The Jobs Board includes cards for all your open jobs. Each card represents a job, or if a job has multiple segments, it represents an individual segment of a job.

The Jobs Board separates your jobs and job segments into these columns:

  • Unscheduled - An unscheduled 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 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 and trying to collect those outstanding payments.

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

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