Jobs Management

Navigate to Jobs from the sidebar to see all your signed work:

• Summary stats at top
• Filter tabs
• Job cards in list/grid
• Search functionality

Summary Stats Cards:

• Count of all jobs
• All statuses included
• Click for full list

• Sum of all job amounts
• Formatted as currency
• Your pipeline value

• Jobs marked complete
• This month or all-time
• Your completion rate

• Currently active work
• Jobs you're working on
• Primary focus

• Quote signed by client
• Deposit payment received
• Automatically converted
• Original quote linked

Each job displays as a card with key information:

Card Elements:

• From the quote
• Primary identifier
• Click to open details

• Who the work is for
• Secondary line

• Total contract value
• Formatted currency

• Current work status
• Color-coded

• Payment status
• Paid/Partial/Unpaid

• Signed date
• Or started date

• View details
• Update status
• Quick actions menu

Move jobs through the status lifecycle:

Status Progression: 1. Not Started → Initial state after signing 2. In Progress → Work has begun 3. Completed → Work finished

• Any status → Cancelled (if job cancelled)

Changing Status:

Starting Work: 1. Find job card 2. Click "Start Work" or status dropdown 3. Confirm in dialog 4. Status changes to "In Progress" 5. Start date recorded

Completing Work: 1. From "In Progress" job 2. Click "Mark Complete" 3. Confirmation dialog appears 4. Confirm completion 5. Status changes to "Completed" 6. Completion date recorded

• Current status shown
• New status indicated
• Date will be recorded
• Optional notes field
• Cancel or Confirm

Filter jobs by status using tabs:

Available Tabs:

• Every job regardless of status
• Default view
• Shows total count

• Jobs awaiting work
• Recently signed
• Your queue

• Active work
• Currently underway
• Primary focus

• Finished jobs
• Historical record
• May be hidden by toggle

• Number on each tab
• Updates in real-time
• Empty tabs show (0)

• Click to filter
• Active tab highlighted
• URL updates for bookmarking
• Combined with search

Keep your list focused with the hide completed toggle:

• Above job list
• Near filter tabs
• Checkbox or switch UI

Toggle Behavior:

• Completed jobs hidden
• Only active/pending shown
• Cleaner view
• Focus on current work

• All jobs visible
• Including completed
• Full history shown

• Setting saved to localStorage
• Persists across sessions
• Per-browser setting

• Less clutter
• Focus on active work
• Historical when needed
• Toggle as needed

• Affects "All" tab most
• "Completed" tab unaffected
• Other tabs already filtered

Find specific jobs quickly:

• Located below tabs
• Search by client name
• Search by project title
• Real-time filtering

• Results filter as you type
• Minimum 2 characters
• Searches name and title
• Case-insensitive

• X button in field
• Or delete text
• Shows all jobs again

• Search works with tabs
• Narrow down quickly

• Newest first (default)
• Oldest first
• Amount: High to Low
• Client name A-Z
• Status grouping

Take actions directly from the jobs list:

• Click job card
• Opens full job detail page
• See all information

• Dropdown on card
• Or click status button
• Change without opening

• Email icon on hover
• Phone icon on hover
• Quick communication

More Actions Menu (...):

• Original quote link
• See what was agreed

• Create invoice PDF
• From job page

• Opens confirmation
• Requires reason
• Records cancellation

• Job or quote link
• Share as needed

Important actions require confirmation:

• Title: "Start this job?"
• Shows job name and client
• Notes field (optional)
• Cancel / Start buttons
• Records start date

• Title: "Mark as Completed?"
• Checklist may appear:
• Notes field
• Cancel / Complete buttons

• Title: "Cancel this job?"
• Warning about implications
• Reason required (dropdown + text)
• Cancel / Confirm buttons
• Cannot be easily undone

• Client requested
• Unable to proceed
• Scope changed
• Schedule conflict
• Other (explain)

Feedback for your actions:

• "Job started!"
• "Job marked complete"
• "Status updated"
• Green styling

• "Failed to update status"
• "Error occurred"
• Red styling
• Retry suggestion

• "Payment received"
• "Client viewed invoice"
• Blue styling

• Bottom-right corner
• Auto-dismiss 3-4 seconds
• Click X to close early
• Multiple toasts stack

What you see in different states:

• Skeleton cards displayed
• Gray animated placeholders
• Brief duration

• Friendly illustration
• "No jobs yet" message
• "Jobs appear when clients sign quotes"
• Link to create a quote

• "No jobs match this filter"
• Try different filter
• Clear filter button

• "No jobs found for [term]"
• Try different search
• Clear search button

• Celebration message
• Tips for getting started
• Link to job details