A Day in the Life of a Job

Overview

Every Job in JGID follows the same simple workflow.

Once you understand this journey, you'll understand how the different parts of JGID work together.

Don't worry about learning every feature just yet. The goal is simply to understand how information flows through your business.

The JGID Workflow

Every Job begins with a customer and finishes with an invoice.

Client
│
├── Contacts
├── Locations
│
├── Enquiries
│
└── Opportunities
      │
      └── Quotes
            │
            └── Jobs
                  │
                  ├── Worksheets
                  ├── Daily Labour Summaries (DLS)
                  ├── Job Hazard Analyses (JHA)
                  │
                  └── Invoices

Each record builds on the previous one, creating a complete history of the Job from beginning to end.

Step 1 – A Customer Contacts You & You do a Site Visit

Everything starts with a customer.

The customer may already exist in your CRM, or they may be completely new.

If they're new, you'll simply create a Client, Contact and Location.

Step 2 – You Prepare a Quote

Once you understand the customer's requirements, you create an Opportunity and prepare a Quote.

The Quote contains the work you intend to carry out and the agreed pricing.

If the customer accepts the Quote, you don't need to enter everything again.

Instead, you simply create a Job from the accepted Quote.

Step 3 – The Work Begins

Once the Job has been created, it's ready to be scheduled.

You allocate your technicians, equipment and resources before sending your team to site.

As work progresses, technicians can complete:

Worksheets.
Daily Labour Summaries (DLS).
Job Hazard Analyses (JHA), where required.
Notes and photos.

These records provide a complete history of the work completed.

Step 4 – Complete the Job

When all work has been finished, the Job is marked as complete.

Completing the Job prepares it for invoicing while preserving everything that happened during the project.

Step 5 – Create the Invoice

The final step is creating the Invoice.

Because all information has flowed through the workflow, there's no need to recreate the Job or re-enter customer information.

The Invoice is created directly from the completed Job, helping maintain a complete audit trail from the customer's first enquiry through to payment.

Why Managers Love This

Following a consistent workflow means everyone in the business knows where to find information.

Managers can quickly see:

Which Quotes are waiting for approval.
Which Jobs are currently in progress.
What work has been completed.
Which Jobs have been invoiced.
The complete history of every customer interaction.

This improves visibility, reduces administration and makes it much easier to manage the business as it grows.

Best Practice

Follow the workflow in order wherever possible.
Convert records rather than creating new ones from scratch.
Allow information to flow naturally from one stage to the next.
Complete each stage before moving to the next.

Next Step

Now that you understand how a typical Job moves through JGID, it's time to set up your business and create your first records.

Next Article: Set Up Your Company Profile