The Jobs board: statuses and custom columns

Statuses

• Scheduled: booked and waiting to start. Pending bookings show here too.
• In Progress: work has started.
• Awaiting Pickup: finished and waiting for the customer.
• Complete: done and handed back.
• On Hold: paused.

Cancelled and no-show jobs leave the board. Switch to List view to see them.

What happens when you move a job

• Moving to On Hold asks you to confirm.
• If you turned on Require drop-off inspection, a job can't start until its drop-off inspection is done.
• If the job is for a lead, Wrapstart asks to Convert Lead to Customer? Click Convert & Continue.
• Moving to Complete fires the Job Completed automation trigger and takes the materials used out of your inventory.

Add your own columns

1. Click Add or manage columns at the end of the board.
2. In Custom board columns, enter a New column name, choose which status it Belongs to, and pick a Color.
3. Click Add column, then Done.

A job dropped in your column takes that column's status. Use the arrows to reorder columns. Click the bin to remove one; its jobs go back to their status column. The five status columns can't be renamed or removed.

The job card menu

Each card's ⋮ menu has Move to, View Job, Edit Job, Team chat, Request Review, Archive Job, Mark Cancelled, Mark No Show and Delete Job.

Archive finished jobs

• Click Archive All on the Complete column to clear it.
• Open Job Board Settings to turn on Enable Auto-Archive and set the Retention period.
• Archived jobs are under Past Jobs. Click Restore Job to bring one back.

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