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Jobs List Overview

See the below instructions for how to view each Job's information in a list format.

Laura Cuadros avatar
Written by Laura Cuadros
Updated over a week ago

1. Click on Jobs List

Click on Jobs List

๐Ÿ—จ๏ธ You can see various information about the Jobs List, as well as Sort by some of the columns . . .


2. Job Status

Jobs can be categorized as Accepted, Cancelled, Completed, or Scheduled.

Job Status

3. Job Name

This reflects the name of the Deal in the Jobs Pipeline.

Job Name

4. First Name and Last Name of the contact associated with the Deal.

First Name and Last Name of the contact associated with the Deal.

5. Invoice ID and Status

Invoices can be categorized as Open, Partially Paid, and Paid.

Invoice ID and Status

6. Invoice Amount, Amount Paid, and Balance Due

Invoice Amount, Amount Paid, and Balance Due

7. Deal Stage and Deal Stage Date

This reflects where in the Jobs Pipeline the Deal is, as well as when it was moved there.

Deal Stage and Deal Stage Date

8. Proposal Signed Date

This date reflects when a signature was provided for Proposal approval.

Note: If a Proposal is not signed, but instead moved manually, the date will display as 1/1/0001 reflecting this.

Proposal Signed Date

9. Job Schedule Date

This will reflect the first scheduled Job date of the Deal.

Note: If there are multiple Job phases, only the first phase will be displayed in the Jobs List.

Job Schedule Date
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