Jobs represent the contracted work that your teams are performing in real-time, giving you full visibility and control over each task without needing to be on-site.
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
With Jobs, whether through the global page or in a project, you can schedule work for your team members. Customise and manage schedules from anywhere, and quickly access detailed information about each job. This makes it easy to track progress, assign tasks, and ensure your projects run smoothly.
What is a Job?
In Onetrace, a Job is essentially a container for the work your team members are completing. Each job can include multiple job sheets, materials used, and instructions for operatives.
Jobs can be used in several ways:
Daily work – Each job can represent a day’s work, containing all the job sheets and tasks completed that day.
Weekly work – You can create one job per week, adding multiple job sheets for different tasks and locations, then complete the job at the end of the week.
Job sheet container – A job can also serve as an overall container for all work associated with a specific project.
The global jobs table
Key job fields
Field | Description |
Job Number | A unique identification number is automatically generated when scheduling a job. |
Project | Displays the project under which the job was scheduled. |
Client | Shows the client for whom the work is being performed. |
Status | Tracks the job’s progress: Awaiting, In Progress, Completed, or Cancelled. |
Operative | Lists the team member assigned to the job. |
Scheduled Dates | Displays the date(s) during which the job is scheduled. |
Forms | Shows forms assigned to the job for operatives to complete on-site. |
Reference | Optional field for your internal job reference numbering system. |
Reassign Button | Allows you to reassign the job to another operative. |
Instructions | Displays any specific instructions added when scheduling the job. |
Job Sheets | All job sheets created by operatives for that job; new sheets can be added via the + Add Job Sheet button. |
Material Summary | Summarises all materials and rates associated with the job. |
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.