Jobs

Customer work with superpowers — attached to a customer and ready to become a review request.

Illustration for Jobs

Jobs are the second kind of workspace record — the one with superpowers. Where a task is a simple internal to-do, a job represents real customer work, and that changes what it can do.

1. A job is attached to a customer

On a job record, you attach the customer the work is for. That connection is what separates jobs from tasks: the job knows who it's for, what the work is, and when it's happening — the full context of a real service.

2. Scheduled like everything else

Jobs live in the same list, board, and calendar views as your tasks, so booking a customer job and planning your internal week happen in one place. Move a job through your board lanes as it progresses, or work from the calendar on the day.

3. A job can prepare its own review request

Because the job knows the customer and the work, you can prepare the review request right on the job — including attaching your own before and after photos — so when the work is done, the ask is ready to send. That's the payoff of the job record, and it's covered in full in Sending from a Workspace Job under Reviews.

Current Capabilities
  • Attached to a customer, with the full context of the work
  • Same list, board, and calendar views as tasks
  • Prepares the review request — with your before & after photos — for when the job is done
Why It Matters
  • Customer work carries its context from booking to follow-up
  • One schedule for jobs and internal tasks
  • The review ask is ready the moment the work is finished

Accuracy Notes

Audience: Every logged-in user, plus teams coordinating work

Jobs are the workspace record for customer work. A job attaches to a customer, carries the details of the work being done, and can prepare the review request that goes out when the job is finished.

This page reflects current app behavior and avoids speculative feature claims.