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Jobs are how you allocate work to locations and workers. Use the Jobs list for search and bulk review; use the Board for day-to-day dispatch planning.

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Job list

Open Jobs from the sidebar to see all jobs in a table. You can:
  • Search by title or place
  • Filter by status and priority
  • Sort by due date
  • Open a job for full detail, checklist progress, and team assignment

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Create or edit a job

Use Create job (or edit from job detail):
  1. Pick a location and optional sub-location
  2. Choose a job template (copies checklist and audit rules)
  3. Set due date / scheduled start and priority
  4. Assign workers and/or a crew
  5. Optionally attach a vehicle when your org uses the fleet registry
Save, then track progress on the board or job detail.

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Kanban board

Open Board for a workflow view. Jobs appear in columns by status:
  • Pending — scheduled, not yet started
  • In progress — workers active on site
  • Awaiting audit — work done, evidence under review
  • Completed — signed off and closed
Drag cards between columns when your role allows status changes, or open a card to update from job detail.

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Calendar view

On the Board page, switch to Calendar to see jobs on a month or week grid:
  • Jobs with a scheduled start appear as timed blocks
  • Jobs with only a due date appear as all-day events on that date
  • Colour indicates priority (low → critical)
  • Drag a job to a new date/time to reschedule (managers only)
  • Resize timed events to change estimated duration
  • Click an event to open job detail

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Timeline view

Switch to Timeline for a Gantt-style schedule across a rolling 7-day window:
  • By location (default on the org board) — one swimlane per site
  • By crew — see who is scheduled when; use this on location detail
  • Drag bars horizontally to reschedule; resize to adjust duration
  • Double-click a bar to open job detail
  • Use Previous / Next to move the visible week

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Board filters

Use the filter bar to narrow the board (all views share the same filters):
  • Location and sub-location
  • Work crew
  • Customer
  • Priority and due-date presets
  • Hide completed or show cancelled jobs
Filters sync to the URL so you can bookmark a view (e.g. one location’s calendar for the week).

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Assignment and audit path

  1. Create or schedule jobs with place, due date, and assignees.
  2. Workers see assigned jobs in the mobile app — clock in within the geofence and complete checklist steps — see Mobile for operators.
  3. When field work is done, the job moves to Awaiting audit if the template requires auditor sign-off.
  4. A manager completes audit sign-off on job detail; status becomes Completed.
  5. Export evidence from Compliance or job detail — see Compliance and exports.

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Location workflow

On a location detail page, the Workflow section offers the same Board, List, Calendar, and Timeline views scoped to that site. See Map and locations.