Quick Summary
The job record (`job single view`) is the center of the CRM. It stores scope, status, dates, notes, attachments, assignments, communication context, financial linkage, and an audit-style history log.
Creating and Structuring Jobs
Job creation handles the insertion of core payload data alongside relationship mappings for clients, subcontractors, and custom fields.
- Navigate to Operations > Jobs and click the + Add New Job button (
job add new). - Select a client from the dropdown or use the Quick Add Client modal if they do not exist in the
clientstable. - Select a predefined Category and Status to trigger accurate visual grouping.
- Enter the execution address. This address string is passed to the geolocation API to generate coordinates for
map data. - Upload initial blueprint or contract attachments directly in the creation form. Files are immediately written to the
uploads/directory. - Click Save.
Managing the Job Control Room
The single job view (job single view) aggregates relational data. The backend fetches timecards, POs, and messages tied to the specific job_id.
- Open any existing job from
job list. - Use the Quick Actions bar to add a timecard or purchase order directly to this job context.
- Scroll to the Job Log section. The system automatically records state changes (status updates, file uploads) with the user ID and timestamp.
- Use the Job Chat panel to send an internal threaded message. This records the message against the job ID rather than a generic inbox.
Coordinating via Calendar and Map
The calendar (calendar) and map (map view) provide visual interfaces over the jobs table based on dates and geolocation coordinates.
- Navigate to Calendar. Use the native drag-and-drop capability to move a job block to a new date. The backend (
calendar update job) immediately commits the new date. - Navigate to Map View. The system renders markers based on the latitude and longitude cached during job creation.
- Click any map marker to invoke a pop-over containing the job summary and a direct hyperlink to the job view.
Processing Attachments
Attachments are handled securely to prevent arbitrary execution.
- Inside a job, locate the Attachments dropzone.
- Drag and drop files. The server (
job add new attachments) validates MIME types, strips executable extensions, and moves the files to tenant-isolated folders. - To remove a file, click the trash icon.
job delete attachmentwill unlink the file from the filesystem and remove the database record.