Create and Manage Jobs

    

The Jobs page serves as your central library for all company and worksite jobs. Organising your projects through this interface ensures that every task is correctly defined and visible in the Job Scheduler, providing a clean, unified view of your upcoming and ongoing work.

This guide covers:

  • Accessing the Main Jobs page from your dashboard.
  • Adding new jobs using the Add button.
  • Naming jobs and linking them to their mandatory Worksite.
  • Assigning start dates and managing optional end dates for ongoing work.
  • Entering client references and updating job status.

Your project tracking is now faster, clearer, and fully integrated with your schedule.

💡 Power User Insight: For long-term projects or recurring maintenance, you can leave the end date blank to create an ongoing job. This allows you to continue scheduling shifts indefinitely without needing to recreate the job record, keeping your historical data linked to a single, continuous project.