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Operations is where the work gets delivered. In the app it’s under Operations: Projects, Schedule, Bookings and Products. Bookings and products have their own pages — see Bookings and Inventory.

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Projects

A project is a job your team delivers — usually a lead you’ve won (see Sales). Operations → Projects shows them on a Board, by stage, or as a List. The default delivery stages are In progress, Handed over, Invoiced, Collected and Cancelled — change them in Settings → Pipelines. Create one with New project — name, pipeline and stage, the customer, the site address, budget and dates — or convert a won lead. Open a project for its Overview, Timeline and Financials:
  • Revenue — invoices billed for the job.
  • Costs — expenses tagged to it, materials issued from stock at their cost, and costs you add yourself (labour, overhead or an adjustment).
  • Margin, and what’s collected vs still to collect.
To use stock on a job, click Issue materials on the Financials tab and search your catalogue. It takes the items off your stock at their cost and adds them to the job. Click Add cost for labour, overhead or an adjustment. Issued the wrong thing? Ask Tia to return it to stock. With Tia: “how’s the Marina fit-out doing?”, “add 4,500 labour to JBR villa”, “move JBR villa to Handed over”.

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Schedule

Operations → Schedule is your calendar of appointments, visits and jobs, and who’s on them, in Month, Week or Agenda view. Alongside it:
  • Up next — the next jobs coming up.
  • Blocked — projects that are stuck, and why.
Tiles at the top show jobs This week and Today, Team active, and jobs that are Unassigned.

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Add a job

On the Schedule, click Add job on a day (or the + on any date). Give it a title and a type — Site visit, Installation, Training, Maintenance, After-sales or Other — then the Date, Time and length in minutes, who it’s Assigned to, the customer or deal it’s for, and any Notes. Click Schedule. Use the Who filter to see one person’s or one team’s jobs. Or tell Tia — “schedule the Carpenco install Thursday 9am, two hours, send Ravi’s crew”. She can also move a job (“move Thursday’s install to Friday, same crew”), take it off the calendar, mark it done or cancelled, and add or remove crew. If a person or team is already booked at that time, you’re warned — “Ravi is also on P-2026-0031 at 9:00 that day” — but not stopped. Sometimes back-to-back is exactly what you want. Online bookings from customers appear on the schedule too, marked Booked online.

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Blockers

When a job can’t move, tell Tia — “JBR Villa 4 is blocked, waiting on the marble” — and it shows on the Schedule’s Blocked panel with how long it’s been stuck. “JBR Villa 4 is unblocked” clears it. Blocked projects are also in the morning brief every day they stay stuck.

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Team and resources

A resource is anyone or anything you schedule or take bookings for: a person, a team, a room or bay, a chair, a vehicle. Manage them on Settings → Users & roles → Resources, where you can add or deactivate them. They don’t need a Taskezy account. You don’t have to set them up first: the first time you schedule a name Tia doesn’t know, she adds it.

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What’s next

  • Sales — the leads your projects come from.
  • Bookings — let customers book appointments themselves.
  • Inventory — the stock you issue to jobs.