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Team Management

Tracking Job Progress

Know where every job stands at a glance. Track progress from quote to completion with real-time status updates.

Job Statuses

Jobs move through these stages:

  • New - Customer enquiry received, not yet quoted
  • Quoted - Quote sent, waiting for customer response
  • Accepted - Customer accepted, ready to schedule
  • Scheduled - Date and time confirmed
  • In Progress - Work has started on site
  • Completed - Work finished, ready for invoicing
  • Invoiced - Invoice sent to customer
  • Paid - Payment received, job closed

Viewing Job Progress

Dashboard Overview

Your dashboard shows a summary of jobs by status. Click any status to see the full list of jobs in that stage.

Jobs List

Filter jobs by status, assigned team member, date range, or customer. Export the list to CSV for reporting.

Calendar View

See scheduled jobs on a calendar. Jobs are colour-coded by status so you can spot issues at a glance.

Real-Time Updates

When team members update job status from the field, you see changes instantly. No need to refresh the page.

Updating Job Status

Team members can update status from their device:

  • On my way - Heading to the job site
  • Started - Work has begun
  • Completed - Work finished on site

Adding Notes and Photos

Team members can add notes and photos at any stage. This creates a complete record of the job and helps with invoicing and future reference.