Creating and Scheduling Jobs
Learn how to create jobs, set dates and times and assign team members.
Help Centre
Jobs & Scheduling
Schedule, manage and track jobs for your customers.
Managing Job Status
Track jobs through scheduled, in progress, completed, signed off and cancelled states.
Using the Calendar View
View and manage your schedule using the calendar view.
Job Tasks, Phases and Subtasks
Break a job into tasks, phases and subtasks, assign them and track them on a Kanban board.
Time Tracking on Jobs
Track time against a job with a clock-in timer or manual entries.
Materials, Subcontractors and Job Expenses
Record materials, subcontractor work and costs against a job for accurate profitability.
Job Photos, Notes, Questionnaires and Communications
Capture photos, notes, questionnaires, appointments and messages against a job.
Job Sign-Off and Reviews
Capture a customer signature on completed work and request a public review.
Recurring Jobs
Schedule repeating work such as service contracts and planned maintenance.