Track Open Jobs from the Dashboard

Use the job pipeline and active jobs table on the dashboard to see how many jobs are in progress and which need attention.

Written by Ava MartinezUpdated over a month ago3 min readBeginner

What this guide covers

This guide explains how to monitor your open jobs from the dashboard using the job pipeline and active jobs table. You will learn how to read pipeline stages, identify bottlenecks, and click through to job details.

The job pipeline

The job pipeline is a visual bar chart on the dashboard that shows how many jobs are in each stage of your workflow.

Screenshot: Job pipeline showing five stages as colored bars: Lead/RFP (4 jobs, $12,000), Proposal Sent (7 jobs, $28,500), Approved (3 jobs, $15,000), In Progress (5 jobs, $22,000), and Closeout/Lien (2 jobs, $8,500)

Pipeline stages explained

Stage	What it means
Lead / RFP	Initial inquiries that have not been quoted yet
Proposal Sent	Quotes sent and waiting for customer response
Approved	Customer approved the quote, ready to schedule
In Progress	Work is actively being performed
Closeout / Lien	Job completed, awaiting final billing or lien release

Reading the pipeline health

Each stage shows a count (number of jobs) and a dollar total (combined value). Color coding indicates health:

Green -- Items flowing through at a normal pace
Amber -- Items sitting longer than expected
Red -- Blocked or overdue items that need immediate attention

Tip: Pay close attention to the "Approved" stage. A growing count here means you have work ready to schedule but have not put it on the calendar yet. Do not let approved jobs sit idle.

The active jobs table

Below the pipeline, the Active Jobs table lists individual jobs with sortable columns.

Screenshot: Active Jobs table showing six rows with columns for Job/Address, Status, Owner, Value, and When, with status pills in different colors for Scheduled (blue), In Progress (green), and On Hold (orange)

Click any column header to sort. Click View All at the bottom to open the full Jobs page with all active jobs.

Animation: A user clicking the "Status" column header to sort jobs by status, grouping all "In Progress" jobs at the top, then clicking a job row to open its detail page

Identifying jobs that need attention

Look for these signals in the active jobs table:

On Hold status -- Something is blocking this job. Click to see the notes.
No assigned team member -- The job has not been dispatched yet.
Old scheduled date -- A job scheduled for a past date that is still not completed.

Clicking through to job details

Click any job row in the Active Jobs table to open the full job detail page. From there you can:

Update the job status
Assign or reassign team members
Add notes or line items
Generate an invoice from the completed work

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