Step 1: Open Jobs
TapClick the menu button at the top left of the screen, then Jobs.TapClick Jobs in the menu on the left.
Look forthe Jobs item in the menu
What this is
A job number, like SA-0042, gives every job a short name your crew and customers can quote. Your jobs get theirs in the order they were made, and every new job gets the next one by itself.
Nothing changes until you have checked the list and said so, and Undo puts everything back straight after.
Step 2: TapClick Show me
A blue box says how many jobs have no number yet. TapClick Show me. Nothing changes until you say so.
Look forthe Show me button
Step 3: Check the letters
Under Job numbers start with are your company’s initials. Keep them, or type your own, up to six letters and numbers.
Look forthe Job numbers start with box
Step 4: Check each job’s stage
Each job shows the number it will get, in the order the jobs were made, and a stage worked out for it: Under way if people have worked on it, Booked if people are on it, Won if nobody is on it yet, and Closed if it is archived. Change any that is wrong.
Look forthe Under way choice
Step 5: Give them numbers
TapClick the orange button at the bottom. It says how many jobs it numbers.
Look forthe Give jobs numbers buttonGood to know: Something wrong? TapClick Undo straight after, and your jobs are as they were.
Step 6: Your board is ready
Your jobs are on the board now, each with its number, and every new job gets the next number by itself.
