Parent Jobs (COES Container)

1 Job List

→

2 Job Detail

→

→

→

→

Job List & Detail

9:41

Job Management

Total Jobs

Open

Work Orders

Search jobs by number or name...

J-010024

Smith Residence — Full Restoration

Open5 WOsDec 12

J-010023

Oakwood Towers — Commercial Clean

Open8 WOsDec 10

J-010022

Davis Insurance Claim — Water Damage

Closed3 WOsNov 28

J-010021

Hilton Downtown — Carpet + Tile

Open12 WOsNov 20

Pro Tip: Parent jobs group all work orders for a single project. Use them for multi-day restoration jobs or commercial accounts with recurring services.

Job List Live

parent-jobs/index.tsx — Summary stats,
search, filters, job cards

9:41

J-010024

Completion 60%

Job Details

Type Restoration

Referral State Farm

Project Mgr Mike K.

Created Dec 12, 2026

Work Orders (5)

WO-44801 — Demo & Tearout

$1,200 • Completed Dec 13

WO-44802 — Water Extraction

$2,400 • Completed Dec 14

WO-44803 — Dry-Out & Monitor

$1,800 • Completed Dec 16

WO-44804 — Carpet Install

$1,820 • Scheduled Dec 20

WO-44805 — Final Clean

$1,200 • Pending schedule

Job Detail Live

parent-jobs/[id].tsx — Hero banner,
progress, child WO list, actions

Create & Link

9:41

Create Parent Job

Job Information

Job Name *

Job Type

Referral Source

Assignment

Project Manager

Sales Tech

Options

Track Time to Job

Link time clock entries to this job

Show Third Parties

Display TPA contacts on this job

Info: A job number (e.g., J-010025) will be auto-generated. You can link existing work orders after creation.

Create Parent Job Live

parent-jobs/create.tsx — Job info,
assignment, toggle options

9:41

Link Work Orders

Search unlinked work orders...

Unlinked Work Orders

WO-44810 — Mold Remediation

Smith • $2,100 • Dec 18

WO-44811 — Drywall Repair

Smith • $900 • Dec 22

WO-44812 — Tile & Grout

Chen • $1,600 • Dec 19

WO-44813 — HVAC Duct Clean

Morrison • $780 • Dec 21

2 selected

Will inherit PM: Mike K. • Type: Restoration

Link Work Orders Live

parent-jobs/[id]/link.tsx — Search,
multi-select, cascade defaults

Close & Financials

9:41

Close Job

Close J-010024?

Smith Residence — Full Restoration

Completion Check

All 5 work orders completed

All payments collected

No pending change orders

Warning: Closing sets the completion date and archives the job. You can reopen later if needed.

Close Confirmation Live

parent-jobs/[id]/close.tsx — Validation,
completion check, close action

9:41

Job Financials

$8,420

Total Job Value

$5,400

Collected

$3,020

Pending

WO Breakdown

WO-44801 Demo

Completed

$1,200

WO-44802 Extraction

Completed

$2,400

WO-44803 Dry-Out

Completed

$1,800

WO-44804 Carpet

Scheduled

$1,820

WO-44805 Final Clean

Pending

$1,200

Pro Tip: Job-level financials roll up from all linked work orders. Close the job when all WOs are completed and paid.

Job Financials Planned

parent-jobs/[id]/financials.tsx —
Rollup totals, WO breakdown

Jobs & Detail Live

9:41

Job Management

Total Jobs

Open

Search jobs...

J-010024

Smith Residence

Open5 WOs

J-010023

Oakwood Towers

Open8 WOs

J-010022

Davis Insurance

Closed3 WOs

Job Info

Type

Restoration

Referral

State Farm

Project Mgr

Mike K.

Financials

Total Value

$8,420

Collected

$5,400

Pending

$3,020

Work Orders

5 total

WO-44801 Demo & Tearout

$1,200 • Completed

WO-44802 Water Extraction

$2,400 • Completed

WO-44804 Carpet Install

$1,820 • Scheduled

WO-44805 Final Clean

$1,200 • Pending

Create & Link Live

9:41

Create Parent Job

Job Information

Job Name *

Job Type

Referral Source

Assignment

Project Manager

Sales Tech

Options & Defaults

Track Time to Job

Link time clock entries

Show Third Parties

Display TPA contacts

Cascade Defaults

Auto-apply PM/type to new WOs

Info:Job number auto-generated (J-010025). Cascading defaults propagate PM, type, and referral to all linked work orders.

Close & Financials Live

9:41

J-010024 — Close Job

Close J-010024?

Smith Residence

All 5 WOs completed

Payments collected

No pending changes

$8,420

Total Job Value

$5,400

Collected

$3,020

Pending

WO Breakdown

WO-44801 Demo

$1,200

WO-44802 Extraction

$2,400

WO-44803 Dry-Out

$1,800

WO-44804 Carpet

$1,820

WO-44805 Clean

$1,200

Link Work Orders Live

9:41

Link Work Orders to J-010024

Search unlinked WOs...

Available Work Orders

WO-44810 Mold Remediation

$2,100 • Dec 18

WO-44811 Drywall Repair

$900 • Dec 22

WO-44812 Tile & Grout

$1,600 • Dec 19

Selected

Combined value: $3,000

Cascading Defaults

Project Manager

Mike K.

Job Type

Restoration

Referral

State Farm

Job Dashboard Live

https://app.3bids.io/contractor/parent-jobs

Job Dashboard

24 Jobs · 87 Work Orders

Total Jobs

Open

Work Orders

$142K

Total Value

Job #	Name	Status	WOs	Value	Progress
J-010024	Smith Residence	Open	5	$8,420	60%
J-010023	Oakwood Towers	Open	8	$24,600	38%
J-010022	Davis Insurance	Closed	3	$6,200	100%

Job Detail Live

https://app.3bids.io/contractor/parent-jobs/J-010024

J-010024 — Smith Residence

Full Restoration · 60% Complete

Job Info

Type

Restoration

Referral

State Farm

Project Mgr

Mike K.

Created

Dec 12, 2026

$5,400

Collected

$3,020

Pending

Work Orders

5 total

WO-44801 Demo & Tearout

Completed • $1,200

WO-44802 Water Extraction

Completed • $2,400

WO-44803 Dry-Out & Monitor

Completed • $1,800

WO-44804 Carpet Install

Scheduled • $1,820

WO-44805 Final Clean

Pending • $1,200

Create Job Live

https://app.3bids.io/contractor/parent-jobs/create

Create Parent Job

Job Information

Job Name *

Job Type

Referral Source

Assignment

Project Manager

Sales Tech

Options & Defaults

Track Time to Job

Show Third Parties

Cascade Defaults

Info:Job number auto-generated. Cascade defaults propagate PM, type, and referral to linked work orders.

Link & Financials Live

https://app.3bids.io/contractor/parent-jobs/J-010024/link

Link Work Orders to J-010024

2 Selected · $3,000 Value

Unlinked Work Orders

WO-44810 Mold Remediation

Smith • $2,100

WO-44811 Drywall Repair

Smith • $900

WO-44812 Tile & Grout

Chen • $1,600

Cascading Defaults

Project Manager

Mike K.

Job Type

Restoration

Referral

State Farm

Data Architecture

Schema tables, queries, mutations, and status flows that power the parent jobs container system.

Source Files

parent-jobs/index.tsx

Job list with status filter, search, summary stats

screen

parent-jobs/[id].tsx

Job detail — hero banner, child WO grid, actions

screen

parent-jobs/create.tsx

Create form with toggles and cascading defaults

screen

convex/schema/jobs.ts

parentJobs table: jobNumber, jobName, status, workOrderDefaults

schema

Convex Queries

jobs.parentJobs.list

Paginated list with status filter (all/open/closed)

query

jobs.parentJobs.get

Single parent job by ID with denormalized counts

query

jobs.parentJobs.listChildWorkOrders

Child WOs linked to parent with status + amounts

query

Convex Mutations

jobs.parentJobs.create

Create parent job with auto-generated J-XXXXXX number

mutation

jobs.parentJobs.close

Close job, auto-set completionDate, validate all children done

mutation

jobs.parentJobs.reopen

Reopen closed job, clear completionDate

mutation

jobs.parentJobs.linkWorkOrder

Link existing WO to parent, cascade defaults

mutation

Status Flow

open → closed → reopened

Terminal: archived

Key Design Decisions

COES Container Model

Existing jobs table acts as work orders. parentJobs is the new container layer — avoids breaking existing flows.

Cascading Defaults

PM, sales tech, job type, referral auto-propagate to newly linked children. Existing assignments preserved.

Auto-Generated Numbers

J-XXXXXX format with zero-padded 6-digit sequence. Contractor-scoped, separate from WO numbering.

Close Validation

Parent job only closes when ALL child WOs completed or cancelled. Reopen clears completionDate and returns to open.