Action Steps (Do these after you watch)
1) Find the proposal you created (use the date range filter)
Go to Proposals
Use the date range filter (example: Created Today)
Click the proposal (ex: “Josh’s websites”)
Tip: This is the fastest way to locate the “test” proposal from the prior video.
2) Confirm there is no job yet (before accepting)
Open Jobs
Filter Jobs by Created Today
Confirm the job list is empty for that proposal (no job exists yet)
3) Change proposal status to Accepted (this triggers automation)
Go back to your proposal in Proposals
Change Status from Viewed → Accepted
Click Save Changes
Important: The moment you set Accepted, the system automatically creates:
A Job
A Task list tied to that Job
4) Verify the job was created
Go to Jobs
Use the same Created Today filter
You should now see the new job (named after/linked to the proposal)
Click the job to open the Job detail page.
What Sales Should Know on the Job Page
5) Understand Job Status vs Job Stage
Inside the Job record, you’ll typically see two progress indicators:
Job Status (overall lifecycle)
Created
Scheduled
In Progress
Completed
Canceled
(In the demo it’s shown as dynamically created / newly created.)
Job Stages (more detailed workflow stages)
Planning
Logistics
Initial Review
Information Gathering
Work In Progress
Completed
Invoice
Partially Paid
Fully Paid
You can edit these, but in most cases ops/admin will manage this.
6) Know the default assignment behavior
Current Assignee defaults to Brandon when a job is created.
Primary Owner may be blank initially and can be updated later (usually by Brandon/ops).
If the assignee changes, the new assignee receives an email notification that the job has been assigned to them.
7) Optional: Add an address (if you have it)
You don’t have to do this as sales, but you can if it helps.
Enter the job address
Click Save
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The system will:
Generate latitude/longitude
Show the map location for the job
8) Jump from the job to the original proposal and task list
From the Job page you can:
View the original accepted proposal
Click directly into the Task list (without going back to the Tasks menu)
9) Use Notes for collaboration and visibility
Inside the Job record:
Add a Note
Tag a teammate if needed
What happens when you’re tagged:
You’ll see a notification in-app (top notifications area)
You’ll see it in the Notifications section
You’ll also get an email notification
There may be an optional sound alert depending on settings
Notes are the “source of truth” for quick context on what’s happening with the job.
Quick FAQs
Do I need to manage jobs as a sales rep?
Not usually. This is mainly for visibility so you can quickly see status/stage and respond to the customer.
What’s the one thing I should be careful about?
Changing a proposal to Accepted — it immediately creates a Job + Task list and signals “ready to execute.”
If I need an update for a customer, where should I look?
Open the Job, review Status/Stage, and check Notes/Activity.