Jobs

Every customer from the first call through completion

Loading jobs…

⌕

👆

Select a customerCustomer information stays here while you work.

Job

Address

Phone

Email

Next action

Latest note

Secretary job update

Select Get Update for a current summary from saved job information.

Add job update

Date

Move this customer

Everything connected to this job

New Initial Contact

Create a new job in the first column.

Customer or job name

Job description

Phone (optional)

Email (optional)

Address (optional)

Next action

Estimate date (optional)

Installation date (optional)

Notes (optional)

Add or update this customer in SaySend Contacts and link the job.

Job customers are kept in SaySend Contacts by default. Uncheck the box only for a job-only entry.

Edit Jobs Columns

Use the arrows to change column order, the pencil to rename, and the × to remove. Drag a divider on the board to resize a column live.

Edit Column

Column name

Changes save automatically. Drag the column divider to resize.

Check this address

Possible existing contact

Another contact has this name. Compare the details, then choose how to continue.