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Jobs Overview

Jobs are the heart of your workflow. Each job collects tasks, files, finances, and contacts.

What you can do​

  • Create/edit a job
  • Attach a customer
  • Track status and dates
  • Open finances (quotes/invoices)
  • Add tasks and schedule

Statuses​

  • Draft → planning
  • Active → in progress
  • On hold → paused
  • Completed → done
  • Cancelled

Common actions​

  • N = New job
  • Click a job → open details
  • Use the Finances tab for quotes/invoices

See also: /projects/creating