Understanding Jobs
Concept Article – Learn what a Job is, how it relates to Opportunities and Quotes, and how it becomes the operational centre of project delivery.
What is a Job?
A Job represents the execution of work.
Once a Quote has been accepted, one or more Jobs can be created to plan, schedule and deliver the work.
If an Opportunity represents the project and a Quote represents the commercial agreement, then a Job represents the actual work being carried out.
It is where planning becomes action.
Jobs Begin with an Accepted Quote
Every Job is created from an accepted Quote.
This ensures the Job remains connected to:
- The Opportunity
- The Project ID
- The accepted commercial agreement
- The Client
- The Location
- The project history
Because everything is linked together, your project team has access to both the commercial information and the knowledge collected during the estimating process.
One Quote Can Create Many Jobs
Not every project is completed in a single visit.
A single accepted Quote may create multiple Jobs.
For example:
- Stage 1 and Stage 2 works
- Multiple buildings
- Different crews
- Separate shutdown periods
- Ongoing maintenance visits
- Defect rectification
- Recurring service visits
Although the work is divided into separate Jobs, they all remain linked to the same Opportunity and Project ID.
This provides a complete operational history of the project.
A Job Is More Than a Schedule
Many people think of a Job simply as something that appears on the calendar.
In reality, a Job becomes the operational workspace for delivering the project.
Depending on your business, a Job may include:
- Staff scheduling
- Equipment allocation
- Worksheets
- Timesheets
- Forms and Reports
- Site notes
- Photos
- Documents
- Variations
- Progress tracking
Everything recorded during the Job contributes to the permanent history of the project.
Jobs Connect the Office and the Field
A Job acts as the bridge between office staff and field teams.
Information collected during the Opportunity and Quote stages flows into the Job.
Information collected during the Job then flows back to the office.
This allows estimators, schedulers, project managers, supervisors, technicians and accounts staff to work from the same information throughout the project.
Jobs Continue the Project History
Creating a Job does not start a new project.
It simply moves the existing project into the delivery stage.
Likewise, completing a Job does not end the project.
Additional Quotes, Jobs or recurring work can still be added against the same Opportunity whenever required.
JGID keeps the complete history together for the life of the project.
Jobs Generate Project Records
As work progresses, a Job becomes the source of many important records.
These may include:
- Worksheets
- Timesheets
- Forms
- Equipment usage
- Labour records
- Photos
- Completion notes
- Invoices
Each record remains connected to the Job while also remaining part of the overall project history.
Best Practice
Think of a Job as the central workspace for delivering the project.
Keep all project-related information together within the Job rather than storing notes or photographs in separate systems.
The more complete the Job record becomes, the easier it is for everyone involved to understand the project, both during delivery and years into the future.
Frequently Asked Questions
Can one Quote create multiple Jobs?
Yes.
Many projects are intentionally divided into multiple Jobs for operational reasons while remaining linked to the same Opportunity.
Can I create another Job later?
Yes.
Additional Jobs can be created whenever further work is required, provided they relate to the same project.
Does completing a Job finish the project?
Not necessarily.
Projects often continue through additional Quotes, variation work, recurring maintenance or future stages.
The Opportunity remains the central record throughout the entire lifecycle.
Why are Jobs linked to Opportunities?
Linking Jobs to Opportunities preserves the complete project history and ensures everyone has access to the information collected throughout the sales and delivery process.
What information should be recorded on a Job?
As much relevant operational information as practical.
A well-maintained Job becomes the primary record of how the work was planned, delivered and completed.
Summary
A Job represents the delivery of work.
It connects the commercial agreement with day-to-day operations, bringing together scheduling, field work, labour, equipment, reporting and invoicing.
By keeping every Job linked to its Opportunity and Project ID, JGID creates a complete operational history that supports everyone involved in delivering successful projects.