What this guide covers
- How to create and assign jobs.
- How to edit live job detail safely.
- How status changes work on web HQ.
How it works
Jobs are the operational record for work that is actually scheduled and delivered. Web HQ is where owners and admins shape the detail and correct anything that changes.
Use the jobs list to find the right record fast, then open the job detail to edit the actual work, timings, assignments, notes, or linked sites.
Common workflows
Create a one-off job
Start from the jobs area, attach the right client and site, then assign the team before saving.
Correct live work without losing context
Update timings, notes, or assignees on the existing job so the field team sees the right version immediately.
Steps
Create a new job
Web HQ -> Jobs -> New job- 1Open `Jobs`, then create a new job.
- 2Choose the client first so the site selector can narrow correctly.
- 3Add timing, linked site detail, assignments, and the notes staff need before saving.
Assign the right people
Job detail -> Assignments- 1Select the staff members or subcontractors who should work the job.
- 2Keep the primary assignee first when order matters for colour and scanning.
- 3Save the job so schedule and mobile views update from the same source record.
Update status from web HQ
Job detail -> Status actions- 1Open the live job you need to correct.
- 2Use the available status action for your organisation tracking mode.
- 3Treat web HQ as the oversight surface: correct completion or incomplete states here rather than trying to mimic on-site start actions.
Tips and gotchas
- Choose client before site so the site list stays clean and accurate.
- If a recurring pattern needs changing, update the recurring source rather than fixing the same problem on each generated job.
- Use the job detail page for real edits and the jobs list for finding, filtering, and checking progress.