The Jobs/CRM section serves as your command centre for managing the entire lifecycle of your work, from client engagement to project completion. Organising your operational foundation through this integrated directory allows you to link parent Companies and Worksites directly to active Jobs, ensuring your workforce is always correctly positioned and fully compliant.

This section covers:

• Building a central directory of Companies and their associated Worksites.
• Creating and managing every task within the Jobs module.
• Performing instant readiness checks using the Compliance Finder.
• Monitoring ongoing training and assessments via the VoC Viewer.
• Connecting clients, locations, and jobs with a fully compliant workforce.

Your entire operational pipeline is now structured for maximum visibility and site-readiness.

💡 Power User Insight: Use the Compliance Finder as your primary “pre-mobilisation” tool to identify the best-fit team for a new project. By filtering for specific site requirements before you even create a Job, you ensure that only fully qualified People and Equipment assets are shortlisted, eliminating last-minute compliance hurdles at the gate.