Projects & customers

Create a job, link the customer and keep everything in one place.

• Create a job Start a new job by choosing the customer, giving the job a title and…
• Find your way around a job The job page in five parts, the status strip that says what's next, and…
• Customers and contacts Link a customer to a job, change or edit them, and keep everyone in…
• Job status The five steps from Draft to Completed, which ones move by themselves, and how…
• Photos and notes on a job Add site photos, keep notes for yourself, and write notes the customer sees on…
• Find, copy and delete jobs Search and filter the Jobs list, copy a job for a new customer, find…
• The job’s map pin, Directions and Share Put the pin on the right door, open it in Google Maps, and share…