Jobs tab

  • View scheduled, in-progress, and completed jobs.
  • Open a job for details, location, and client chat.
  • Update status as work progresses (contractor workflow).

Workers

  • Add workers from your company workforce tools (name, skills, availability).
  • Assign workers from the job detail / team section.
  • Assigned workers receive notifications about their assignments.

Clients

  • Maintain a clients list with history, notes, and contact info.
  • Mark VIP clients if your workflow supports it.

Clients tab vs Settings

Worker and client management may appear in job flows and business settings depending on your company configuration — use Jobs and Settings → Business as the starting points.