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.