Using the Jobs Pipeline

Modified on Wed, 3 Jul at 2:42 PM

*** The Jobs Pipeline is a new View for your Work Orders / Jobs that is designed to make day to day management even easier. ***

First Go to the menu and choose Sales > Work Orders

Choose the Pipeline View

Now you will see a new View for your Work Orders that is more space efficient and allows for more options. The Jobs Pipeline uses all the same statuses that you are used to interacting within Work Orders. These statuses are all inclusive of your daily workflow and no new statuses are required to continue doing your important day-to-day work.

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