Jobs List
How to use the Jobs list to search work, filter results, review summary cards, 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
- Current Worksheet: If a job is already on an incomplete worksheet, the list shows the worksheet name and gives you a direct link to open it. That is the quickest way to see why the job is not available for another worksheet assignment, and it drops you 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.
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, Add to Worksheet, and Transfer Jobs begin.
- Bulk edit: Change the same field across several jobs in one pass.
- 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.
- Creating a Job from the Dashboard: Start here when you need to add a new job from scratch.
- Bulk Edit Popup: Covers the multi-job edit flow from the selected-jobs menu.
- Adding a Job to a Worksheet: Explains what happens when you send selected jobs onto a worksheet.