Jobs & Scheduling

Jobs Overview

The Jobs section is where you create, manage, and track all service assignments. Each job represents a scheduled visit to a customer's property.

Creating a Job

To create a new job:

1. Click Add from the Jobs page.
2. Select a customer.
3. Choose the service date and time.
4. Assign a worker (optional — you can assign later).
5. Add any job-specific notes.

Recurring Jobs

For customers on a regular schedule, you can set up recurring jobs. Choose the frequency (weekly, bi-weekly, monthly) and the system will automatically create future jobs based on your settings.

Job Status

Each job has a status that updates as it progresses:

• Scheduled: The job is planned but not yet started.
• In Progress: A worker is currently on-site.
• Completed: The job has been finished.
• Cancelled: The job has been cancelled.

Job Details

Click on any job to see its full details, including customer information, assigned worker, completion notes, and photo documentation.