Create and Manage Jobs
Learn the full job lifecycle from creating a new job to completion, including setting details, assigning your team, adding tasks, and tracking status updates.
Learn the full job lifecycle from creating a new job to completion, including setting details, assigning your team, adding tasks, and tracking status updates.
This guide walks you through the entire job lifecycle in JobsiteOn. You will learn how to create a new job, configure its details, assign team members, add tasks, update the job status through each stage, and review job history. By the end, you will be able to manage any job from start to finish with confidence.
When you navigate to /jobs, you see a list of all jobs in your workspace. Each row shows the job title, assigned contact, current status, priority level, and the date it was created.
/jobs/new.Enter a clear, descriptive title that your team will recognize at a glance. Good titles include the type of work and location, such as "Kitchen Renovation at 42 Oak Street" or "Monthly HVAC Maintenance for Acme Corp."
Use the description field to capture scope of work, special instructions, access notes, or any context your field team needs. You can format text with bold, lists, and links.
Select an existing contact from the dropdown or create a new one inline. The contact determines who receives job updates, emails, and portal access.
Choose the service property where the work will be performed. Linking a property keeps your job history organized by location and enables map-based scheduling.
Select the person responsible for leading the job. A job lead is required for new jobs. If you choose a team that already has a lead, JobsiteOn selects that person automatically; otherwise, pick a lead from your roster before saving.
You can also attach the job to a team. Team assignment helps managers review check-ins and field status by crew.
Choose from the available priority levels:
Priority affects how the job appears in your dispatch board and team views.
If your workspace uses job check-ins, the form starts from your default check-in settings. You can override them for this job:
Pick a target completion date. This date appears on the job detail page and can trigger reminder notifications when configured.
After creating the job, assign the people who will do the work.
/jobs/[slug].Once team members are assigned, you can create schedule events linked to this job. Navigate to the Schedule section to drag the job onto the calendar or use the dispatch board.
Tasks break a job into specific action items your team can check off as they work.
For a deeper look at tasks and checklists, see Add Tasks and Checklists to Jobs.
Jobs move through a defined set of statuses as work progresses. You can update the status from the job detail page or directly from the jobs list.
| Status | Meaning | When to use |
|---|---|---|
| Pending | Job is created but not yet started | Default status for new jobs |
| In Progress | Work is actively underway | When the crew begins on-site work |
| Completed | All work is finished | When every task is done and the job is closed |
You can also change status from the jobs list by clicking the status badge on any row.
When you update a job status, the following happens:
You can send email updates to the customer directly from the job detail page.
/jobs/[slug]./inbox to confirm the message was sent.Every action on a job is recorded in the activity feed on the detail page.
The activity feed provides a complete audit trail. Use it to:
Check your active filters. The status or priority filter may be hiding the job. Clear all filters and use the search bar to find it by title or job number.
Confirm you have the correct permissions. Only workspace owners and team members with job management access can update statuses.
Verify that notification preferences are enabled in each team member's account settings. Also confirm their email address is correct in the team roster.
Simply click the status dropdown again and select the correct status. The activity feed records every change, so the history is preserved.
You can edit the job to add or change the linked contact and property at any time from the job detail page.
Yes. A contact is optional during creation. A property and job lead are required for new jobs so JobsiteOn knows where the work happens and who is responsible for the field workflow.
Yes. You can assign as many team members as needed. Each one receives notifications and sees the job in their personal task list.
Completing all tasks does not automatically change the job status. You still need to manually update the status to Completed when you are satisfied the work is done.
Yes. Change the status back to In Progress or Pending if additional work is needed. The status change is logged in the activity feed.
Jobs cannot be deleted to preserve your business records. If a job was created in error, update the status and add a note explaining the situation.
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