Jobs & Tasks
Purpose
Jobs in ESS Admin give the office and field teams a single place to confirm scope, keep schedules up to date, track progress claims, and wrap work once the customer signs off. This overview shows how the pieces fit together and links to the detailed guides for each screen.
Lifecycle at a Glance
- Created – the job has been handed over from sales. Confirm scope, assign a team, and plan the first visit.
- In Progress – work is booked or underway. Keep the schedule current, update claimed amounts, and capture site notes.
- Finalized – field work and paperwork are complete. The job becomes read-only apart from history and attachments.
Jobs move through that pipeline using the action menu on the Jobs list. Finalization is blocked while there are unfinished schedule entries so the crew can’t be double booked.
Core Screens
Jobs List (/app/jobs)
See the 100 most recently updated jobs, filter by status, and search by job number, customer, team, or quote. Each row opens the job detail view, shows billing stage badges, and offers quick actions (mark Created/In Progress, finalize, open in schedule). Use the list for day-to-day triage before drilling into a specific job.
Job Detail (/app/jobs/{id})
Shows everything about a single job: client snapshot, planned window, schedule entries, revision history, finance metrics, labour hours, progress claim inputs, attachments, crew brief, and the audit trail. The header links back to the quote, lets you edit key details, and jumps straight to the schedule board.
Schedule Board (/app/schedule)
Eight-week team calendar with drag-to-reschedule, conflict warnings, team filters, and a "New entry" form for booking work. Opening it from a job highlights that job so coordinators can see clashes instantly.
Progress & Claims (Job detail → Progress tab)
Interactive schedule-of-values editor with sliders, bulk percentage mode, and Save/Reset buttons. Updates feed straight into the Financials tab and the progress claim generator.
Working the Pipeline
- Handover: Create the job from an accepted quote (or manually for internal work). Review the auto-generated crew summary and confirm client contact details.
- Schedule & brief: Assign a team, add schedule entries, and fine-tune the crew brief. The job detail overview shows any pending revisions or missing bookings.
- Active week: Monitor live jobs from the Jobs list (filter
In Progress). Use the schedule board to shuffle bookings and capture site notes or attachments as they arrive. - Progress claims: Update claimed amounts on the Progress tab when crews report completion. Finance can open the Financials tab to see what’s ready to invoice.
- Close-out: Once field work, documentation, and invoicing are complete, finalize the job from the Jobs list. Add wrap-up notes so everyone knows what was delivered.
Supporting Actions
- Revisions & variations: The job detail overview lists pending revisions. Approve or reject them on the linked quote so the crew brief stays accurate.
- Attachments: Upload photos, manuals, test reports, or completion documents from the Attachments tab. Files store the uploader and timestamp for audit history.
- Crew brief updates: Edit the summary or notes at any time while the job is
CreatedorIn Progress. Character counters help keep instructions concise. - Labour tracking: The Labour Hours tab compares quoted hours/costs against timesheets and links to the weekly review screen for deeper analysis.
Troubleshooting
- Can’t change status: Finalized jobs are locked. Reopen them from the Jobs list if something still needs attention.
- Finalize blocked: Check the schedule card on the job detail—any
TentativeorConfirmedentries must be completed or cancelled first. - Quote mismatch: If the wrong quote is linked, reopen the job from the quote detail page and follow the variation workflow; jobs stay tied to a single accepted quote.
- Progress values won’t save: Ensure the job is
In Progressand that claimed amounts do not exceed the baseline. Aggregated allocations (labelled in the table) pull directly from the quote and can’t be split further without a variation.