Job Management
Track jobs, manage pipelines, and assign work to your team.
Articles
Creating and Managing Jobs
Add jobs, assign team members, set deadlines, and track progress from start to finish.
Using the Job Pipeline
Drag-and-drop kanban board for tracking jobs visually across stages.
Converting Jobs to Invoices
Complete a job and generate an invoice with all costs and line items carried over.
Frequently asked questions
Paid plans have no cap on active jobs. The Free plan is aimed at getting started rather than running a full job pipeline, so if you are juggling more than a handful at once, a paid plan is the right home for them.
Yes, on any paid plan. Assign a job to a team member and track their progress on the job pipeline.
Related help categories
Cleaning helpApps and add-ons helpLinks you send your customers helpGetting Started helpInvoicing helpContacts & CRM helpBrowse all Help Centre categories
Looking for what it does rather than how to use it? Job management in OneBookPlus.