Jobs and job numbers

Everything the crew can book hours to. Every job numbered, and never twice.

For the office 4 min read Updated 29 Oct 2026

The Jobs list: numbered jobs with title and town, the client, start and target dates, the hours booked to each, a status of active, on hold or draft, and Status and Report buttons. — The Jobs list. The Hours column is the labour booked to each job.

Raising a job

On Jobs, add a job.
Pick the client, give it a title, and save.

The form offers the next number, like 2026-0007: the year, then a four-figure sequence that starts again at 0000 every January. Two people raising a job at the same moment get two different numbers.

Keeping your paper job numbers

To match a paper job sheet, type its number instead — 2026-0275, or 26 275 — on a new job or an existing one, as long as no other job has it. If one does, it tells you which. The next number offered carries on from the highest, and a renumbering is recorded and shows on the job’s audit report.

Word jobs for admin and yard hours

For hours that belong to no job, use a word instead of a number: 2026-ADMIN, 2026-YARD. A word job takes no number from the sequence and leads its year in every list.

Searching

Anywhere you search, type a number the way a job sheet writes it: 26 156 finds 2026-0156, 26 1 narrows to 2026-0100 to 0199, and 26 Admin finds 2026-ADMIN.

Job status

Change it with Status on the job’s row. Live, the list’s first filter, is draft, active and on hold together.

Status	In the crew’s job picker?	Use it when
Draft	No	Being quoted. Not bookable yet
Active	Yes	Work is on; hours can go to it
On hold	Yes, flagged	Paused, but hours may still land
Completed	No	Finished. Refuses new hours; stamps the date
Archived	No	Off the lists. History is kept

Completing a job is a gate, not a label. The moment it’s completed nobody can book to it — including for days already worked. If somebody still owes you hours on it, get those in first.

Clients

Every job picks its client from Clients: a name, a contact and phone number, and the address. Clients archive rather than delete, and a client with live jobs can’t be archived — complete or reassign the jobs first.