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The Jobs module is where you create work orders and record every material movement against real field work. This page covers how to create a job, what the summary cards tell you, and how the job detail page is organised.

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Summary cards

At the top of the Jobs page you will see four cards that give an instant snapshot of your work.
TERMINOLOGY: Ready to Audit replaced the older QC Approval label. It is the same step. Older training material and screenshots may still show the old wording.

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Creating a job

1

Open the Create Job page

Click Add Job on the Jobs page.
2

Fill in the required fields

Enter a Job Name and select a Warehouse or Service Truck. These are required.
3

Add optional details

Optionally add Team Members, Address, and Description.
4

Add initial materials

In the Pull Material section, select a location, material, and quantity. Click + to add more rows.
5

Create the job

Click Create Job. The job appears in the Jobs list.
If your CRM is connected, jobs sync in automatically at the configured stage and do not need to be created by hand. Creating a job manually for a job that will also sync in is the usual cause of duplicates.

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The job detail page

Open any job to see the full detail view.
  • Header cards: Total Cost, Material Used, Team Members, and Created Date.
  • Tabs: Job Details for material management and activity, Team for assigned members, and Logs for the full audit trail.
  • Warehouse / Service Truck panel: the locations attached to this job. Use Add to attach another location.
  • Recent Material Activity: every pull and return on this job with batch code, price per unit, and total cost.

Pull Material

Move stock onto a job and record the cost.

Return Material

Send full unused units back to stock against the original batch.

Assign Material

Plan materials for a job without moving stock.

Closing Jobs

Mark jobs Ready to Audit and complete the workflow.

Job Templates

Build reusable material pull lists for repeat job types.