Common Workflows

Short: Three key workflows: New client → completed job; Recurring maintenance; Emergency job dispatch.

Workflow 1 — New Client to Completed Job

1. Lead is created and contacted.
2. Qualify and build estimate.
3. Send estimate and track views.
4. On acceptance, convert estimate to job and schedule.
5. Technician completes job and uploads photos/notes.
6. Manager converts completed job to invoice and sends to client.
7. Client pays; record payment and close invoice.

Workflow 2 — Recurring Maintenance

1. Add client and property.
2. Create recurring maintenance schedule on property.
3. System generates job 7 days before due date.
4. Technician executes job, takes photos; manager invoices.
5. Cycle repeats until schedule paused/ended.

Workflow 3 — Emergency Job Dispatch

1. Create high-priority job (Status: Scheduled, Priority: High).
2. Assign an available technician immediately.
3. Technician receives push notification and navigates to site.
4. Technician completes job and updates status; invoice same day if needed.

Updated on: 11/01/2026