How to Keep Track of Jobs in GES

By the end of this video, you'll know how to quickly check the status of your quotes, jobs, and invoices from the web portal. From the dashboard and main page of the software, you'll see charts showing the status of your quotes, jobs, and invoices within a selected date range. On the left, you'll see quotes issued, outstanding, or accepted. In the middle, jobs created, uninvoiced, or completed. And on the right, invoices issued, outstanding, or paid. Click View under any, or use the menu bar to go to jobs, quotes, or invoices. In the jobs window, use the buttons at top to filter for outstanding and archived jobs. On this page, each job is displayed with the address, customer, and title. There are also handy date and status filters at the top over here. You can also create custom job statuses in your settings you can apply to jobs, which will appear here. The Quotes page offers a similar overview but adds some extra detail about the value of the quote and which job it's connected to. On the Invoices page, you'll see tasks outstanding, paid, Reconciled, Drafts, and Archived jobs. Outstanding invoices show how much your customer owes you, how much they've paid, and how many days it's been since issued. You can also add and keep track of payments with the buttons in the far right column. You can adjust the date range here as well, and click Export Data if you need to export it. That's it! Everything you need to monitor jobs and invoices is accessible in just a few clicks.