Creating and Managing Jobs

    

Create and Manage Jobs

The Main Jobs Tab is your central library of all company and worksite jobs. Adding jobs here puts them into the scheduler, giving you one clean view of upcoming and ongoing work.

This guide covers:

  • Accessing the Main Jobs Tab
  • Adding jobs with the Add Button
  • Naming jobs and linking them to worksites
  • Adding descriptions that display in hover boxes in the scheduler
  • Assigning dates, client references, and updating status

Descriptions now give you instant info in the scheduler, making job tracking faster and clearer.