The Jobs board gives you a real-time view of every active job — what stage it's in, who's on it, and what still needs to happen.
Click Jobs in the left sidebar to see your Jobs board.
Jobs are displayed in columns by status: Scheduled, In Progress, Punch List, Completed, Invoiced.
To update a job's status, open the job and click the status at the top — or drag the card to a new column in board view.
Inside a job, you can: log crew notes, upload progress photos, mark checklist items complete, and add material costs.
To mark a job complete, move it to Completed status and upload your final photo set.
Use the Notes field to log adjuster communications, supplement submissions, and insurance check statuses for insurance jobs — everything stays in one place.
The Jobs board also shows total scheduled revenue, total in-progress, and total completed for the current month — giving you an instant read on your cash flow position.
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