Jobs
Jobs is a work order management system for trades and service businesses. Schedule single appointments, multi-day projects, or recurring work with agent assignment, customer linking, and availability checking.
What Are Jobs
A job represents a scheduled piece of work — anything from a one-off repair to a recurring maintenance contract. Jobs integrate with your availability system and agent schedules to ensure no conflicts.
Key features:
- Flexible scheduling (same-day, multi-day, or recurring)
- Agent assignment with availability checking
- Customer/contact linking
- Site address for on-location work
- Materials tracking
- Status management
Creating a Job
- Go to Jobs in the left sidebar
- Click New Job
- Choose a schedule type (see below)
- Fill in the job details:
| Field | Description |
|---|---|
| Job Title | Name or description of the work |
| Service Price | Cost of the job |
| Contact | Search and link an existing contact, or create a new one |
| Agent | Assign a staff member (if the Agents module is enabled) |
| Site Address | Location where the work will be performed |
| Job Description | Detailed description of the work needed |
| Materials Needed | List of materials required |
| Notes | Additional information |
- Select dates and times from available slots
- Click Save
The system checks real-time availability based on agent schedules and blocked dates, showing available time slots in 15-minute intervals from 06:00 to 22:00.
Schedule Types
Same-Day Jobs
A single appointment on one day with a specific start and end time.
- Pick a date from the calendar (blocked dates are excluded)
- Select a start time from available windows
- Select an end time
Multi-Day Jobs
Multiple separate day entries, each with their own start and end times. Useful for projects that span several days.
- Add a day entry
- Pick the date and select start/end times
- Repeat for each day of work
- Each day entry is independent — they don't need to be consecutive
Recurring Jobs
Repeating work on specific days of the week.
- Set a start date
- Optionally set an end date
- Select which days of the week (e.g., Monday and Wednesday)
- Set the start and end time for each occurrence
Recurring jobs support Active, Paused, and Cancelled states. You can pause a recurring series without deleting it.
Managing Jobs
Jobs List
The jobs list shows all your work orders with:
- Job title and reference
- Customer name
- Status badge
- Schedule type badges (Multi-Day, Recurring)
- Dates and times
Search jobs by reference number or title. Filter by status and paginate through results.
Job Statuses
| Status | Description |
|---|---|
| Scheduled | Job is booked and upcoming |
| Pending | Awaiting confirmation |
| Completed | Work finished |
| Cancelled | Job cancelled |
| No-Show | Customer didn't show |
Editing a Job
Click on any job to open the detail view, where you can update the title, description, pricing, contact, materials, notes, and schedule.