How to create your first job
Walk through the New Job form: customer, address, type, schedule, assignee.
Understanding the job lifecycle
Open → scheduled → in progress → done → invoiced — what each status means.
Assigning team members to jobs
Pick the right tech, hand off to dispatch, or let Runny auto-assign.
How to update a job's status
Move jobs along the pipeline from the board or the job page.
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
Who did what, when — useful for disputes and tech reviews.
How to cancel a job
Cancel a job without losing the customer history.
How to close a job
Mark a job done, attach photos, and trigger the invoice.
How to delete a job
When to delete vs cancel — and how to recover a delete.
Adding and editing job notes
Internal notes vs notes the customer can see.
Finding done or canceled jobs
Filter the board to past jobs without losing your day view.
Adding tags to jobs
Tag jobs so you can filter, report, and automate against them.
