---
title: Job tracker
customers-call-it: feature
url: /docs/features/data/presets/job-tracker-table
---

# 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](/docs/features/data/presets/quote-requests-table). For tasks that are either done or not, use [Checklist](/docs/features/data/presets/checklist-table).

## How to add it

1. Open **My Business**, then **Advanced**, then **Data**.
2. Press **New data**.
3. Under **Suggested**, pick **Job tracker**.
4. Under **Options**, keep the name "Jobs" or type your own, and choose the **Currency** your quotes are in (US dollars unless you change it).
5. Press **Review changes**, check what it adds, then press **Apply**.

You see **Added**, and the new table opens, empty.

## How to add a job

1. Open the Jobs table from your sidebar, or open **My Business**, then **Advanced**, then **Data**, and pick it. It opens as a board.
2. Press **New job**. If you renamed the table, the button may say something else.
3. Under **Job**, type what the job is, such as "Fix garden gate, 12 Elm Road".
4. Pick the **Due** date, and fill in the **Quote** and **Customer email** if you have them.
5. Press **Create job**.

You see **Job created**, and the job is on the board.

## How to move a job along

1. Open the Jobs table. It opens as a board with a lane for each stage: New, In progress and Done.
2. 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 | 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.