Jobsites

A Jobsite is a grouping record for the supply points where work happens. It has a name, an optional Company, an optional Location, a status and a description. Supply points are assigned to a jobsite from the jobsite’s Supply Points tab, and a supply point belongs to at most one jobsite. Quotes, Sales Orders and Hardware refer to a Jobsite.

Jobsites sit alongside Projects: a supply point can be on a project and on a jobsite at the same time, and the two assignments are independent. See how projects, jobsites and supply points fit together in the Projects overview.

Jobsites live in the sidebar under Projects and Sites. You need the Jobsites: Read permission to see the entry.

The Jobsites list

The list shows every jobsite with its Company, Location, Status and the number of Supply Points assigned to it. Above the list:

• The status pills Total, Planning, Active, On Hold and Inactive show a count each. Click a pill to show only that status, click more pills to add statuses, and click Total to clear the filter.
• Search Jobsites… matches the jobsite name or the company name.
• The view toggle switches between List view and Card view. On narrow windows only the card view is shown.
• Add Jobsite opens the form for a new jobsite. The button appears only if you have the Jobsites: Create permission.

In list view, click a column heading to sort by Jobsite, Company, Location or Status; click it again to reverse the order. The list opens sorted by name. Your search, status filter and sort are part of the page address, so you can share the link. The Actions column holds an edit icon for each jobsite; it appears only if you have the Jobsites: Update permission. A missing company or location shows as N/A. When nothing matches, the list reads No jobsites found with the hint Try adjusting your search or filter criteria.

The jobsite page

Click a jobsite name to open it. The header shows the name, a status badge, the jobsite ID and, with the Jobsites: Update permission, an Edit icon. Two tabs sit below it:

• Overview shows a Details card with Company, Supply Points and Location, and a Description card that reads No description. when empty.
• Supply Points lists the supply points assigned to this jobsite as cards or as a table, each with its Location and Company, with a search box, a view toggle and an Assign Supply Point button.

Statuses

Status	Notes
Planning	The default for a new jobsite. Blue badge.
Active	Green badge with a check mark.
On Hold	Yellow badge with a pause icon.
Inactive	Red badge.

You can change a jobsite from any status to any other at any time.

How-to guides

• Find a jobsite
• Add a jobsite
• Edit a jobsite
• Delete a jobsite
• Assign and unassign supply points
• Jobsite fields and messages