Jobs help you organise and coordinate the work carried out by contractor companies at your site.
In this guide, you'll learn how to create a job, assign a contractor company, and plan upcoming work.
1. Open your project
Go to Projects in the left-hand menu and select the project you want to work with.
Click Add job to start creating a new job.
💡 Good to know: Not every organisation uses Projects. If you don't see Projects in the left-hand menu, this feature isn't enabled for your company.
2. Complete the job details
Fill in the required information:
Job name: Give your job a clear, recognisable name.
Company: Select the contractor company responsible for the work.
Organiser: Select the person responsible for organising the job.
Project: Confirm the project associated with the job.
Start and end dates: Define when the work will take place.
Additional information: Add any other relevant details.
💡 Tip: Can't find the contractor company you're looking for? You can create a new company directly from the job form. See 🏢 Add Contractor Companies for more information.
3. Set the job dates
Select the start and end dates for the work.
Important: When creating a job under a project, the job's start and end dates must fall within the project's dates.
4. Create your job
Review the information you've entered and click Create job.
🎉 Your job has now been created!
The job is now available in your Jobs overview, where you can open it to review the job details and follow up on contractor onboarding.
What happens next?
The contractor company can manage its workers and complete the required onboarding steps.
You can follow their progress directly from the job.
✅ Next step: Monitor contractor onboarding to make sure the company and its assigned workers are ready before work begins.