Email on a job
Email threads attached to this job, including anything the intake agent routed here on its own.
For Managers and project managersUpdated
Correspondence about a job, kept with the job rather than in somebody's inbox. Some of it you attached. Some of it arrived by itself.
Some of this arrived by itself
The intake agent reads incoming mail and routes matching messages onto the job it belongs to. You will find threads here nobody filed by hand.
That is the point: the correspondence that decides a job usually happens in email, and it is worth nothing to the shop if it stays in one person's inbox.
Checking what it did
Anything the agent placed here can be checked in Email Audit, which shows what arrived, what it matched on, and where it went.
If a thread landed on the wrong job, that is the screen that tells you why.
What it does not do
More in Overview
Your first 30 minutesShop setup asks for a name, and can take an address, a logo, a point of contact, your people, your machines, and the work you already have. The dashboard checklist then walks your first job.
Quotes and projectsEverything the shop is working on. A quote is a job you are pricing; accepting it turns it into a project and carries everything across.
Inside a jobThe job header: client, PO, stage and notes. Everything else about the job hangs off the sidebar beside it.
Your accountYour profile, your theme, your language, how Jeevy reaches you, and what the assistant should remember about you. Everything here is about you, not the shop.
Job costOut-of-pocket costs logged against a job, with their receipts: a hardware run, site gas, a courier. Material purchases live in Purchasing.