What it does

The Jobs list shows every job for your business — booked, completed and cancelled. From here you can add a new job, edit one, mark it completed, filter by who it's assigned to, sort and page through the list, and run bulk actions on several jobs at once. Completing a job quietly does a few helpful things behind the scenes (see What completing a job triggers).

Where to find it

In the top menu, open Schedule ▾ and choose Jobs.

Direct link: /dashboard/jobs

At the top you'll see the page title Jobs with two small summary cards: Completed revenue (this page) and My completed jobs.

Step by step

Add a job

Click the Add job button (top right, with a + icon). A dialog titled Add a job opens.
Client — pick the contact this job is for from the dropdown. (If you opened the form from a contact's own page, the client is already set and this field is hidden.)
Service — choose the type of work: Window Cleaning, Gutter Cleaning, Power Washing, Conservatory Cleaning, Fascia Soffit Cleaning, or Other.
Status — Scheduled, Completed or Cancelled. New jobs default to Scheduled.
Price (£) — type the agreed price. You can use decimals (e.g. 27.50).
Scheduled — pick the date the job is booked for. Defaults to today.
Completed on — leave blank for a booked job. If you're logging a job you've already done, set the date here.
Assigned to — choose a team member, or leave it as Unassigned. (This field only appears if your business has team members.)
Notes — anything useful for the crew (gate code, dog, access notes).
Click Save job. You'll see a "Job saved" confirmation and the new job appears in the list.

Edit a job

Find the job in the list. On the right-hand end of its row, click the ⋯ (three dots) button.
Choose Edit. The Edit job dialog opens with the current details.
Change whatever you need and click Save changes.

Note: you cannot change which client a job belongs to once it's created — that field doesn't appear when editing.

Mark a job completed

You have two ways:

Quick way: edit the job, set Status to Completed, and Save changes. If you don't set a "Completed on" date, today's date is used automatically.
From the My round view you can tap Complete on a job card with one tap (see the My Round guide).

Create an invoice from a completed job

Invoices are raised from the client's page, not the Jobs list:

Open the job's client (click their name in the Client column).
Scroll to that contact's jobs, find the completed job, open its ⋯ menu and choose Create invoice.
You'll see "Invoice created from job". The invoice is created as a draft, pre-filled from the job, ready to send from the Invoices area.

What completing a job triggers

Marking a job Completed does more than change a label:

Revenue — the job's price is counted towards your revenue goal and the dashboard figures.
Client promoted to Active — the contact is automatically moved to Active client status, so a one-off lead becomes a proper customer once you've cleaned for them.
Recurring rebook — if the client is a recurring (regular) customer, their next follow-up is automatically booked at the right interval, so they pop back up on your calendar at the right time.
Auto-invoice (optional) — if the client is recurring and your business has turned on "Auto-invoice recurring jobs" in Settings, a draft invoice is created from the job automatically (unless one already exists for that job).

These only happen the first time a job becomes completed, so re-saving a completed job won't double-book or double-invoice.

What each screen shows

The list columns:

Select — tick box for bulk actions.
Client — the customer's name (and business name underneath). Click it to open their page.
Service — the type of clean.
Status — a coloured badge: Scheduled, Completed or Cancelled.
Price — the job price.
Scheduled — the booked date.
Completed — the date it was finished (blank if not yet done).
Assignee — the team member's name, or Unassigned.
⋯ — the actions menu (Edit, and Delete for owners).

Top summary cards:

Completed revenue (this page) — the total price of completed jobs shown on the current page.
My completed jobs — how many jobs you personally have completed.

Filtering

Below the cards are two dropdowns:

Status — All statuses, Scheduled, Completed or Cancelled.
Assignee — All assignees, Assigned to me, Unassigned, or a specific team member.

A count ("12 jobs") sits beside them so you always know how many match.

Sorting and paging

Click a sortable column heading (Service, Status, Price, Scheduled, Completed) to sort by it; click again to flip between ascending and descending.
The list shows 20 jobs per page. Use the pager at the bottom to move between pages.

Bulk actions

Tick the box on one or more rows (or the header tick box to select the whole page). A toolbar appears showing "N selected".
Set status — choose a status from the dropdown and click Apply to change all selected jobs at once. (Setting them to Completed will stamp a completed date where one is missing.)
Delete — owners only. Removes the selected jobs after a confirmation.
Clear selection to deselect.

If more rows match your filter than fit on the page, a banner lets you extend the action to every matching job, not just the visible ones.

Tips & good to know

Log past work fast: add a job, set Status to Completed and fill in Completed on — great for catching up on a day's round in the evening.
Assign the round: use Assigned to so each crew member sees their own jobs in My round and the Assigned to me filter.
The Completed revenue card only totals the current page, so it changes as you page through.
Deleting is permanent and is restricted to business owners.

Troubleshooting

"Could not save job" — usually a missing field. Make sure a Client is selected and Price is a valid number (0 or more).
No Delete option — only owners can delete jobs; members see Edit only.
Job not counting towards revenue — only Completed jobs count. Check the status badge.
A regular didn't get an invoice automatically — auto-invoicing only runs for recurring clients when the business setting is switched on, and never creates a second invoice for the same job.

Jobs