new one without leaving the list.
Open your jobs
Click Jobs on the dock, or open Tools, then Jobs. On the phone app it is on the Tools tab.
Each row shows the job's number and name, its Customer, Site, the day it is booked for, who it is Assigned to, its Status and its Quote.
Find a job
Type in the search box to find a job by its number, name, customer, site or quote number. Narrow the list with Status, and with This week, This month or All time on the day it is booked for.
Choose the order under Sort: Latest day first, Soonest day first or Newest added first. A job with no day yet is always at the end.
Add a job
Click New job. The form opens over the list. Pick the Customer, the Site and the Work Type first: the Job Name below them fills itself in from what you pick, and you can change it before you save.
Open a job and its quote
Click a row to open the job over the list, with its own tabs for its quote, its lines and its invoices.
Click the quote number in the Quote column to open the quote. A job with no quote shows Raise quote, which starts a quote from the job and opens it.