Creating a Job

A job represents a single customer order in CraftStage. Creating one is the first step in the production pipeline.

What you need

To create a job, you need at minimum:

• Customer name — The customer or company name (e.g., "Lincoln High School")
• Customer email — Used for sending approval links

Optional fields that help you stay organized:

• Reference number — Your internal PO or order number
• Due date — Sets urgency sorting on the dashboard
• Notes — Internal notes visible only to your team

Creating a job

From the dashboard, click Create Job. Fill in the customer details and click Save. The job is created in draft status and the parse dialog opens automatically so you can start adding data.

You don't need to fill in everything upfront. The only required fields are customer name and email. You can add the reference number, due date, and notes at any time by editing the job.

Job statuses

Every job moves through a series of statuses that reflect its progress through the production pipeline:

The system enforces valid transitions — for example, a job can't move to "production ready" until preflight passes with zero errors. You'll always see the current status on the job detail page.

Managing jobs

On the dashboard, you can filter jobs by status, search by customer name or reference number, and sort by creation date, due date, or customer name. Jobs with preflight errors show a warning badge so you can spot issues at a glance.

To delete a job, use the delete action on the job detail page. Deleted jobs are soft-deleted and can be recovered if needed.

Next step

After creating a job, you'll parse your input data to extract the items.