How to Manage Existing Jobs

Overview

After you have created a service or project job, or alternatively, converted it from a lead or quote, there are several ways you can manage and keep track of it in Simpro Premium from the Jobs menu.

You can also access contractor work orders from the Jobs menu when you click Contractor Jobs. Recurring jobs are managed in the Recurring A screenshot of a recurring icon with a two arrows circling each other. menu.

Learn more in How to Create Recurring Jobs and How to Manage Contractor Work Orders.

Please note keeping a large quantity of jobs in your system can impact the performance of your build and make it more difficult to locate relevant work. Additionally, it can make system alerts less effective, as important alerts get buried under old redundant alerts. To manage jobs effectively, ensure to archive jobs once you have finished working on them. Learn more in Archive a job.