Jobs List
How to use the Jobs list to search work, filter results, review summary cards, complete eligible jobs quickly, and run bulk actions in Work Planner.
The Jobs list is the day-to-day control screen for live work. It shows the jobs already in the current business selection, lets you narrow the list quickly, and gives you the bulk actions you usually need before heading into Planner or Worksheets.
What You See First
- Search: This searches more than the job reference. It also checks customer names, service names, job address fields, worksheet notes, invoice descriptions, status reasons, and the customer address when the job is using the customer address.
- Status: Jobs open on Active by default. If you need to review cancelled, complete, or transferred work, change the status filter or use the Jobs Filters Popup.
- Columns: Use the column selector when you want the table to focus on what matters to you. The saved column layout is personal to your account, so you can keep the list tuned to how you work.
- Per-page and sorting: These stay tied to your saved table preferences. If you clear sorting by clicking the same heading through both directions, the list drops back to its default order.
Job Summary
At the top of the page, the summary cards break work into scheduled, unscheduled, one-off, and recurring frequency groups. These are not just totals. Each card has its own View action, which turns the card into a filter and refreshes the list below.
- Total (scheduled): Jobs with scheduling turned on.
- Total (unscheduled): Jobs you will usually move manually because they do not have a repeat rule.
- Recurring cards: Weekly, fortnightly, monthly, and similar patterns appear as their own cards when those jobs exist in the list.
- One Offs: Jobs that should stop cycling forward once they are done.
Working Down the Table
- Green tick shortcut: Eligible active jobs show a green tick beside the row checkbox. Use it when you want to open the Completion Popup straight from the list without opening the full job first.
- Current Worksheet: If a job is already on an incomplete worksheet, the green tick is replaced by a worksheet indicator beside the row checkbox. Hover or focus that indicator to see the worksheet name and open the direct link into the Worksheet Detail Screen.
- Schedule column: This gives you a plain-English summary of the job schedule, so you do not need to open each job just to confirm whether it is weekly, monthly, or unscheduled.
- Important and Reminder flags: These let you spot jobs that need extra attention without opening the record.
- Price and Balance: These columns help you see what the work is worth and whether the customer is carrying debt or credit before you send the job into the next step.
After you complete a job from the list, Work Planner shows a toast at the bottom-left on larger screens or as a compact top bar on mobile. If the updated balance still leaves debt on the job, the toast gives you View On Debt List so you can jump straight into Debts List with that job reference searched where possible. If the debt has been cleared, the toast gives you View Job so you can reopen the saved job detail popup straight away.
View on Map
View on Map, at the top of the list, opens the Jobs Map Popup with every job that matches your current search and filters pinned on a map. Paging does not apply, so all the matching jobs appear, not just the page you are looking at. Hover over a pin, or tap it on a phone, to see the job's address, frequency, price, round and due date, and click it to open the job. The button is greyed out when no jobs match.
Selected-Job Actions
Tick one or more jobs and open More Actions. Everything in that menu runs against the selected jobs only. If nothing is selected, the menu stays disabled. The menu is where flows such as Bulk Edit, Increase Prices, Add to Worksheet, and Transfer Jobs begin.
- Bulk edit: Change the same field across several jobs in one pass.
- Increase Prices: Put prices up for the selected jobs from a date you choose, check each job's old and new price, then let customers know by email, text or letter.
- Add to Worksheet: Send the selected jobs to an existing worksheet or create a new one as part of the same flow.
- Transfer jobs: Move work into another business and mark the original jobs as transferred.
- Send Email, Send SMS, Send/Print Documents: Use these when you need to contact customers or produce paperwork for the selected jobs without opening each one individually.
New Job
The New Job button opens the same job popup covered in Creating a Job from the Dashboard. If your plan limit for jobs has been reached, the button stays visible but disabled so you can see why new work cannot be added until the limit is increased.
Related articles
- Jobs Filters Popup: Use this when the quick filters on the page are not enough.
- Jobs Map Popup: See every job in the current list on a map.
- Creating a Job from the Dashboard: Start here when you need to add a new job from scratch.
- Completion Popup: Explains the fields and follow-up actions used by the green tick shortcut.
- Bulk Edit Popup: Covers the multi-job edit flow from the selected-jobs menu.
- Increase Prices Popup: Raise prices for the selected jobs from a date and tell your customers.
- Adding a Job to a Worksheet: Explains what happens when you send selected jobs onto a worksheet.