Job tracker
Keep every job you've taken on in one list and move each one from New to In progress to Done, with its due date, customer email and quote.
Use it when
Use it when you do work for customers and want to see every job and where it stands.
Use something else when
Before a customer has agreed to the work, use Quote requests. For tasks that are either done or not, use Checklist.
How to add it
- Open My Business, then Advanced, then Data.
- Press New data.
- Under Suggested, pick Job tracker.
- Under Options, keep the name "Jobs" or type your own, and choose the Currency your quotes are in (US dollars unless you change it).
- Press Review changes, check what it adds, then press Apply.
You see Added, and the new table opens, empty.
How to add a job
- Open the Jobs table from your sidebar, or open My Business, then Advanced, then Data, and pick it. It opens as a board.
- Press New job. If you renamed the table, the button may say something else.
- Under Job, type what the job is, such as "Fix garden gate, 12 Elm Road".
- Pick the Due date, and fill in the Quote and Customer email if you have them.
- Press Create job.
You see Job created, and the job is on the board.
How to move a job along
- Open the Jobs table. It opens as a board with a lane for each stage: New, In progress and Done.
- Drag the job to In progress when you start, and to Done when you finish. You can also click the job and change its Stage there.
How to see what's due
Press Calendar above the board to see each job on its due date; a job that isn't done by then is marked overdue. Press Table for a list, soonest first.
How to change its reminders
Your table’s automation has the same name as the table. A job moves on tells your team about a stage change under their notification preferences. A job is due adds an internal reminder at 09:00 in the business’s time zone if the job is unfinished. It never emails the customer or moves the job to Done.
Open Automations, find the table under Built-in, and open its reminder stage. Change its wait or internal wording and review the proposed change before applying it. Changes apply to the next run; runs already waiting finish with the version they started on. When moving a date, the old reminder is skipped. If the business has no configured time zone, set it up first, then configure the stage’s date trigger in Automations.
What it adds or changes
- Opens as: Board by stage · Table and Calendar tabs
- Columns: Job · Stage · Due · Customer email · Quote
Creates an empty table · internal reminders and notices
It adds a table with these columns:
| Column | Type | Choices |
|---|---|---|
| Job | text | |
| Stage | single choice | New, In progress, Done |
| Due | date | |
| Customer email | ||
| Quote | money |
Settings
| Setting | What it does | Default |
|---|---|---|
| Currency | The currency your quotes are in. | USD |
Example
Oak & Pine Repairs, a fictional handyman business, adds "Fix garden gate, 12 Elm Road" with the customer's email, a quote of $180 and a due date of next Friday. On the day, the handyman drags it to In progress on the board, and to Done when the gate is hung.
If something isn't working
- A job won't move to the stage you picked. Jobs go from New to In progress to Done, one step at a time, and a job in Done can't move back. Move it one stage at a time, or add a new job if the work starts again.
- There's no New data button, or it says "You don't have access to make lists here." Your role can't make tables. Ask an admin of your business for access.
- "These changes are out of date. Review them and apply again." Press Review changes again, then Apply.
Limits
- The Quote column is an amount you type, in the currency you chose when you added the table; it can't be changed later. Nothing works out the price or sends the quote; send it yourself.