Jobs and scheduling
Create a job
Section titled “Create a job”A job is one piece of work at a property. Give it a title and a description, and choose:
- the property where the work happens
- the technician doing it
- the equipment it concerns (optional)
- when it’s scheduled (optional)
You can also create a job from an accepted estimate, which carries over the customer, property and title. See Estimates.
Job status
Section titled “Job status”A job moves through four statuses:
| Status | Meaning |
|---|---|
| New | Created, not started. |
| In progress | Work has started. |
| Completed | Work is done. |
| Canceled | The job won’t go ahead. |
Parts used on a job
Section titled “Parts used on a job”Record the parts used on a job as you go. Each one is deducted from your stock and shows in the part’s movement history. See Parts and stock.
Invoice from a job
Section titled “Invoice from a job”Once a job is Completed, create its invoice straight from the job. See Invoices and payments.
The schedule
Section titled “The schedule”Schedule lists every job that has a scheduled time, in date order, with the customer, property and technician. Filter it by technician to see one person’s day. A job with no scheduled time doesn’t appear until you give it one.
Technicians
Section titled “Technicians”Technicians are the people you assign jobs to. Owners, office managers and dispatchers add and edit them from Technicians.