Job Management Overview

Buildefine's Job Management system allows you to create, track, and manage projects from start to finish. Jobs are the core units of work in your system, containing all project details, client information, tasks, and progress tracking.

What is a Job?

A job represents a complete project or work order that includes:

• Basic Information: Name, description, location details
• Scheduling: Start and end dates, estimated duration
• Organization: Categories, priorities, and status tracking
• Client Relations: Linked clients and contact information
• Task Management: Associated tasks and assignments
• Documentation: Activity logs and progress tracking

Key Features

Job Tracking

• Unique Job Numbers: Automatically generated (format: JOB-YYYY-0001)
• Status Progression: Track jobs through customizable workflow stages
• Priority Management: Organize by urgency and importance
• Category Organization: Group similar job types together

Client Integration

• Client Linking: Associate one or multiple clients per job
• Contact Management: Store client details and communication history
• Quick Client Creation: Add new clients directly from job creation

Task Management

• Nested Tasks: Break jobs into manageable tasks
• Assignment Tracking: Assign tasks to team members
• Progress Monitoring: Track completion percentages and deadlines
• Dependencies: Manage task relationships and workflows

Job Workflow

1. Job Creation
   Create new jobs with essential information including client details, location, and initial settings.
2. Planning & Setup
   Configure job categories, priorities, custom fields, and link relevant clients.
3. Task Assignment
   Break down the job into specific tasks and assign to team members.
4. Progress Tracking
   Monitor job progression through status updates and task completion.
5. Completion & Documentation
   Mark jobs complete and maintain records for future reference.

Navigation Overview

• Jobs List: Main dashboard with filtering and search capabilities
• Job Details: Complete job information and task management
• Quick Actions: Status updates, favorites, and bulk operations
• Reporting: Export capabilities and activity tracking

Getting Started

1. Creating Your First Job
2. Understanding Job Status
3. Managing Categories and Priorities
4. Working with Job Templates
5. Client Management

Need Help?

• Common Issues & Solutions
• FAQ
• Contact Support

Last updated: December 2024 | For Buildefine v2.0+