Jobs/CRM

The Jobs/CRM section is your command center for managing the entire lifecycle of your work, from client to completion. It all starts with building your operational foundation: a central directory of Companies and their associated Worksites. Once your clients and locations are defined, the Jobs module is where you create and manage every task you undertake.

To ensure you always have a safe and qualified team, you can perform instant readiness checks with the Compliance Finder or monitor ongoing training with the VoC Viewer. These guides will walk you through each step, helping you seamlessly connect your clients, worksites, and jobs with a fully compliant workforce.