How do I view and manage jobs?

There are several ways to view and manage your jobs in getSoapy:

• view due, upcoming, or complete jobs from the dashboard
• view jobs scheduled for today using the work view
• view jobs from the jobs page
• view jobs linked to a customer
• view jobs linked to a round

View jobs from the dashboard

On the dashboard, you'll find a summary of job statuses for all your jobs. For an explanation of what each status means, see How do job statuses work?

Click on a status to view the list of jobs with that status. This will take you to the jobs page with a filter applied so you only see the jobs with the status you selected.

To clear the filter, click the X icon.

View and manage jobs from the jobs page

To view and manage all of your jobs, go to Tools > Plan > Jobs or search for Jobs.

To see your jobs on a map, click the menu icon in the top-right corner and select Show map. You can group the map pins by round or by status.

Click on the menu icon to the right-hand side of a job to access the following options:

• View customer to go to the customer page
• Schedule job manually (see How do I manually schedule jobs?)
• Unschedule job to take the date off a scheduled job
• Assign worker to change who does a scheduled job, without moving the date or notifying the customer
• Mark as done to generate an invoice and take payment if the customer has added an automatic payment method. You can also add a purchase order reference, upload attachments, add an external payment, or make a one-time invoice adjustment
• Skip job until it's next due. If you're skipping it at the customer's request, you can record this and we'll show how often this happens in the Jobs tab on the customer page
• Edit job title, service(s) included, frequency, round, invoice adjustment, advanced scheduling options, duration, notes, customer purchase order number, job address, tags, and attachments
• Edit price change to plan a new price from a later date (see How do I adjust the price of a job?)
• Delete job

View and manage jobs linked to a customer

To view and manage jobs linked to a specific customer:

1. Search for the customer or go to Tools > Manage > Customers and select the customer.

2. Select the Jobs tab below the customer's details.

3. Click on the menu icon to the right-hand side of a job to access the following options:

• Schedule job (or Reschedule job) manually (see How do I manually schedule jobs?)
• Unschedule job to take the date off a scheduled job
• Assign worker to change who does a scheduled job, without moving the date or notifying the customer
• Mark as done to generate an invoice and take payment if the customer has added an automatic payment method. You can also add a purchase order reference, upload attachments, add an external payment, or make a one-time invoice adjustment
• Skip job until it's next due. If you're skipping it at the customer's request, you can record this and we'll show how often this happens in the Jobs tab on the customer page
• View history to view or edit past job occurrences including notes and attachments, and view forecasted job occurrences
• Edit job title, service(s) included, frequency, round, invoice adjustment, advanced scheduling options, duration, notes, customer purchase order number, job address, tags, and attachments
• Edit cost breakdown
• Invoice Adjustment to make a one-time adjustment to the next invoice of a job (see How do I adjust the price of a job?)
• Edit price change to plan a new price from a later date (see How do I adjust the price of a job?)
• Cancel job to stop this job recurring. You can Resume job from the same menu or manually schedule this job again later
• Delete job