Who this is for
You want every job in one place, whoever it's for and whatever stage it's at. When Scarlett books a job it appears here; you move it along as the work happens.
Time: 5 minutes. You'll need: to be signed in.
Steps
1. Find a job
Open Jobs in the menu. The folders — All jobs, Requests, Open, Scheduled, In progress, Completed, Cancelled and Archived — sit down the side on a computer, and behind ☰ in the search bar on a phone. Search by customer, address or reference, show only Mine, or pick a time under When.
To add one yourself, press + New job, or Let Scarlett book it.
2. Answer booking requests
When Scarlett takes a booking she can't confirm on the spot, it lands in Requests. Open it and press Accept, Suggest another time or Decline — the customer gets a text either way.
3. Open a job and move it along
Tap a job to open it, then pick its Status:
| Status | Meaning |
|---|---|
| Open | Not scheduled yet |
| Scheduled | Booked in |
| In progress | On site — moving here stamps the start time |
| Completed | Done — this stamps the end time |
| Cancelled | Called off |
To move several at once, press Select, tick the jobs, then Update status ▾ and pick where they go. Booking requests are left out — they're answered one by one.
4. Assign it and add notes
Set Assigned to so everyone knows whose job it is. Use Notes for parts to bring, access instructions, anything Scarlett didn't capture — they save and show a "Saved" time.
5. Archive or delete
On a job's page press Archive to put it in the Archived folder — it keeps its status and comes back out the same way. On a phone you can swipe a job left to archive it. Delete removes a job for good, along with its Google Calendar event.
6. See everyone on the Board
Switch List to Board in the top corner. The Board shows every customer as a card in the column of where they've got to — Enquiry, Quote, Booked, Started, Invoiced, Paid, Review or Closed. Drag a card to another column to move them; on a phone, press and hold the card first.
Verify it worked
Moving a job to In progress stamps a start time; Completed stamps an end time. The job shows its assignee and any notes you saved, and it sits in the folder for its status.
Troubleshooting
I can't reschedule from the job. A job's page doesn't change its time, and dragging a booking on the Calendar isn't switched on yet.
A job vanished from its folder. Look in Archived — an archived job leaves every other folder until you unarchive it.
What's next
- Manage your diary — see jobs on a calendar.
- Work with customer profiles — the customer behind the job.
- Draft and send quotes — price up bigger work.