Job Management
Every job — from the first phone call to the final invoice — lives in one record, so nothing falls through the cracks between the office and the field.
Why teams choose this
Full job lifecycle
Track a job through Scheduled, En Route, On Site, In Progress, and Completed statuses.
Notes and photos on every job
Technicians log notes and photos directly on the job so the office always has context.
Linked to the customer record
Every job automatically appears on the customer's history for future reference.
One tap to estimate or invoice
Convert a completed job straight into an estimate or invoice without re-entering details.
How it works in practice
- A technician adds a photo and note to a job before leaving the site, so the office can bill accurately.
- An admin reviews a customer's full job history before scheduling a follow-up visit.
- A dispatcher reschedules a job and every linked estimate stays attached automatically.
Frequently asked questions
Scheduled, En Route, On Site, In Progress, and Completed, with timestamps for each transition.
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