The Jobs page is the cornerstone of your resource management, serving as the essential first step for defining your work. Organising your projects through this module ensures that every event is correctly structured before it appears on the Job Scheduler, streamlining your operational efficiency from the ground up.
This guide covers:
- Searching for specific jobs and filtering by current status.
- Sorting the master job list using interactive column headers.
- Viewing, editing, or deleting individual job records.
- Navigating directly to linked Company and Worksite profiles.
Your project pipeline is now structured and easy to manage from one central spot.
💡 Power User Insight: Use the Jobs page to audit your upcoming project pipeline before diving into the calendar. By filtering for “Pending” or “Draft” jobs, you can ensure all client references and site instructions are correct before the scheduling team begins assigning people and equipment to specific shifts.