# Introduction to Jobs > Find any job, read its page, follow its status, and find where each action lives. Source: https://jobwisepro.com/help/jobs/introduction-to-jobs Category: Jobs Updated: 2026-10-22 A job is one piece of work for a [contact](/help/contacts/introduction-to-contacts). Its visits, quotes, invoices, checklist, and notes sit on one job page, opened from **Jobs**. ## Find jobs on the list and board Open [**Jobs**](/go/jobs) and choose **List** or **Board**. The board is the default. Narrow the page with filters: 1. Pick a **Status**. It defaults to **Open**, which hides **Canceled** and **Paid** jobs. Choose **All** for every status. 2. Pick an **Assignee**: **All** or **Me**. 3. Pick a **Schedule**: **All**, **Scheduled**, or **Unscheduled**. 4. Type part of a title in the search box. Each board column is one status. A card shows the job title, job number, contact, value, assignee or **Unassigned**, and next visit or **Unscheduled**. With edit access, drag a card to another column to change its status. To add a job, select **New job** in the page header. Members who can edit jobs see it. See [create a job](/help/jobs/create-a-job). ## Read a job's page Select a job in the list or on a board card. The breadcrumb reads **Jobs** and **Job #N**. - **Header**: the job title, the status control, and the action menu. A job from a [recurring series](/help/jobs/set-up-recurring-jobs) links to its series. - **Summary**: **Customer**, **Assigned to**, **Job value**, and **Next visit**. - **Side column**: customer details and the **Service address** card, with directions and a map. - **Financial summary**: **Quoted**, **Invoiced**, **Paid**, and **Outstanding**. - **Section links**: one per section below. - **Checklist**: work items for the job. See [use job checklists](/help/jobs/use-job-checklists). - **Notes**: internal team notes. A job [converted from a lead](/help/leads/introduction-to-leads) names that lead here. - **Schedule**: the job's visits. See [introduction to the schedule](/help/schedule/introduction-to-the-schedule). - **Quotes**: attached quotes. See [create a quote](/help/quotes/create-a-quote). - **Invoices**: attached invoices. See [create an invoice](/help/invoices/create-an-invoice) and [collect a payment](/help/invoices/collect-a-payment). - **Photos & Docs**: appears while job files are on. See [share job photos and documents](/help/jobs/share-job-photos-and-documents). - **Automation**: appears to members who can edit jobs, when review requests are on. - **Activity**: a log of changes to the job. ## Where each action lives - **Job title**: select it in the header. Read-only when the job is closed or you cannot edit. - **Status**: the header control. Its menu lists the statuses, **Put on hold** or **Take off hold**, and **Cancel job**. - **Assigned to** and **Job value**: in the summary. A job with no value shows **Not priced yet**. - **Service address**: the selector on that card. Choose another saved address to send the job there. - **Visits**: **Schedule** in the Schedule section. The **Delete slot** icon removes a visit. - **Quotes**: **Attach existing** and **Create new** in the Quotes section. The **Quote actions** menu holds **Mark accepted**, for draft or sent quotes, and **Detach**. - **Invoices**: **Attach existing** and **Create new** in the Invoices section. The **Invoice actions** menu holds **Detach**. - **Checklist**: tick an item to mark it done. Adding items and the **Templates** menu need full checklist access. The menu holds **Apply a template**, **Save as template**, and **Manage templates**. - **Review requests**: the **Request review when completed** switch in the Automation section. - **Header action menu**: **Schedule a visit**, **Create a quote**, **Create an invoice**, **Unlink lead #N**, **Ask for a review**, and **Delete job**. Items show only when your access allows them. > **Warning:** Deleting a job removes it from the list and board. Only members with full job access > see **Delete job**. ## Statuses Every job has one status. The main flow runs in this order: **New**, **Needs scheduling**, **Scheduled**, **In progress**, **Completed**, **Invoice sent**, and **Paid**. To set a status by hand, pick one from the status control. A move to an earlier status applies only after you confirm it. Some statuses change on their own, each only when the job has the matching visit, quote, or invoice. - **New** moves to **Scheduled** when a future visit exists, or to **Needs scheduling** when an attached quote is accepted. - **Needs scheduling** moves to **Scheduled** when a future visit exists. - **Scheduled** moves to **In progress** when a visit starts, and back to **Needs scheduling** when no visits remain. - **In progress** moves back to **Scheduled** when a future visit exists and none has started. - **In progress** and **Completed** move to **Invoice sent** when an attached invoice is sent. - **Invoice sent** moves to **Paid** when every attached invoice is paid. Hover over the status for its latest automatic change. **Put on hold** saves the job's current status. **Take off hold** returns the job to that status, or to **New** when none was saved. A **Canceled** or **Paid** job cannot be put on hold. A job that is **On hold** keeps its status when its visits, quotes, or invoices change. **Paid** and **Canceled** are closed. Editing controls are disabled, and visits, quotes, and invoices cannot be added. ## Who can do what See [roles and permissions](/help/team/roles-and-permissions) for role access. - Viewing jobs needs view access. With access to assigned jobs only, the list shows your jobs, and other jobs return not found. - Changing a job needs edit access. - With edit access to assigned jobs only, you can change the status of jobs assigned to you. - Quote and invoice amounts need quote or invoice view access. - If [your plan](/help/organization/change-your-plan) no longer includes Jobs, existing jobs stay visible, but you cannot change them.