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Jobs & scheduling
Run construction jobs, schedule your team in the Planner, and keep on top of reminders.
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Jobs
Jobs overviewDay to day
- Create a job Create a job from a customer record and choose its starting stage.
- Filter jobs and use the Jobs board Find jobs by stage or manager and move jobs through board columns.
- Review job history and messages Open a job card to review its timeline, notes, forms, and communication.
- Upload job files and set access Upload or link files to a job and choose who can see them.
- Schedule job tasks from templates Add job tasks, run task templates, and reset a job’s settings.
- Find jobs and contracts in the mobile app Find assigned jobs and open the read-only contract as a Job Manager.
Set up
- Configure job stages and the Jobs board Set job stages, table shortcuts, and board columns for construction work.
- Job settings Set the required documents, internal task forms, and task templates that Neptune copies onto every new job.
- Configure file and upload categories Organise reusable files and customer uploads with categories.
- Internal task forms Create internal forms and collect required answers when staff start or complete tasks
Planner
Planner overviewDay to day
- Create and move Planner tasks Create a task and change its time, duration, or assigned user.
- Find tasks in the Planner Switch calendar views, filter users, and inspect a job’s task schedule.
- Create and manage appointments Schedule a customer or lead appointment and record its outcome.
- Schedule and reschedule linked job tasks Run a linked task schedule and preview changes to downstream job tasks.