Adding a job
- From a customer’s page, or Jobs → New job.
- Give it a name (e.g. “Kowalski re-roof”), the stage, the kinds of work, the sales rep, the address and a description.
- Save. It gets the next job number.
The board
Jobs shows a column for each stage (Sell, Plan, Build, Collect). Switch to the list view, filter by kind of work or sales rep, or search. Flags show on each card. Paid jobs leave the board 30 days after payment.
The job page
- Stage bar: move the job to another stage. Moving to the contract stage sets the contract date; the completion stage sets the completion date (which triggers net profit and commission).
- Flags under the name (see Job flags).
- Notes and history: add notes; everything that happens on the job is listed here with who and when.
- Photos: add from your phone or computer; crews add theirs from the job site.
- Details, Tasks and appointments, Profit (gross, and net for Admin / Managers), Commission, Roof measurements, Financials, Estimates, Crew and schedule, Materials.
- Change details to edit the address, rep, value and so on. Archive hides a job you’re not doing.