Job Lifecycle

Understanding job statuses and how work flows from creation to completion.

Job Statuses

Jobs move through different statuses as work progresses. Each status represents a stage in the work lifecycle.

Status Description What You Can Do
Draft Job is being created or edited Edit all details, add items, set schedule
To Do Job is published and ready to start Assign team members, schedule in agenda
In Progress Work has started on this job Track time, update tasks, add photos
Done Work is completed Review, create invoice
Invoiced Job has been billed to client View invoice, track payment
Blocked Work cannot continue Waiting for materials, client response, etc.

Typical Workflow

1. Create

Create a new job with details about the work. Add items, set the client, and assign to a team member.

2. Publish

When the job details are complete, publish it. This changes the status from Draft to To Do.

3. Schedule

Add the job to your agenda by setting a scheduled date. This appears in the calendar.

4. Start Work

When work begins, the status changes to In Progress. Start tracking time.

5. Complete

Mark the job as Done when all work is finished. Add final photos and notes.

6. Invoice

Create an invoice from the job to bill the client for completed work.

Tip: The job status automatically changes to In Progress when you start tracking time or make changes to a To Do job.

Job Actions

Use the More menu on a job to access these actions:

Work Actions

Create Work Log Start tracking time on this job
Create Agenda Event Add a calendar event for this job
Create Estimate Generate an estimate from job items

Organization Actions

Move to Project Add this job to an existing or new project
Move out of Project Remove job from its parent project
Copy Duplicate the job for similar work

Output Actions

Invoice Maker Create an invoice from job time and items
Project Maker Create a project with this job
Print / PDF Generate a printable work order
Send Email job details to team member or client

Invoicing Jobs

When a job is complete, use the Invoice Maker to create a bill for the client.

What Can Be Invoiced

  • Job Items - Materials and labor from the job
  • Work Logs - Time tracked on the job
  • Expenses - Related transactions and receipts

Using Invoice Maker

  1. Open the completed job
  2. Select Invoice Maker from the menu
  3. Choose what to include (items, time, expenses)
  4. Review and customize the invoice
  5. Send to the client
Note: Jobs that are part of a project can be invoiced together with other project jobs for consolidated billing.