From a lead to a job

A job is the work you do for a customer: the quote, the amount, who is doing it and when. Jobs live under Jobs in the sidebar, with two views. Pipeline follows each deal from quote to won or lost. Dispatch is where you put the active work in order and schedule it.

Every job starts from a lead

There is no button to create a job from nothing. You open a lead and click Convert to job. The job appears in the Quotedcolumn, named after the service the lead asked for, or New job when none is recorded, with the lead's value as its starting amount, and the lead shows View job from then on. A lead has at most one live job: while it has one the button reads View job, and once that job is deleted the lead can be converted again. The step is written out in Every action on a lead.

Until you have converted a lead, the Jobs page shows No jobs yet, with a link to your leads.

The job's amount becomes the lead's value

Once a lead has a job, you stop typing its value on the lead. The value is recalculated from the job every time the job is saved: when it is created, when its amount changes, and when it moves into or out of Lost. A job marked Lostand a deleted job do not count. When the lead's only job is lost or deleted, a value that came from that job is cleared and the field is yours to type again; an estimate you typed yourself is left as it was. On the lead, the Value field shows the job's amount with the caption From job, and each change is written to the lead's Activity like a manual edit.

Winning or losing the job marks the lead

When a job moves to Won or Lost, its lead is set to the same status at that moment, with the date, and for Lostwith the reason and note you gave on the job. The change appears on the lead's Activity as a status change. It happens only on the move into Won or Lost. Moving a job back to Quoted or Scheduled leaves the lead as it is, so a lead you edited on its own is not undone by a change on the board.