Features / Jobs

Jobs.

The Jobs area is where you manage the clients you work for and the jobs you bill against - from first contact through final invoice.

Clients

The Clients screen shows every account on record with their contact details, job count, year-to-date billed amount, and current outstanding balance.

View your client list

1. Navigate to Clients in the sidebar.
2. The table loads with columns for Client, Contact, Phone, Rate, Jobs, Billed (YTD), and Outstanding.
3. Click any column header to sort by that field. The list defaults to alphabetical by client name.
4. Clients with an unpaid balance show the outstanding amount in red under the Outstanding column.

Add a new client

1. Click the New client button in the upper right of the screen.
2. A dialog opens. Fill in the fields:
   • Client name (required)
   • City (e.g. Portland, OR)
   • Contact - the person's name at that account
   • Phone
   • Email
   • Address (optional)
   • Default rate - the hourly billing rate for this client, in dollars
   • Notes (optional)
3. Click Create. The client appears in the table immediately.

Edit a client

1. Click any row in the client table to open that client's dialog.
2. Update any field.
3. Click Save.

Delete a client

1. Click the client's row to open the dialog.
2. Click the Delete button (bottom left of the dialog).
3. A confirmation prompt appears. Click Delete again to confirm.
4. The client is removed and the table refreshes.

All jobs

The Jobs screen lists every job in the system. Active jobs appear at the top in alphabetical order; completed jobs sink to the bottom. Each row shows the job name, linked client, billing type (Fixed or T&M), the date the job was opened, and how many invoices have been sent against it.

View your jobs

1. Navigate to Jobs in the sidebar.
2. The table loads all jobs. Active jobs are listed first.
3. Click any row to open the full job detail view for that job.

Change a job's status

You can flip a job between Active and Complete directly from the list - no need to open the detail view.

1. Locate the job in the table.
2. In the Status column, click the dropdown (it shows either "Active" or "Complete").
3. Select the new status. The row updates immediately and a confirmation toast appears.
4. If the server update fails, the status reverts automatically and an error toast appears.

Create a new job manually

Jobs are usually created automatically when a quote is accepted through the Pipeline. Use the manual path for T&M arrangements or any work that does not start from a quote.

1. Click the New job button in the upper right. If no clients exist yet, a toast will prompt you to add a client first. You must have at least one client before creating a job.
2. A dialog opens. Fill in the fields:
   • Client (required) - pick from the dropdown of existing clients
   • Job name - a short descriptive label (up to 120 characters)
   • Job reference (optional) - an internal or client-facing reference number or code
3. Click Create to save the job.

The Shop bucket

Below the jobs table is a special non-billable time bucket called the Shop (or whatever name you have set for it). Time logged with no job assigned lands here. It is billed at $0/hr and is intended for internal work such as training, equipment maintenance, and shop tasks that are not charged to any client.

To rename the Shop bucket:

1. Click the Rename button in the Shop card.
2. Enter a new name in the dialog that appears.