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Pipeline Jobs Board
Pipeline Jobs Board
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Written by Katie Hickey
Updated over a week ago

Pipeline Jobs Board

The Jobs Board provides cards for all your open jobs. Each card represents a job or an individual job segment. To view your Jobs Board, click the word 'Pipeline' at the top of your dashboard or home screen and click the word 'Job' on the left side navigation bar.

Job Board Columns

Unscheduled - An unscheduled job is a job that has not been scheduled, sent, approved, or rejected.

Scheduled - A job with a scheduled date that has not been marked as On My Way, Started, Finished, has not had an invoice sent, and has not been paid.

In Progress - A job that has been marked as On my Way and/or Started, but has not been marked as Finished, has not had an invoice sent, and has not been paid.

Completed - A job that has been finished, but has not had an invoice sent and has not been paid.

Invoice Sent - A job where an invoice has been sent, but has not been fully paid.

Invoice Paid - A job that has been fully paid within the last 7 days.

Where to start?

A good place to start on the 'Jobs Board' is following up on the jobs in the 'Invoice Sent' column. Once you've reached out to customers and collected outstanding payments, you can then move the card to the 'Invoice Paid' column.

Second would be if you have any jobs in 'Completed' that don't need payment, you can go ahead and 'Archive' those by changing the status dropdown to 'Archived'.

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