Feature

Jobs

Create jobs, assign techs, track status, and close them out—all in one place. See what's scheduled, in progress, and completed across your whole team.

Track every job from start to finish
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What it does

  • Full Job Lifecycle: From scheduled to dispatched to in-progress to complete. Track every stage.
  • Assign & Dispatch: Assign jobs to the right tech based on skills, location, and availability.
  • Job Notes & Photos: Techs add notes and photos on-site. Office sees everything in real-time.
  • Auto-Invoicing: When a job is marked complete, invoice can be generated and sent automatically.

How it works

  • Create the Job: AI, your team, or the customer creates a job. It's linked to the contact and calendar.
  • Assign & Dispatch: Assign to the right tech. They get notified with all the details and customer history.
  • Track to Completion: Tech updates status on-site. Job marked complete triggers invoicing and review request.

Why it wins

  • Full job lifecycle tracking
  • Tech assignment and dispatching
  • On-site notes and photo capture
  • Automatic invoice generation
  • Job status board view
  • Customer communication history per job

Connected features

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Frequently asked questions

Can techs update jobs from the field?

Yes. Techs update job status, add notes, and take photos from the mobile app. Changes sync in real-time.

Does it work with recurring jobs?

Yes. Set up recurring maintenance schedules. Jobs are automatically created and assigned on schedule.

Can I see all jobs on a map?

Yes. See all scheduled and in-progress jobs on a map view. Great for dispatching and route planning.