Jobs

Jobs are confirmed work. They hold the operational plan for what needs to be done, who is doing it, when visits happen, what is being charged, and how the job will be invoiced.

Open Jobs to review active and past work.

How jobs fit into the workflow

Jobs usually begin after a request is qualified or a quote is approved.

A common workflow is:

1. A client submits a request or approves a quote.
2. Your team creates a job.
3. Visits are scheduled and assigned.
4. The field team completes visits, checklists, notes, photos, time, and expenses.
5. The office reviews job progress and billing reminders.
6. The job is invoiced.
7. The job is closed or archived when work is complete.

Jobs connect the sales workflow to the schedule, field team, billing, and reporting.

Jobs and visits

A job is the full scope of work or service agreement. A visit is each scheduled appointment where the team goes to the property.

There are two main job types:

• One-off jobs: Work that happens once, even if it has multiple visits.
• Recurring jobs: Work that repeats on a schedule or under an ongoing contract.

Choose the job type carefully. The job type controls scheduling, visit behavior, and invoicing options.

What a job includes

A job detail page can include:

• Client, property, job title, job number, and contact details.
• Job type and status.
• Start date, end date, and schedule.
• Products and services.
• Scheduled visits.
• Assigned team members.
• Arrival windows.
• Checklists and job forms.
• Labor entries.
• Expenses.
• Profitability details.
• Billing and invoice reminders.
• Invoices created from the job.
• Internal notes, photos, files, and custom fields.

Use Custom Fields and Checklists to standardize the details your team captures.

Create jobs

Jobs can be created from:

• The jobs list.
• The schedule.
• A client or property profile.
• A request.
• An approved quote.
• An online booking.

Creating from an earlier record carries over client, property, line item, salesperson, and note details so the team does not have to re-enter the same information.

See Job basics, Create a one-off job, and Create a recurring job for setup steps.

Schedule job visits

Visits appear on the Schedule and help the team track who is assigned, when the visit occurs, and whether it has been completed.

Use visits to manage:

• Date and time.
• Assigned team members.
• Instructions.
• Checklists.
• Custom visit line items.
• Visit completion.

See Job visits for the visit workflow.

Track job costs

Job costing combines revenue, line item costs, labor, and expenses so managers can understand profitability.

Track costs through:

• Products and services.
• Timesheets.
• Job expenses.
• Labor rates.
• Profit alerts and reports.

See Job costing for setup and review.

Invoice jobs

Invoices can be created from the job based on the job type and invoicing setup.

One-off jobs are often invoiced after completion. Recurring jobs can be invoiced per visit, on a fixed schedule, or after a billing period.

See Invoices, Invoice basics, and Progress invoicing for related billing workflows.

Review jobs

Use Jobs list page and key metrics to review active jobs, upcoming work, late visits, action-required jobs, and work that requires invoicing.

Open Jobs Performance Report for reporting.