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How to Set Up and Use Job Stages

Job Management allows you to track the life cycle that your jobs using Job Stages - here is how to use them!

Using these customizable stages help you organize jobs and view them through filters in the way you prefer, making it easier to track the job lifecycle from start to finish.

Set up job stages

  1. Click Admin > Company > JobFlow.

  2. Use the existing job stages or edit the stages by the way you need：

    • Click into the specific stage field to rename it.

    • Click into the Add Stage field to add a new customized stage.
    • Click x icon to delete the stage. 
    • Click and drag six dots icon to reorder the stages.
  3. Click Save.

You can create as many stages as you like.

Once you have completed editing all your preferred stages, you are ready to use them around the website.

cs-jobflow

Note: Only the employee with the administrator role in the web portal can create and edit the job stages. 

Update job stages

Once the stages are created, you can update the stage for each job to reflect its current status.

Both administrator and employee roles with the Add and edit Jobs permission will have the ability to change the stages for jobs.

cs-update-employee

Learn more about the details on employees' permissions in Using Roles, Work, and Manager Settings.

You can assign or update job stages in a few different areas in the web portal.

Navigation

Steps

Update Type

From WORK > Jobs list

Select the checkboxes on the left of per job and> click Update Stage on top blue color menu 

Bulk update

When creating a new job

Click Stage from the dropdown options

Single update 

From WORK > Jobs list

Click the three dots icon > Update Stage

When viewing the Job details page

Click Actions > Update Stage

When viewing the jobs for a customer

Click the three dots icon > Update Stage

cs-work-jobs

View and filter job stages 

View and filter job stages from the Jobs page:

  1. Click WORK > Jobs.
  2. Click the required Stage from the field in the top left to select a job stage.
  3. Click Apply.

The dropdown options include the stages you created on the Company Settings page. 

View and filter job stages from the Timesheets page:

  1. Click TIME > View.
  2. Switch the display field from Employees to Jobs in the top-right corner.

The left side column will now display the current stage of each job.

View and filter job stages from the Schedules page:

  1. Click SCHEDULES.
  2. Click Filter iconin the top right corner.
  3. Click the Filter Jobs field in the top left corner to choose single or multiple job stage options from the dropdown.
  4. Click Apply.

Note: Job stage updates can only be performed using the web portal. This functionality is not available on the mobile application.