Prospector access. Public access is not open. This product is separate from initial Identity and Apparatus access.

Screenshots use fictional demonstration accounts. Your data and available actions may differ. Reviewed October 15, 2026.

Deliver work

Move won work through delivery

A job begins when a proposal is marked won. Do this when the client has actually hired you.

Open the submitted proposal’s record and select Mark won.
Add Client name (optional) if known, and Won on (optional) if the hire happened on a previous day. Confirm Mark won to create the job.
Open Jobs in the sidebar. Choose All, Won, Active, Closed, Cancelled or Archived to narrow the list.
Open the job title. Project overview shows the current stage and open readiness items. Select Start work when delivery begins.
Keep messages, files, project credentials, readiness and delivery checks with the record.
When delivery is complete, follow Close or archive a job.

The list shows the client, delivery stage, win date and last change. A missing client name can be filled in on the client page; do not invent a buyer name to complete the win form.

If an imported-history section is present, treat it as historical reference. It is separate from the live pipeline and its current jobs.

What it looks like

Open this screenshot at full size.