The Jobs list

See every job, filter to Today, Soon, Week, Mine, Unpaid, or Done, and search by name, number, or customer.

Jobs is the first tab, and it's where the app opens. Each job is a card.

In a phone browser, a card at the top offers to put the app on your Home Screen. See Put the app on your Home Screen.

#What's on a job card

• Customer name across the top.
• Job name and job number, like J-12. Numbers count up from J-1 for your business. You never type them.
• Status, like Request or In progress. See Job statuses.
• A line with the day (if the job has one), whose job it is, and Needs address when there's no street or city yet.
• The money line: the price, Balance due $125 · 12 days when money is still due and how long it's been, or Paid with the date.
• One-tap Call, Text, and Directions buttons. See Call, text, and directions.

Tap a card to open the job.

#How Jobs work

Tap the ? next to Jobs (or next to the status on a job) for How Jobs work. It explains the page, statuses, price and payments, payments ahead of the work, the Unpaid list, repeating jobs, and what goes to QuickBooks, with two worked examples at the bottom. Tap a topic under Jump to to go straight to it, Back to top to go back up, and Close or the X when you're done.

#Filters

The buttons at the top pick which jobs show:

#The Week

Week shows one week, Monday to Sunday, so whoever runs the crew can see who is going where. It only shows when your business has two or more people. It is a list to look at: to move a job to another day or person, open it and change its Day (or Next visit) or Assigned to.

• The arrows move one week back or forward, with no limit. This week brings you back.
• The row of days shows how many jobs each day has. Tap a day to jump to it.
• Under it, use Showing to pick Everyone, Unassigned, or one person. Each choice shows their number of jobs for the week.
• Each day lists its jobs, Unassigned first so nothing gets missed, then by person.

What you see on each day:

Weekly, every-2-weeks, and monthly jobs show their later visits on later weeks too, worked out from the Next visit. Nothing new is saved. A one-time job shows on the day you marked it Complete, even if that was not its planned day. One-time jobs marked Complete before November 2026 don't show on past weeks. There are no times on a job, so a day's jobs are not in time order. Search is hidden on Week.

#Search

Type in the Search box to narrow the list you're on. You can search by:

• Job name or customer name. Every word you type has to match.
• Job number: 12, J-12, or j12 all work.
• Status, like scheduled or in progress.

Search stays inside the filter you picked. If you're on Open, a Complete job won't show even if you type "complete". Switch to Done to find it.

#Add a job

Tap New job. See Create a job.

#On a computer

On a wide screen, the job list runs down the left side. Tap a job to open it on the right. Tap Week on the left to see the week as a grid on the right: people down the side, days across. Up to three jobs show in each box; +2 more shows the rest. Click a job to open it, and tap Week again to come back to the grid. The arrows move the list and the grid together. Before you pick a job, the right side shows:

• New requests: jobs still in the Request status.
• Due today: the same visits as the Today filter.