How to create your first job
Walk through the New Job form: customer, address, type, schedule, assignee.
Understanding the job lifecycle
Created → Scheduled → En Route → In Progress → Completed → Invoiced → Closed, plus Cancelled and No Show.
Assigning team members to jobs
Pick the lead tech and helpers from the job page, the New job form, the dispatch board or Runny.
How to update a job's status
Move jobs along from the mobile app or the job page, and what each status sends the customer.
Creating estimates and invoices from jobs
Turn a job into a billable estimate or invoice without re-entering data.
Viewing a job's activity timeline
See who created, scheduled, reassigned or changed the status of a job, and when.
How to cancel a job
Cancel a job from the job page or pipeline, what the customer gets, and how to undo it.
How to complete and close a job
Mark the work completed, invoice it, and let the job close itself when it's paid.
Creating a follow-up job
Book a return visit, parts-ordered trip, warranty or callback as a new job linked to the original.
How to delete a job
When to delete instead of cancel, who can delete, and what can't be undone.
Adding and editing job notes
Internal notes vs notes the customer sees on their service report and project page.
Finding done or canceled jobs
Filter the Jobs list by status to find completed, invoiced, closed, cancelled or no-show jobs.
Adding tags to jobs
Tag jobs so you can filter lists and start automations.
Job numbers and reference numbers
How jobs are numbered, how to change the prefix, and where to save a customer's PO or work order number.
