Jobs

One job per move: create it, track it, and manage its status.

• Create a new jobSet up a move with the three-step New Job wizard: job details, the shipper, and the origin and destination addresses.
• Job fields explainedA field-by-field reference for every job intake field, what it's for, why the shipper is the customer, and how the address search sheet works.
• The Jobs listRead and work the Jobs tab: the workspace header, job cards, pull-to-refresh, and the press-and-hold quick actions on any card.
• Edit, duplicate, change status, or delete a jobChange any job field, re-quote a repeat customer by duplicating a job, move a job through the pipeline, or delete one.
• The Library tabFind any customer file fast: the Library lists every job A–Z by last name, grouped by letter, and searchable by name or order number.
• Understanding job statusWhat each job status means, its badge color, and how crews use the five statuses as a pipeline from estimate to archive.