Jobs

Walk through the New Job form: customer, address, type, schedule, assignee.

Created → Scheduled → En Route → On site → Completed → Invoiced → Closed, plus Cancelled and No Show.

Pick the lead tech and helpers from the job page, the New job form, the dispatch board or Runny.

Move jobs along from the mobile app or the job page, and what each status sends the customer.

Turn a job into a billable estimate or invoice without re-entering data, or attach an estimate you already made so the visit and the repair go on one invoice.

See who created, scheduled, reassigned or changed the status of a job, and when.

Cancel a job from the job page or pipeline, what the customer gets, and how to undo it.

Mark the work completed, invoice it, and let the job close itself when it's paid.

Book a return visit, parts-ordered trip, warranty or callback as a new job linked to the original.

When to delete instead of cancel, who can delete, and what can't be undone.

Internal notes vs notes the customer sees on their service report and project page.

Filter the Jobs list by status to find completed, invoiced, closed, cancelled or no-show jobs.

Tag jobs so you can filter lists and start automations.

How jobs are numbered, how to change the prefix, and where to save a customer's PO or work order number.

Download a job's service report PDF or email it to the customer and their contacts.

Save a job without a date so it waits in the dispatch queue until you schedule it.

Photo categories, adding photos from the office, and using forms to make sure photos get taken.

Card view for jobs, contacts, and estimates — build the columns your shop actually works in.

Put your dispatch fee (or any pricebook item) on every new Service call automatically, with an option to skip it for members.

Add or remove the job types your team picks from, and see where types are used.

Download the filtered Jobs list as a CSV or print it as a work list, including the Open filter and the 2,000-job limit.

How a job's labor cost adds up each tech's on-site hours at their own hourly rate, and how to set one rate for the whole crew.

Turn on Job settings so the tech's phone asks the customer to approve the parts and labor total and sign when the tech arrives, before any work begins.