Jobs, Leads and Closed
- Jobs shows every job by stage. Board and List switch between stage columns and a table grouped by stage with client, holder, days in the stage, progress bars, late count, finish date and contract. Click a group heading to fold it. Board opens first; BulkDesk remembers the one you last used on that device.
- Leads (office only) holds every request from a client until it is won or lost. See Boards.
- Closed is the archive of finished jobs, with a search.
Jump to any job from the top bar by number, name or address (Ctrl K).
Next: Inside a job ›Inside a job
| Tab | What it is for | Who uses it most |
|---|---|---|
| Board | Every activity in groups, with responsibles, trade, dates and status. Click a row to open its card, comment and @mention | Site Manager |
| Kanban | The same activities as cards by status. Drag a card to change it | Site Manager |
| Program | Plan against actual on one sheet: dashed is the original plan, yellow is today, then This week on site and Needs a decision | Planning |
| Documents | Drawings, specifications, permits, safety documents and photos | Everyone on the job |
| On site | The gate QR poster and who is on site right now | Site Manager |
| Diary | One page a day: weather, work done, deliveries, delays, notes. Save as draft, then sign | Site Manager |
| Safety | SWMS and inductions people sign before the gate lets them in | Site Manager |
| Estimate | The BOQ: sections, lines, margins, client price. Site notes become a draft BOQ here | Planning, Finance |
| Materials | The order list from the estimate: ordered, delivered and what was paid | Planning, Site Manager |
| Costs | What the job has cost against the BOQ budget | Finance, Planning |
| Variations | Changes to the contract | Everyone running the job |
| Billing | Progress claims against the contract | Finance |
| Reports | PDFs to print or send | All three profiles |
Site roles never see prices: Estimate, Costs and Billing are office only, and documents marked "has prices" are left out by the server.
Next: Progress bars ›Progress bars
Each job shows Program (the average percent of its activities), Materials delivered and, for the office, Budget spent and Claimed. A solid bar is progress; a striped bar has passed its limit. Whoever runs an activity sets its percent: 0, 10, 25, 50, 75, 90 or 100.
Next: The diary ›The diary
After a day is signed, changes are kept as corrections with a reason. Signed by mistake? Use Signed by mistake? on that day; it needs a manager unless you are one.
Next: Job documents ›Job documents
Added by the office and the Site Manager. Tick has prices on anything with money in it: only the office sees those. A document opens in a box over the page with Download, Share and Open full screen, never in a new tab.