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. 

