Pipeline
Managing Jobs
Track and manage your active jobs
Jobs are the heart of your daily work. The Pipeline view shows all your jobs at a glance.
The Jobs List
Go to Pipeline and click the Jobs tab. You'll see:
- Job number and title
- Customer name
- Current stage
- Assigned team member
- Value
Filtering Jobs
Use the filters to find what you need:
- Stage — Show only jobs at a specific stage
- Assigned to — Jobs for a specific team member
- Customer — All jobs for one customer
- Date range — Jobs created or due in a period
Sorting
Click column headers to sort:
- By date (newest or oldest first)
- By value (highest or lowest)
- By customer name (alphabetically)
Job Details
Click a job to see:
- Overview — Customer, value, dates, status
- Line items — What's included in the job
- Notes — Internal notes and updates
- Photos — Attached images
- History — Timeline of changes
Updating Job Status
To move a job to a new stage:
- Open the job
- Click the current stage dropdown
- Select the new stage
Or drag and drop in the board view (if enabled).
Quick Actions
From the job list, click the ⋮ menu to:
- Create invoice
- Duplicate job
- Archive job
- Delete job