The Jobs page (Logistic › Jobs) lists every pickup, delivery and on-site service job in one table. Click a row to change a job in the Update Job drawer, tick several rows to assign or complete them together, and use Print or Export for run sheets. To choose the table's columns and how a day's jobs are sorted, go to Settings › EasyBiz Console › Pages › Jobs, then click Publish.

What the Job Table is for

The Job Table is the master list of your pickup, delivery, and on-site service jobs. Each job is one visit by a field worker, such as collecting items from a customer, delivering a finished order, or doing work at the customer's place.

Most jobs are created automatically from customer orders. You can also add a standalone job for one-off work. From the Job Table, office staff can see what is scheduled, spot unassigned work, assign field workers, update job details, and track completion.

For multi-market businesses, each job belongs to a Market and Location:

  • A Market is the country or region the job belongs to.
  • A Location is the operating area responsible for planning and dispatching the job.

Jobs created from orders keep the Market and Location stored on the order. The job address does not move the job into another Market or Location.

The table follows your account's Market and Location access. You only see jobs in the areas you are allowed to manage.

Open the Job Table

  1. In the top navigation bar, click the Logistic dropdown.
  2. Click Jobs.

What each column shows

Each row is one job. The first column has a tick box for selecting jobs, and the Payment column next to it shows Paid or Unpaid for the job's order. A job that isn't linked to an order shows "—".

The default columns after that are:

Column What it shows
Date The date the job is scheduled for. When you filter to one single day, this column is hidden.
Type Pickup, Delivery, or On-Site Service.
Order No The customer order linked to the job. Empty for a standalone job.
Schedule The scheduled date and time window.
Customer The customer linked to the job.
Worker The person assigned to the job. Empty when nobody is assigned.
Address The pickup, delivery, or service address.
Status Pending assign, Scheduled, Completed, or Failed.

The table has no separate Market or Location column. Use the Location filter above the table to separate dispatch work. Each Location option shows its Market name, so multi-market teams can pick the right operating area.

Some column headers, such as Type, Worker and Status, have their own quick filter. It only narrows the jobs already loaded on the screen.

Choose the table's columns

Owners and admins decide which columns the Jobs page shows for the whole team.

  1. Click the ⚙️ Settings icon.
  2. Click EasyBiz Console. Owners find it under Staff app configuration; other admins find it under Administration. You can also type "EasyBiz Console" in Search settings.
  3. Under Pages, click Jobs. The settings open on the left, with your Console on the right as a live preview.
  4. Make your changes under Table columns (see below).
  5. Click Publish on the preview's toolbar. Your team's Consoles get the changes straight away.

Under Table columns:

  • Click + Add Column and pick the field to show. Each field can be added once.
  • Drag a column up or down to change its place in the table.
  • Click a column to open its settings:
    • Column Header changes the label at the top of the column. Leave it empty to use the field's own name.
    • Sort jobs on the same day sorts a day's jobs by this column, A - Z or Z - A. Leave it on Don't sort to skip it.
    • Print Column decides whether the column appears when you print the table.
  • Click Remove column to take a column off. To show a different field, remove the column and add a new one.
  • Reset to Default brings back the standard columns. Nothing changes for your team until you click Publish.

Useful extra columns

The default columns cover what most dispatch teams need. Add another field only when staff need it to make daily decisions.

Column Add it when
Customer Phone Dispatchers or field workers often need to call customers.
Customer Private Note Staff need customer-specific reminders, such as access instructions or preferences.
Job Time You usually look at one day and want a short time-only column.
Job Schedule Option Customers choose named pickup or delivery windows.
Order Amount Due Field workers may need to collect payment. It shows what the order still owes and updates when the customer pays.
Job Note Job-specific instructions should be visible without opening the job.
Job Service Types Field workers need to know the service before arriving.
Job Photos Proof or reference photos should be visible in the table.
Sales Channel Code or Name Your team handles jobs from several stores, POS locations, or online channels.

Sort a day's jobs

The table always lists the newest day first. Inside each day, jobs follow the columns where you set Sort jobs on the same day. When several columns are sorted, the column further left decides first, and the next one only breaks ties.

For example, add the Job Time column to the right of Worker, and set both columns to A - Z. Each day's jobs are then grouped by worker, and each worker's jobs run in time order.

Sorting changes the row order only. To see the value you sort by, keep that column in the table.

Job statuses

Status Meaning
Pending assign The job exists but nobody is assigned yet.
Scheduled A worker is assigned and the job is on their list.
Completed The worker or office team completed the job.
Failed The job could not be done, for example because the customer was not home.

Assigning a worker moves an open job to Scheduled. Removing the worker returns it to Pending assign. Assignment rules can also assign a worker automatically when a new job is created. See Assigning Drivers Automatically.

Use the controls above the table to narrow the list:

  • Search: find jobs by customer, customer phone, address, or order number.
  • Location: select the operating Location. Its Market appears under its name. Clear it to see every Location you can access.
  • Job date: select a date or a date range of up to 366 days. With Status set to Completed, the range uses the day the job was completed; otherwise it uses the scheduled date.
  • Assignee: show the jobs of one worker.
  • Payment: tick Paid, Unpaid, or both. A job is Paid when its order has confirmed prices and nothing left to pay.
  • Status: show only Pending assign, Scheduled, Completed, or Failed jobs.
  • Job Type: show only Pickup, Delivery, or On-Site Service jobs.
  • Clear filters: remove every filter at once.

The table loads 20 jobs at a time. Click Load more below the table for the next 20. The number next to the buttons shows how many jobs are loaded out of all the jobs that match.

Update one job

  1. Click the job's row. The Update Job drawer opens.
  2. Change what you need:
    • Contact
    • Job Address
    • Assign To
    • Status: Completed or Failed. A completed job stays completed.
    • Schedule Date and Schedule Time
    • Job Note
    • Job Photos, for example a photo of the item the driver should collect
  3. Click Update Job to save.

The linked order, the job type and the job's Location can't be changed after the job is created.

To cancel a job, click the ⋯ menu at the end of its row, select Cancel Job, and click Confirm. A cancelled job leaves the table.

Update several jobs at once

Tick the jobs in the first column. The search box changes into two bulk actions:

  • Assign: pick a person in "n selected - assign to...". In the Assign jobs window, add a note if you like, then click Assign.
  • Mark as complete: in the Mark jobs complete window, add a reason if you like, then click Update.

There is no other bulk editing. To change a schedule, address or note, open each job's row.

Add a job by hand

Most jobs are created from orders. Add a job by hand for standalone or one-off work.

  1. Click Add Job above the table.
  2. Fill in the drawer:
Field Required? Details
Link to Sales Order Optional Search for an order if the job belongs to one. Leave it empty for a standalone job.
Contact Required for a standalone job Select the customer for the job.
Job Address Required Select an address with a pinned map location.
Job Type Required Pickup, Delivery, or On-Site Service.
Assign To Optional Select a worker, or leave it empty to keep the job in Pending assign.
Schedule Date Required The date of the job.
Schedule Time Optional The time or time window.
Location Required when shown Shown when your account has more than one Location. Select the Location responsible for the job.
Job Note Optional Instructions or information for the job.
Job Photos Optional Reference photos for the job.
  1. Click Add Job.

Print

Print prints the rows loaded on the screen, with your current search and filters. Only columns with Print Column turned on are printed.

Before printing a run sheet:

  1. Select the right Location.
  2. Choose the date and any other filters.
  3. Click Load more until every job you need is on the screen.
  4. Click Print.

Export

Export opens the Export jobs window.

  • Your current search and filters (Location, Assignee, Payment, Status and Job Type) carry into the export.
  • Choose Today, Current month, Last 7 days, Last 4 weeks, Last month, or a Custom date range.
  • The export uses the Jobs page's columns.
  • A filtered export covers up to 92 days and 5,000 jobs.
  • The export only includes the Markets and Locations your account can access.

FAQs

Why do I only see 20 jobs when there are more?

The table loads 20 jobs at a time to stay fast. Click Load more below the table for the next 20, or narrow the date range or filters.

My driver's name is missing from the Assign To list. Why?

Only staff with a Field Service seat can be assigned jobs. Give the driver a Field Service seat, and they appear in the list. See Inviting Your Team and Managing Access.

Can I set a job to Failed from the table?

Yes, one job at a time. Click the job's row, set Status to Failed in the Update Job drawer, and click Update Job. The bulk action only marks jobs as complete.

I made changes but lost them. What happened?

Changes in the drawer are saved only when you click Update Job. If you closed the drawer or left the page first, they were dropped.

Do I need the Job Table if my drivers use the EasyBiz Workflow app?

Yes. The app is for the drivers themselves. The Job Table is for you and your office staff to plan, reassign, and check the work. Both show the same jobs.

What's next

To see the same jobs on a calendar and drag them to another time or driver, see Planning the Day on the Scheduler. To see them on a street map with your drivers' positions, see Setting Up the Job Map.