Jobs
Jobs is the shop’s work list. Each job belongs to a customer (and usually a service address).
Create a job
Section titled “Create a job”- Jobs → new job, or start from a customer or an accepted estimate.
- Set title, customer, service address, assignee, and schedule.
- Choose a service type when you know it: AC, furnace, heat pump, mini-split, ductwork, maintenance, or other.
- Set urgency: standard, low, same-day, or emergency.
Status
Section titled “Status”| Status | Meaning |
|---|---|
| Scheduled | On the books (or waiting in unscheduled) |
| In progress | Tech is on it |
| Completed | Ready to invoice (owners) |
| Cancelled | Will not run |
Techs usually move Scheduled → In progress → Completed from the job. See field job flow.
If parts required is on, a technician cannot complete the job until they log a part or confirm no parts were used. Owners are not blocked by that gate.
On the job page
Section titled “On the job page”Expect customer/address, schedule, assignee, status, notes, photos, parts, a linked estimate, and — when the job is completed — a control to create an invoice.
Use Navigate / Maps links only when the device is online.
Who can see which jobs
Section titled “Who can see which jobs”- Technician: jobs assigned to them
- Senior technician, admin, owner: company jobs
Cancelled and completed jobs remain searchable so you can still invoice or review history.