Managing jobs: statuses, edits and cancellations
Confirmed, in progress, completed — keep the job list telling the truth.
Open this in your portal
The Jobs page is every job you’ve got, filterable by Active, Completed, Cancelled or All. Active work splits into two piles: on the calendar, and waiting for a date — chase that second pile weekly.
Editing a job
- Tap any job to open it. Everything’s editable: time, customer, notes, who’s assigned.
- Move it through its life as you go: Confirmed → In progress → Completed. The status colours your calendar, keeps your dashboard honest, and completed jobs are what review requests and invoices hang off.
- The job’s history at the bottom shows every change — when it was booked, who confirmed it, what moved.
Cancelling
Open the job and set it to Cancelled (or No-show — worth tracking, painful as it is). Don’t delete jobs you might want to remember: a cancelled job is history, a deleted one is amnesia.
Tip: finish your day by marking today’s jobs completed. Ten seconds, and your dashboard, invoicing and reviews all stay truthful.