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JobsJobs Overview

Managing Jobs

Jobs are where the real work happens. Once a client approves your estimate, you create a job to manage the execution — scheduling crews, tracking progress, handling change orders, and ultimately invoicing when the work is done.

What You’ll Learn

  • What jobs are and how they fit into your workflow
  • What’s inside a job
  • How jobs connect to estimates and invoices

The Tallie Workflow

Jobs sit right in the middle of your end-to-end workflow:

Estimate → Approval → Job → Completion → Invoice → Payment

An estimate is your proposal. Once it’s approved, you create a job to actually do the work. When the work is finished, you create an invoice from the completed job.

What’s Inside a Job

Each job is a hub for everything related to a piece of work:

  • Line Items - Carried over from the approved estimate (materials, labor, quantities)
  • Schedule - Start and end dates, crew availability
  • Crew Assignments - Who’s working on the job
  • Scope Items - Detailed work instructions
  • Change Orders - Billing adjustments when scope changes mid-job
  • Internal Notes - Job-site observations, reminders, and communication

How Jobs Flow

Every job moves through a clear set of statuses:

Draft → Scheduled → In Progress → Completed

At each stage, different actions become available. A draft job is still being set up. Once scheduled, your crew can see it on the calendar. When work kicks off, it moves to in progress. And when the work wraps up, you mark it complete and create an invoice.

A job can also be Canceled if the work is called off.

See Job Lifecycle for the complete breakdown of each stage.

Jobs Dashboard

Your jobs dashboard gives you a snapshot of all your active work. You can see:

  • Total Jobs - How many jobs you’re managing
  • Status Breakdown - Jobs grouped by their current stage
  • Upcoming Schedule - What’s coming up next

Filtering Jobs

Use the tabs to filter by status:

  • All - Shows all jobs
  • Draft - Jobs you’re still setting up
  • Scheduled - Jobs with dates assigned, ready to go
  • In Progress - Work that’s actively happening
  • Completed - Finished jobs

You can also search by job name or client name using the search bar.

Job Details

Click on any job to see its full details. From here you can:

  • Edit the job title and scope
  • View line items from the estimate
  • Assign crew members
  • Set or update schedule dates
  • Manage change orders
  • Add internal notes
  • Create an invoice when work is done

Quick Actions

From the jobs list or job detail page, you can quickly:

  • Create Job - Start a new job from scratch or from an approved estimate
  • Schedule Job - Assign dates and crew
  • Mark In Progress - Indicate work has started
  • Complete Job - Wrap up the job and prepare to invoice
  • Create Invoice - Generate an invoice from a completed job
Last updated on
Sending EstimatesCreating Jobs