Manage a job

Select Job History in the left navigation to see every job, newest first. Narrow the list with the Date, Status, Customer, Surface type, and Technician filters, the Unassigned checkbox, or the Search jobs box, then select a job’s row to open it. Today’s and upcoming jobs are also one click away on Job Schedule.

Select Actions → Edit Job. In the Edit Job form you can switch the Customer, link a Quote (the picker is disabled when the customer has none), set the Start Date & Time, and enter a Duration — type 2 for two hours or 1h30m for ninety minutes. + Add Date schedules the same job on several dates (a job with multiple dates can’t also repeat). Under Location, keep a saved customer address with Existing Address, or pick New Address and fill in the required Street Address, City, State / Province / Region, and Postal / ZIP Code.

Further down the form, Service Details uses the same surface rows as quotes: Surface, Description, Unit (Sq. Ft., Linear Ft., Hourly, or Fixed Price), a required Quantity — with a Draw area on map button on square-footage rows (see draw a service area) — and Complexity (LOW, MEDIUM, or HIGH). Remove drops a row and + Add Surface adds one; there’s no price on a job’s services — pricing lives on the quote and the invoice. Under Technician, pick Assigned To, set the Hourly rate, and tick Add to Expenses to count their paid time against the job; + Add Technician assigns more than one person. Notes and an Expenses section (never visible to the customer) round out the form.

Select Save & Schedule. A green Job updated successfully message appears and Job Summary reflects what you changed — here the duration now reads 2h.

In the same Edit Job form, switch on Enable repeat under Recurrence. Choose Daily, Weekly, Monthly, or Custom; untick days under Repeat On to limit a daily rule to chosen weekdays; then set the End Condition — Never ends, Ends after a number of occurrences, or Ends on a date — and optionally Skip public holidays. Saving generates the future occurrences (they appear in Job History and on the schedule) and the sidebar’s Recurrence card summarizes the rule, for example Repeats every 1 day(s), ends after 5 occurrences. Scheduling and recurrence in depth: schedule a job.

Select Actions → Change Status. The Change Job Status dialog shows the Current Status: badge and asks you to Select New Status: — Scheduled, In Progress, Completed, or Cancelled. Selecting one applies immediately; there’s no extra confirmation.

Select In Progress. The badge updates with a green Job status updated successfully message and the Activity Log records that the job started. (Clocking in on a Scheduled job — next step — starts it for you automatically.)

Select Clock-in, then Now — or Custom to pick the exact moment. Clocking in starts the clock for you, the signed-in user; technicians get the same buttons on their own job view (see complete jobs and track time).

While you’re clocked in, a green Tracked timer counts up in the header and the Time Log in the Job Report tab gains a row. Select Clock-out → Now (or Custom) to stop it. Each row keeps its Clock-in, Clock-out, and Duration, and can be corrected later with Edit or removed with Delete.

Select Complete. The badge turns green Completed, a Job completed message confirms it, and the header swaps Complete for Re-open.

Finished too soon? Select Re-open. A Job re-opened message appears and the job returns to In Progress so you can keep working and complete it again later.

Select Actions → Change Status → Cancelled. The badge turns red Cancelled immediately. On a repeating job this cancels only the occurrence you’re viewing — the rest of the series stays scheduled; cancel or delete a whole series from Job Schedule (see schedule a job). If the job is back on, change the status to Scheduled the same way.

Job Report is the field record. Time Log totals everyone’s tracked time. Under Job Notes, type into Add a note… and select Add Note — each note keeps its author and time, can be edited or deleted, and the latest also show in the sidebar. Photos holds Before and After shots: select Click to upload or drag and drop an SVG, PNG, or JPG. Customer Feedback shows what the customer left after the job. Photo management requires a PRO or Enterprise subscription.

In the reminder dialog, switch on Enable Automation and set the Timing (Send a number of hours or days before job). Build the message per channel — the Email, SMS, and In-App tabs each have their own enable toggle and template. Click the Available Variables pills (such as Customer Name, Job Date, and Technician Name) to insert live values, use Preview with Sample Data to check the result, then select Save.

Select Actions → Notify: On The Way. The dialog notifies the customer using the channels enabled for the tech_on_the_way template in Settings → Notifications; add an optional ETA (like 15 min) or leave it blank for the default message. Send notification sends it for real — straight to your customer — so save it for the day of the job.

Select Actions → Archive Job to shelve a job you’re done with. A green Job archived successfully message appears, the badge changes to Archived, and the menu now offers Unarchive Job instead. Archived jobs keep their full history.

Select Actions → Delete Job. A red PERMANENT DELETION WARNING spells out exactly what goes with the job — time logs and other job data are deleted, while the customer record is preserved — and asks you to confirm with Confirm Delete Job. This cannot be undone; archive instead if you might need the history.