Jobs

Creating, managing, and closing out service jobs.

Creating a New Job
How to create a job and fill in customer and service details.
Understanding Job Statuses
What each job status means and how jobs progress through the workflow.
Closing Out a Job
The technician closeout process including invoicing and photo uploads.
Managing a Job to Completion
Step-by-step technician workflow: In route → Check In → Complete job → invoice → photos → Submit Closeout.
The Job Detail Page
Everything you can see and do on an individual job's detail page.