Creating and Managing Jobs

Organize your work with job tracking in WorkSnap Pro.

What Are Jobs?

Jobs (or projects) help you organize related work:

• Group estimates, invoices, and change orders
• Track time and expenses
• Document progress with photos
• Monitor job profitability

Think of a job as a container for all work related to a single project.

Creating a New Job

1. Navigate to Jobs from the main menu
2. Click New Job or the + button
3. Fill in job details
4. Save the job

Job Information

Basic Details

Field	Description	Example
Job Name	Descriptive title	"Smith Kitchen Remodel"
Customer	Link to customer	John Smith
Status	Current stage	Active
Site Address	Work location	123 Main St

Job Description

Add project details:

• Scope of work summary
• Special requirements
• Access instructions
• Notes

Dates and Timeline

Field	Description
Start Date	When work begins
Target Date	Expected completion
Completion Date	Actual finish date

Job Statuses

Track where each job stands:

Status	Description	Color
Active	Currently in progress	Blue
On Hold	Temporarily paused	Yellow
Completed	Work finished	Green
Cancelled	Job cancelled	Red

Changing Status

1. Open the job
2. Click status indicator or Edit
3. Select new status
4. Save

Linking Documents to Jobs

Estimates

1. Create a new estimate
2. Select the job from dropdown
3. Or link existing estimate to job

All related estimates appear in job view.

Invoices

1. Create invoice from job
2. Or select job when creating invoice
3. Invoice links to job automatically

Change Orders

1. Create change order
2. Link to job
3. Track scope changes per job

Job Financial Summary

See financial overview on each job:

Metric	Description
Estimated	Total from linked estimates
Invoiced	Total from linked invoices
Paid	Payments received
Outstanding	Amount still due
Labor Cost	Time entries × labor rate (if set)

Note: To track profitability, set a labor rate in Settings > Time Tracking. Labor cost is calculated from logged time entries. Material and other expenses can be tracked as line items on invoices.

Job Activity Feed

View all job activity:

• Estimates created/sent
• Invoices created/paid
• Change orders
• Photos added
• Time logged
• Notes added

Managing Multiple Jobs

Job List View

See all jobs with key info:

• Job name and customer
• Status indicator
• Financial summary
• Recent activity

Filtering Jobs

Filter by:

• Status (Active, On Hold, etc.)
• Customer
• Date range
• Team member assigned

Sorting Options

Sort by:

• Name
• Created date
• Start date
• Status
• Amount

Job Search

Find jobs quickly:

1. Use search bar
2. Enter job name, customer, or address
3. Results appear instantly

Assigning Team Members

If you have a team:

1. Open job
2. Go to Team or Assigned
3. Add team members
4. They can access job details

Job Templates

For recurring job types:

1. Create a job with common settings
2. Save as template
3. Use template for similar jobs
4. Modify specific details as needed

Completing Jobs

When jobs are finished:

1. Mark status as Completed
2. Set the Completion Date
3. Job moves to completed jobs list
4. Access anytime for reference—all historical data is preserved

Completed jobs remain searchable and their documents (invoices, estimates, photos) remain accessible.

Job Best Practices

1. Create early - Set up job when estimate sent
2. Use site addresses - Helps with scheduling
3. Update status - Keep status current
4. Link everything - Connect all related documents
5. Add notes - Document important details

Mobile Job Access

On mobile devices:

• View job details in the field
• Add photos directly
• Log time on-site
• Access customer contact info
• Check job address for navigation

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