What Are Jobs?
The Jobs module helps you manage services that require a custom quote before the work can begin.
Once you send a quote to a customer and they approve it, you can convert the quote into a job from the quote details page by clicking the available job conversion button.
Accessing the Jobs Pipeline
From the sidebar, click Dashboard, then select Jobs.
The Jobs Pipeline page displays all your jobs, allowing you to track their progress and manage service visits.
Viewing Job Details
To view a job, click the eye icon next to it in the Jobs Pipeline.
The Job Details page displays the job information, including the line items and services included in the approved quote.
Scheduling Job Visits
Some jobs require one visit, while others may need multiple visits to complete the work. You can schedule and manage these visits in the Scheduled Visits section of the Job Details page.
- Go to the Scheduled Visits section.
- Click Add Visit.
- Select the visit date and start time. The end time will be calculated automatically.
- Review the available field staff for the selected time slot.
- Assign the visit to the appropriate staff member.
Repeat these steps to schedule additional visits if the job requires them.
Updating Job Status
You can update a job's status to reflect its current progress. The available statuses are:
- In Progress: Work on the job is underway.
- On Hold: Work is temporarily paused.
- Completed: The job has been completed.
- Cancelled: The job has been cancelled.
Keep job statuses updated to help you track operational progress and manage your scheduled service visits.