Raising a job, keeping the paperwork attached to it, and closing it out so it moves itself into the invoicing queue instead of sitting in your head.
Jobs is the day to day list. It does not sort by date, it sorts by what needs you.
Needs you at the top, work in progress underneath, finished work out of the way at the bottom.
Search finds anything by job number, customer or title.
Starting a new one takes about fifteen seconds.
Title, customer, and roughly what it is worth. That estimate is what your margin gets measured against later.
Add their reference so it matches the purchase order when it turns up, set the priority, and describe the scope.
Create it, and the job gets its own number and its own page.
That page is the whole story of the job. The quote it came from, their purchase order, the service report, and the invoice at the end.
You can generate a risk assessment and method statement against the job as well, so the paperwork travels with the work.
When it is finished, mark it ready to invoice. It moves itself into the invoicing queue and stops being your problem to remember.
It is what your actual margin gets measured against when the job is finished. Without it you have no way of knowing whether the work made money.
Not always, but chasing an invoice is far harder without one. Worklot flags jobs you have agreed to do that have no purchase order behind them yet.
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