These three keep the portal organised and stop teams from mixing planning with execution.
| Item | What it is | Example |
|---|---|---|
| Job | The work outcome you deliver | Mow + edge + blow down |
| Visit | A scheduled attendance (often recurring) | Fortnightly Tuesday 9–12 |
| Task | An internal action for staff | Call customer, request photos |
Recommended workflow
- Create a Job for the service.
- Create/confirm the Visit for the day/time.
- Add Tasks for follow-ups and admin steps.