Guide
Core money flow
Quote to paid job
The canonical path a job travels: quote the work, win it, take the deposit, do the job, invoice, and get paid — where complete means paid in full.
Stage
Decision
Office ↔ field hand-off
Optional / branch
Finished
Office
Quote drafted
AI or manual
Customer
Sent to customer
Customer
Accepted?
Office
Deposit + invoice
if a deposit is set
Office
Scheduled
Hand-off
Hand off to crew
Field
On site / in progress
Office
Balance invoiced
Office
Paid in full = complete
If the customer declines
Customer
Declined
Office
Follow up or revise
The Job view's "How this works" strip highlights exactly where the open job sits on this path.
Other workflows
Variations: fold vs linked
Extra or changed work is handled one of two ways, decided by whether the original quote/invoice is still open.
Timesheet week to pay run
How a week of field time becomes a synced pay run: clock time, geofence suggestions, gap-fill, submit, approve, lock and export.
Recurring / maintenance contract
A service agreement auto-schedules visits on its recurrence, each visit runs like a job, and billing follows the agreement's mode (per visit, per period, or a pre-paid block).
Emergency dispatch
First-to-accept dispatch for urgent call-outs: broadcast to nearby available crew, the first to accept takes it, then it runs pay-as-you-go with no quote up front.