Active Jobs

A live view of every active Job grouped by Client, showing progress against estimate alongside what has been quoted, invoiced, and still left to bill.

The Active Jobs report puts delivery progress and billing progress on the same screen. Every active Job is listed under its Client, showing how much of the estimated time has been consumed, and directly beneath it, every Cost Estimate, Invoice, and Purchase Order raised against it.

Because Agencydesk was built exclusively for agencies, those two things sit together rather than in separate systems. Reading them side by side is what turns a status report into a billing decision. It is the report Account Executives, traffic managers, and directors reach for when they need to assess a Job's position without opening it.

Open it from Reports in the left-hand navigation, then the Active Jobs tab.

Filters

Four controls sit above the list:

• Account Manager — narrow the list to one Account Executive's book.

• Job Category — filter by service line, using the Job Categories set up in Company Settings. Useful for comparing recurring against once-off work where your categories are configured that way.

• Tags — filter by the Global Tags applied to Jobs.

• Search — find a Job by Job number, Job name, or Client name.

Great for the weekly AE check-in. Filter to one Account Executive and you have their entire book in one scroll, in the order you want to walk it: progress, then what has been billed against that progress, then what is left.

Grouped by Client

Jobs are always grouped under their Client. Each Client heading shows the Client Code, the Client name, and the number of active Jobs they hold, for example ABC005 | ABC Test Client (12).

Alongside the Client name sits Total Billable, the remaining billable value across that Client's active Jobs.

Great for a monthly Client revenue snapshot. It answers how much is still to come from that Client without opening a single Job, which is exactly what an executive review needs.

Reading a Job row

Column	What it shows
Job number	The Job reference, for example JB1044
Job name	The Job name, with any Global Tags applied to it
AE	The Account Executive on the Job
Status	The Job status, for example Active
Valid/Due	The Job's end date
Progress	Tracked time against estimated time, with a progress bar
Value	The Job's billable value

The progress indicator

The figure on the Job row, for example 46:03 / 110:00, is total tracked time against total estimated time across the whole Job. It counts billable and non-billable hours together, so it reads as consumption rather than as revenue earned.

That makes it a delivery gauge: how much of what you costed has actually been used up.

Job tags

Global Tags applied to a Job carry through to this report and show beside the Job name.

Great for context you would otherwise have to ask for. Tags like With client, Paused, or Awaiting payment explain a stalled Job on sight, so a check-in does not spend its first five minutes reconstructing why nothing has moved.

The documents beneath each Job

Every Cost Estimate, Invoice, and Purchase Order raised against the Job is listed directly beneath it, each with its number, name, status, date, and value.

The Valid/Due column carries the date that matters for that document type: the valid until date on a Cost Estimate, and the payment due date on an Invoice.

Documents not yet issued show Draft in place of a number, since numbers are assigned on issue.

Status tags you will see here:

• Approved — a Cost Estimate whose items have been activated using Approve and Activate.

• Issued — an Invoice that has been formally issued.

Every row is clickable and opens the item inside its Job, so you can move from the report straight to the Estimate or Invoice in question.

The Balance line

Each Job closes with a Balance: the value still available to bill on that Job, after everything already issued against it.

It gives financial oversight across the agency without anyone navigating into individual Jobs.

Reading progress against billing

This is what the report is for. The Job row tells you how much of the work has been consumed. The documents beneath it tell you how much has been billed. The gap between them is the thing worth acting on.

A Job showing 80% of its estimated hours consumed over two months, with only one small Invoice beneath it, is a missed billing opportunity sitting in plain sight. The work has been delivered. The money has not been asked for.

The reverse pattern matters too. Heavy billing against very little tracked time usually means a deposit or an upfront fee, which is fine, or that the delivery has not started, which needs a different conversation.

Great for month-end billing runs. Work down the list, and any Job where consumption has outpaced billing goes on the list to invoice. It replaces the usual exercise of opening every Job to work out what is billable.