Creating Jobs

Understand the full job lifecycle and status tracking.

Job Status Lifecycle

• Unscheduled - Created but no date/time assigned yet
• Scheduled - Date, time, and technician assigned
• En Route - Technician marked they're heading to the job
• In Progress - Technician arrived and working
• Completed - Work finished
• On Hold - Paused, waiting for parts or customer
• Cancelled - Job not happening

Each status change is timestamped and recorded in the job history.

Converting Accepted Estimates to Jobs

This is the most common workflow:

1. Customer accepts your proposal
2. You receive notification
3. From the estimate, click "Schedule Job"
4. Job is created with all estimate details linked
5. Assign technician and date

The job automatically includes:

• Customer info and service address
• All line items from the estimate (for reference)
• Any notes or special instructions
• Deposit amount already paid

Creating Jobs Without Estimates

For service calls, repairs, or warranty work:

1. Click "New Job" from Dashboard or Schedule
2. Select or create the customer
3. Enter job type and description
4. Set estimated duration
5. Schedule and assign

Time Windows

Jobs can have flexible time windows:

• Specific time - "9:00 AM"
• Morning/Afternoon - "Morning (8-12)"
• All day - No specific time, just the date
• Custom window - "Between 1-3 PM"

Customer notifications will show the window you set.

What Happens at Each Status Change

When marked "En Route":

• Customer can be notified "Your technician is on the way"
• ETA is calculated and shown to customer (if enabled)

When marked "Completed":

• Completion time is recorded
• If estimate is linked, you're prompted to create invoice
• Follow-up task is created (request review)
• Job moves to completed jobs list

Adding Job Notes & Photos

Technicians can add from the mobile interface:

• Before photos (document existing conditions)
• After photos (show completed work)
• Notes about work performed
• Parts used (updates inventory if tracked)

All notes and photos sync to the job record and are visible to office staff.