1. Click on Jobs List
🗨️ 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. Note that "Completed" jobs might not fully display in the Jobs Pipeline due to its limitation of showing only the most recent 50 deal cards. Switching to the Job List view will provide full visibility.
The Jobs Pipeline's design limitations cater to performance optimization by restricting the view to the latest 50 deal cards. Using the Job List ensures access to all deal information without these limitations.
3. Job Name
This reflects the name of the Deal in the Jobs Pipeline.
4. 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.
6. 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.
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.
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.
