Jobs & Pipeline

Understand how agents (real-estate customers) see their jobs in the My Orders view, including the stats bar and tab-filtered list.

Learn the three ways to open any job's detail surface — the slide-in sheet, the fullscreen dialog, and the dedicated URL page — and when each is appropriate.

Walk through every section inside an open job — the two-tab layout, the fields, the activity timeline, and how agents vs. providers see different controls.

Understand the Projects page structure available to provider roles — the heading, view modes, pagination, and how the page adapts per role.

Use status filters, advanced field filters, date range shortcuts, and Saved Views to find exactly the jobs you need.

Navigate grid and table views, read job cards accurately, and use bulk selection to act on multiple jobs at once.

Learn every status in the jobs pipeline, how they map to backend values, and how to move jobs through stages using the Kanban board or inline controls.

Assign the right people to a job using the Rankings picker, inline dropdowns, and bulk assignment — and understand how permission rules govern who can assign what.

Efficiently move large numbers of jobs through the pipeline using bulk status updates, cross-page selection, and delivery enablement.

Create, apply, rename, and delete named filter presets to jump instantly to the jobs you care about most.