Job Management

Short: Creating jobs, statuses, line items, photos, attachments and job features.

Creating Jobs

Location: Jobs → New Job

Steps

1. Go to Jobs → New Job.
2. Choose method:

• From Approved Estimate (auto-populates).
• Standalone Job (select client and property).

3. Fill details: title, description, priority (low/medium/high), status (pending/scheduled/in progress/completed).
4. Assign technician(s) and schedule start/end.
5. Add line items (services/materials).
6. Save.

Job Statuses

• Pending: Not scheduled.
• Scheduled: Date/time and technician assigned.
• In Progress: Technician started work.
• Completed: Work finished, ready for invoicing.
• Cancelled: Job cancelled (record reason).

Actions

• Technicians update status via mobile.
• Managers may change anytime.
• Status changes can trigger notifications.

Job Features

Line Items

• Add from Price Book or custom entries.
• Track labor vs materials and totals.

Expenses & Receipts

• Record receipts, upload photos, flag reimbursements.

Photos

• Upload before/after photos with GPS timestamps.

Documents

• Attach permits, plans, forms, or signatures.

Time Tracking

• Track time per technician and job for billing and payroll.

GPS Tracking

• Live technician location, routes, arrival/departure times, and route optimization.

Updated on: 11/01/2026