Status and ownership
Keep the customer, location, owner, and current work in view.
Job management
Open the job. Find the work that belongs to it.
Keep the customer, crew, equipment, tasks, job time, and field notes together. Review an active job without piecing it back together from separate lists.
Job workspace
What belongs on an active job record
Tasks
Assign the next step and record progress or blockers.
Equipment
See which machines and operators are assigned.
Notes and activity
Find photos, comments, plans, and closeout with the job.
Give the work a name, an owner, and a place in the crew’s day.
- Break the job into tasks.
- Assign the next step.
- Update the same task from the field.
Worked example
Keep a multi-day dirt job readable from start to finish.
Illustrative workflow for a driveway, pad, trench, or drainage job. The job stays the common reference as the people and work change.
Start with the customer and site
Create the job, link the relevant customer and location, and assign people, machines, and tasks. Keep the scope context with that job.
Record each working day
Use time entries for hours and job notes, photos, and task updates for what happened. The job can stay open across several days.
Explain changes
When scope, crew, or equipment changes, leave the supporting note and keep time on the right job. Add Material Tracking if supplier tickets or water usage are part of the record you need.
Review before billing or moving on
Use the job-day closeout and supporting records to check what finished and what remains. Prepare estimates, invoices, and payments in your existing business tools.
Job context
Keep notes and recorded activity useful for different questions.
- A note explains what the crew saw
- Use authored notes and supporting photos for scope context, site conditions, and the details someone needs to read later.
- Activity leads back to the work
- The job’s Activity tab shows recorded closeouts, service visits, oiler job sessions, and supply refills with a path to the source. It complements the note rather than requiring someone to narrate each event twice.
- The customer and place have their own records
- Companies, contacts, and locations stay reusable. Keep the right outside person and site linked to the work as the job continues across days.
Practical questions before you choose.
Is job management included in Core Crew?
Yes. Core Crew includes one office, one foreman, and three field worker seats, with jobs, tasks, assignments, time, notes, and simple closeout. Included seats are role-specific.
Do we need a new job record every day?
No. Keep one active job across its working days, with the time, updates, and date-specific closeouts underneath it. Separate jobs make sense when your company treats the work as a separate job, not simply because another shift started.
Related pages
Build the operating picture
See CutFill in use
Bring one active job.
We’ll show how its assignments, hours, equipment, and notes stay connected.