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Introduction to jobs in Onetrace

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Written by Onetrace
Updated over 2 weeks ago

Jobs in Onetrace are scheduled activities, like inspections, installations, or quality checks, managed from the global Jobs page, your central hub for all job-related information. It brings together details about projects, clients, operatives, schedules, and materials, giving you complete oversight of contracted work as it happens.

  • Track progress with clear statuses and real-time updates

  • Assign or reassign work to operatives, with full visibility of schedules

  • Access job sheets, required materials, and supporting forms instantly

  • Keep organised records for reporting, auditing, and client handovers


The Global Jobs Table

The Jobs tab opens with the Global Jobs Table, which provides an at-a-glance overview of all jobs. Each entry contains essential details, including:

  • Job No. – A unique identification number generated by the system.

  • Project – The project under which the job is scheduled.

  • Client – The client linked to the project.

  • Status – The job’s stage: Awaiting, In progress, Completed, or Cancelled.

  • Operative – The team member responsible for carrying out the work.

  • Forms – On-site forms assigned to the job.

  • Scheduled – The planned date(s) for the job.

  • Reference – Any external or custom reference number you use internally.

This table makes it easy to filter, locate, and review jobs at any stage of their lifecycle.

Inside a Job

Selecting a job opens a detailed Job Screen that consolidates everything related to that task:

  • Project & Client – The overarching project and client details.

  • Job Number & Reference – Unique identifiers for accurate record keeping.

  • Operative – The person assigned to carry out the work.

  • Dates – Scheduled start and end dates.

  • Forms – Documents to be completed on-site, either pre-assigned or chosen by the operative.

  • Instructions – Notes and guidance provided to support operatives.

  • Status – Current progress of the job.

  • Job Sheets – Records created during the job, which can be added and updated as needed.

  • Material Summary – A breakdown of materials and rates linked to the work.

  • Actions – Options to reassign the job, delete it, or generate a detailed report.

This screen acts as the single source of truth for all aspects of a job, ensuring clarity for both managers and operatives.

Managing workflows

The Jobs tab doesn’t just display information — it streamlines workflows:

  • Job Scheduling – Allocate jobs to operatives, link them to projects and clients, and define schedules, forms, and references.

  • Reassignment – Transfer responsibility to another operative when needed.

  • Approvals – Track progress with a clear and efficient approval process.

  • Reports – Export detailed summaries of job activity and materials.

  • Job Recall – Mark jobs as complete or recall them without the need for additional support.

Key features

To support efficient work management, Jobs provide:

  • Unified access – Web and mobile unity ensures that the same functionality is available across platforms.

  • Organised information – A hierarchy of details presented in a clear, intuitive layout.

  • Photo integrity – Duplicate photo detection to maintain accurate records.

  • Comprehensive records – Integration of forms, instructions, job sheets, and materials in one place.

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