Overview
Job Lists give you a clear, consistent way to find and manage all your jobs in one place. They reduce the effort of interpreting the status board, helping you stay in control so nothing slips through the cracks.
Benefits
Fast, intuitive navigation: Quickly find and manage jobs without unnecessary clicks.
High-level visibility: See job progress at a glance to stay on top of your workflow.
Actionable insights: Easily spot what needs attention and take the right next steps.
How To Use
Accessing Your Job List
Go to your Dashboard: Start from the main Fergus dashboard.
Select the “Jobs” tab: Click to open your list of active jobs.
View your list: All your jobs will appear in a clean, easy-to-read list format.
Filtering Options
Use filters to quickly narrow down your view:
Jobs & Job Phases: View full jobs, individual job phases or both
Job Type: Charge up, estimate, or quote.
Job Status: e.g. To price, In progress, To invoice.
Scheduled: Show whether a job is scheduled or not.
Created Date: Filter by when the job was created.
User or Group: View jobs assigned to specific users or teams.
Creating a Job from the Job List View
You can also create new jobs directly from the Job List View, no need to navigate elsewhere. Just click the “+ Create New” button at the top right of the Job List to get started.
Additional Features
Schedule: Click the + button in the schedule column to assign or edit a job’s schedule directly from the list view.
Search: Use the search bar to locate specific jobs customer, job or address.
View Job Phases: If a job has multiple phases, view them on the left side of the list, each with its own information and progress details.
Conclusion
The Job List View brings all your job information together in one streamlined space, making it easier to stay organised, take action quickly, and keep your workflow running smoothly. With clear visibility and intuitive controls, you can manage jobs confidently from start to finish.