Jobs and estimates
Finding a job
Searching by title or number, and filtering by status.
- Click Jobs in the side menu.
- Type part of a title, or a job number, in the search box.
- Choose what to show. The list opens on Current jobs. It changes as you choose and type.
- Current jobs: everything not yet paid, lost or cancelled.
- All jobs: your whole history, including imported jobs.
- Estimates waiting for approval, Starting in the next two weeks and Licences ending in the next 90 days: the same lists as the boxes on Today.
- Or one status, such as Invoiced.
A search from Current jobs looks through every job, so an old job number is always found. Click Clear to go back to current jobs. Jobs are listed newest first, 100 to a page, with Newer and Older to move between pages.
With more than one business name, the list shows the business you are working in. Choose Both businesses in the Working in box to see them all.