Phases
Phases split a long job sheet into stages — first fix, second fix, commissioning. On a two-day job they're noise; on a three-week one they're the difference between a job sheet you can read and a wall of fifty steps.
Add a phase, then fill it
Add phase drops a band into the job sheet. Give it a title and, if it helps, a description explaining what “done” looks like for that stage. Steps below the band belong to it.
Drag to organise
Grab a phase by its handle and move it — its steps travel with it. Drag a step onto a band to file it under that phase, or out of one to leave it ungrouped. Ungrouped steps are fine; a job sheet doesn't have to be fully phased.
Each phase can have its own team
Assign people to the phase, not just the job — the sparks on first fix, the plumber on second. They see the work that's theirs. Save the sheet before assigning a brand-new phase; it needs to exist first.
Deleting a phase keeps the work
Remove a phase and its steps stay, simply ungrouped. You're deleting the grouping, never the work or the evidence attached to it — so reorganising a job sheet is safe.
More in Jobs
- Create a job — Start a job: the customer, the dates, the job sheet and any compliance it needs.
- The job page — How one job page tracks the work, the photos and the money in one place.
- The job sheet — Build the steps your team works through on site, and ask for photo evidence where it matters.
- Assign people — How work reaches a phone — and why a contractor only sees the jobs they're assigned to.
- Job statuses — What each status means, and why most of them are worked out for you.
- Corrections — Send work back in writing, against the exact step, and close the loop properly.
See what else Job sheets can do, or browse all guides. Still stuck? Email support@jobivo.co.uk.