Schedule, work, and completion status

Keeps job status, schedule dates, assigned crew, timesheets, materials, files, invoices, and completion checks together.

Use the job's Overview, Work and Money areas as the coordinated record for office and field activity.

Before you start

Availability: Free plan and above. Enabled business features, role permissions, connected providers and supported devices may add requirements.

Where to find it: Jobs > Job > Schedule and work.

Prepare the site details, planned dates, crew allocation and agreed scope. Confirm who is responsible for recording labour, materials and completion evidence.

A saved example visit runs from 08:00 to 14:30 with Mia Harper assigned. Schedule dates, work completion and payment completion are separate records.
Demo screenshot. A saved example visit runs from 08:00 to 14:30 with Mia Harper assigned. Schedule dates, work completion and payment completion are separate records. Select the image to view it at full size.

Step by step

  1. Open Jobs from the sidebar and choose the job.
  2. Use the Overview tab for customer, address, dates, crew, and status.
  3. Use the Work tab for labour, timesheets, materials, and job activity.
  4. Use the Money tab for invoices, deposits, costs, and margin, then update the status when work is finished.

Worked example

For a two-day repair, schedule the crew in Overview, record time and materials in Work, and review costs and invoices in Money as work progresses.

This is an illustrative scenario. Use your own approved scope, quantities, rates and business rules.

Check the result

Check dates and assignments against actual work. Confirm that files and notes support the completion status and that the money view includes the relevant costs and invoices.

Limits and troubleshooting

Changing a status alone is not evidence that every task, invoice or payment is complete. Review the related records and applicable completion checks before closing the work.

Follow the screenshot tutorial: Convert quote to job

Check current plans and feature availability · Browse every guide