Jobs

Finding and working on a job

Every job has its own page with the same tabs in the same order, so you always know where to look.

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The idea behind it

The life of a job. A job moves along its status, from the first ask to getting paid.

Press Ctrl+Z (⌘Z on a Mac) to undo your last change if you click the wrong thing.
Type JP in any filter to see every job that's in progress.
Pick an install contact from the customer's people, search everyone, or add someone new with their mobile. Their number then shows on the installer's Home, ready to tap.
Create installer portal, on a job's Installer Portal tab, gives you a link to text whoever is doing the install, with everything they need on their phone.
You can change a status without opening the job: click the coloured status on its row in Jobs, or on its card on Home.
To tidy lots of jobs at once, tick them on the Jobs page (Shift-click ticks everything in between), then choose Change status or Archive at the bottom of the screen.

Plana is job management for signage, print and events.

Every job, email, proof and invoice in one place.