How To: Jobs: Checkpoints

As users progress through the lifecycle of a Job, there are checkpoints they can select along the way. These checkpoints can be found on the right side of a Job listing's Core Details Page

The Checkpoints are:

• Quote/PA Sent to Client
• Signed by Client & Uploaded
• PO Sent to Vendor
• Job Billed
• Cancelled

As the Job moves through the workflow, checkmarks will appear on the Job main page

Checking the "Signed by Client & Uploaded" will produce the checkmark in the Approved column

Checking "Job Billed" will produce the checkmark in the Billed column

Checking "Cancelled" will produce the orange checked in the Cancelled column