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JobsOverview

Jobs

Track your projects from start to finish. Jobs connect customers to invoices, estimates, expenses, and photos in one place.

What Jobs Do

A job represents a project or service you’re performing for a customer. Every job is linked to a customer and can have:

  • Invoices — bill for work on this job
  • Estimates — quote the job before starting
  • Milestones — break the job into payment stages
  • Photos — document before, after, and progress
  • Expenses — track costs against the job
  • Team assignments — assign team members for calendar scheduling (Pro)

Job Statuses

StatusMeaning
ActiveWork is in progress or upcoming
CompletedWork is finished
CancelledJob was cancelled

Topics

  • Customers — every job is linked to a customer
  • Schedule — view jobs on a visual calendar (Pro)
  • Invoices — create invoices for your jobs
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