Paperwork and work, together
Move from an approved estimate into a job without losing the connection, then keep the invoice linked too.
Jobs & scheduling
Keep every job and visit on track.
Link the work to its customer, estimate and invoice, then plan exactly when you need to be there.
What you can do
Jobs & scheduling, in detail.
- Track a job title, customer, start and end dates and notes
- Keep billing and service addresses with the job
- Use customisable statuses such as Active, Completed, Cancelled and On Hold
- Link the job to its estimate and invoice
- Plan visits with a date, start and end time and notes
- Connect each visit to the right job and customer
See the state of the work
Use dates and customisable statuses to distinguish active, completed, cancelled and on-hold work.
Plan the visit
Add the date, time and notes for a site visit, tied directly to the customer and job.
Good to know
Jobs & scheduling questions, answered.
Can I link a job to an estimate and invoice?
Yes. Both documents can stay linked to the job.
Can I customise job statuses?
Yes. Job statuses are customisable.
Does the schedule send customer reminders?
No. Customer notifications and reminders are not sent.