Skip to content
SophiieHelp Center
Esc
↑↓navigate↵open⌘Jpreview
Book a support call

How do I use the Jobs tab?

The Jobs page is where all your work lives, split across three tabs: Today, Schedule and All jobs. It opens on Today, so you land on what needs your attention right now rather than a big table.

Read the transcript

The Jobs page is where all your work lives. Click Jobs in the menu on the left. It opens on Today. For my review is anything needing a decision, Unscheduled is jobs with no time yet, and Today’s jobs is what’s booked for today. Schedule is the calendar view of your bookings. Old schedule and calendar links land here too. All jobs is the full table. Customer, job and service, when, assignee and status. New job, top right, creates one. Filter with the status tabs above the table. Each one shows a live count. Click the Customer or When header to sort. Ten jobs fit on a page, with a pager in the footer. Or use the Sort dropdown. Latest, Oldest, or by Customer. Search finds a job by customer or title. Every row has a three-dot menu. The first item follows the job’s status. Confirm for a Pending job. Find a time if it has no time yet. Below that, View job, Edit job and Duplicate. Duplicate makes a copy and opens it. Click View job to open the job in a drawer.