Help / Jobs and calendar

Projects from lead to closed

Every inspection lives on the kanban: request, booked, on site, report, delivered, closed.

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1. Step 1

   Open a job

   Projects lists every inspection. Click a card for the agreement, invoice, tasks, and status. Inspectors only see jobs they are assigned.

2. Step 2

   Move the work

   Status follows the job: booked on the calendar, writer open on site, report held until signed and paid, then delivered.

3. Step 3

   Keep people on the card

   Assign the inspector, attach the client and agent, and use job chat when the office and the field need the same thread.