A tour of the JOBS tab — five views of your company's work-order pipeline, plus bulk actions and CSV export.
The JOBS tab is your company-wide work-order pipeline. Where a customer's WORK ORDERS tab shows one project at a time, the hub shows everything in flight — every crew, every job, every status — in five different views, so dispatchers, admins, and field reps can each work the way they think.
JOBS sits in the tab set for admins, owners, field reps, and office staff — reach it from the tab bar or the avatar → MORE sheet.§Five views of the pipeline
| View | What it shows |
|---|---|
ALL | Every work order in one list, with bulk status change, CSV export, and delete. |
SCHEDULE | Work orders arranged for scheduling and dispatch. |
BOARD | A kanban board — drag work through status columns at a glance. |
CALENDAR | Scheduled work orders laid out on a calendar. |
CONSTRUCTION | The construction suite: change orders, lien waivers, milestones, progress billing, AIA forms, retainage. |
§Bulk actions and export
The ALL view is where housekeeping happens. Select multiple work orders to change their status in one move, export the list to CSV for reporting or a spreadsheet handoff, or delete work orders you no longer need.
§Creating from the hub
The + button creates a new work order without leaving the hub. You can also create one from a specific customer's WORK ORDERS tab, which pre-scopes it to that customer — see "Create a work order" in this category for the full walkthrough.
Scheduling Rules and Work Order Defaults settings — search for them from the Admin Console.§Related
- ◆See "Create a work order" in this category.
- ◆See "The construction suite" in this category.
- ◆See "Scheduling work orders" in the CALENDAR + SCHEDULING category.