Jobs & Scheduling

Step-by-Step: Managing the Complete Job Lifecycle

Manage jobs from creation through completion and invoicing in Local Business Pro.

beginner 5 min read job lifecycle workflow status
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Quick Answer: Jobs flow through stages: Draft → Active → Complete → Invoiced. Update status as work progresses, add notes about what was done, then create an invoice when finished.

Job Lifecycle Stages

  1. Draft - Job created but not yet confirmed/scheduled
  2. Active - Work is scheduled or in progress
  3. Complete - Work finished, ready for invoicing
  4. Invoiced - Invoice sent to customer
  5. Paid - Payment received

Managing Each Stage

Draft → Active: Schedule the job, assign team, confirm with customer

Active → Complete: Mark complete when work is done, add notes about work performed

Complete → Invoiced: Click 'Create Invoice' to bill the customer

Best Practices

  • Update status promptly so everyone knows job progress
  • Add notes about work done, parts used, issues found
  • Invoice quickly - within 24-48 hours of completion
  • Review overdue jobs regularly to catch stuck work

Frequently Asked Questions

Q: Can I skip stages?
A: Yes, you can change status to any stage as needed.

Q: What if scope changes during the job?
A: Edit the job to add/remove line items and update pricing.