> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcsolar.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage projects and jobs

> Move an agreed sale through readiness, installation and close-out.

**Open:** **Projects & Jobs**. Search for the linked project before creating delivery work.

## Choose a view

| View                | Use it for                                                       |
| ------------------- | ---------------------------------------------------------------- |
| Split view          | Select a project and work through its details alongside the list |
| All projects & jobs | Search and compare the wider register                            |
| Needs attention     | Find work waiting on an action or missing requirement            |
| Field days          | Group visits into a crew's day where available                   |

## Prepare the job

1. Open the customer/project and confirm the accepted scope.
2. Review site information, system/BOM and funding status.
3. Set up the job using the supported creation or operational controls.
4. Assign an eligible installer and proposed installation date.
5. Resolve operations-clearance and other readiness requirements.
6. Confirm the schedule and handover through the available actions.

An accepted quote, recorded deposit and approved finance are separate checks. Do not schedule based only on a sales-stage label.

## Project tabs

| Tab                | What to review                                    |
| ------------------ | ------------------------------------------------- |
| Overview           | Ownership, status and installation readiness      |
| Site               | Property and installation details                 |
| Site Activity      | Site-related work and updates                     |
| System & BOM       | Agreed equipment and materials                    |
| Rebate tracking    | Linked provider/public certificate information    |
| Project Files      | Supporting documents and available provider files |
| Activity           | History of project changes and work               |
| Project financials | Obligations, funding, collections and balances    |

## Update and close

Record progress using the relevant job, compliance or operational control. Waiting on customer information, rebate work, grid approval, inspection and metering are distinct reasons for delay.

Before close-out, confirm completed installation, required evidence, compliance, customer handover and financial follow-up. A completed job may still have outstanding project obligations.

## ArgonixIntelligence in this workflow

Use briefs and linked customer context to identify the next blocker. Readiness, compliance and payment records determine whether work can proceed.


## Related topics

- [Manage customer records](/customers/records.md)
- [Manage products and bill of materials](/delivery/catalogue.md)
- [Manage the pipeline and deal stages](/customers/pipeline.md)
- [Use ServiceM8 alongside ArcSolar](/integrations/servicem8.md)
- [Book appointments and plan field days](/delivery/calendar.md)