My Roof CRM

The Jobs list: grid, list, status and delete

Use the Jobs page (headed "Projects") to search every job, switch between grid and list, change OPEN/WON/LOST status and delete a job.

Beginner 4 minOwner / manager, Office & admin staff, Sales rep / estimator· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideScriptChecklist

The board shows stages; the Jobs page shows the same jobs as a searchable list with status and revenue. It is the better view when you need to find one job among hundreds or scan revenue by customer.

By the end you can

  • Search and switch views
  • Change a job status from the card
  • Delete a job with confirmation

Screens used

Step by step

  1. Open Jobs/projects

    Click "Jobs" in the sidebar.

    You should see: The page heading reads "Projects" with the search box "Search by project or client name...", a grid/list toggle and "Create new project".

  2. Switch to list view and search/projects

    Click the list icon. Type a client name into the search box.

    You should see: Columns: Project, Client, Status, Revenue, Created. Rows filter as you type.

  3. Change status from a card/projects

    Switch back to grid. On a card open the status dropdown and pick OPEN, WON or LOST.

    You should see: The badge updates. Choosing DELETE opens a "Delete Project" confirmation.

    Status and stage are related but different: moving to Signed on the board sets WON automatically; marking LOST here is the same as "Mark as lost" on the board. Choosing WON here moves the job to Signed, and choosing OPEN on a won job moves it back to Quote sent.

  4. Open a job/projects

    Click a card or row.

    You should see: The job page opens.

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