What this guide covers
- How to create and assign jobs.
- How to edit live job detail safely.
- How status changes work in the web app.
How it works
Jobs are the records your team works from day to day. The web app is where office staff set them up and correct them when plans change.
Use the jobs list to find the right job, then open it to change timings, assigned staff, notes, or site details.
Common workflows
Create a one-off job
Start from the jobs area, attach the right client and site, then assign the team before saving.
Update a job without creating confusion
Change timings, notes, or assigned staff on the same job so the team sees the latest details straight away.
Steps
Create a new job
Web app -> Jobs -> New job- 1Open `Jobs`, then create a new job.
- 2Choose the client first so only the right sites appear.
- 3Add timing, linked site detail, assignments, and the notes staff need before saving.
Assign the right people
Job detail -> Assignments- 1Choose the staff members or subcontractors who should do the job.
- 2Put the main assignee first. Their colour is used in the schedule, so the job is easier to spot later.
- 3Save the job so the same details appear in the web app and mobile.
Update status from the web app
Job detail -> Status actions- 1Open the job you need to update.
- 2Choose the status option that matches what happened.
- 3Use the web app to review or correct job status from the office. Staff should still update the job on mobile while they are on-site.
Tips
- Choose client before site so the site list stays clean and accurate.
- If a repeating job needs a permanent change, update the recurring setup instead of fixing each job one by one.
- Use the jobs list to find work quickly, then open the job itself to make changes.