Job Stages allow you to categorize your workflow and job list.
When you create a new job you can start with one of three stages:
Lead
Audit
QA
To update the stage on a single job:
Simply click on the name - address field at the top left of the job screen to open the job edit screen. For easy reference, this field always shows the current stage of the job.
The first item on the popup screen is the stages:
Click the Stage drop-down box to open and select a new stage.
This action will then take you back to the job list.
To update the stage on multiple jobs at a time
In this example, we are selecting two uncategorized jobs, and will be changing them to leads.
Once you have started to select jobs (see orange check mark), a new box will open at the bottom of the screen.
To move these jobs from uncategorized to leads, click on the Move option
Click on Choose a stage, (this will open the list of stages) choose the new stage and then click on the Move button. The screen will clear and show the updated job list.