Jobs

A job brings together the client, location, contact, instructions, scheduled visits, and records of the work. You can leave it unscheduled, book one or more visits, or set up repeating work.

Start a job from the create (+) menu or continue from a client or related document. Use Jobs to review the calendar and find existing work.

Understand the three parts

Part	Purpose
Job	The work you need to carry out, with its own status and records.
Visit	A scheduled attendance for that job. A one-off job can have several visits.
Project	The related jobs, quotes, invoices, credit notes, and expenses for a piece of client work.

Completing a job does not automatically send an invoice or close every record in its project. Projects within a job explains how to continue the work without losing its context.

Job guides

Guide	What it covers
Create and manage jobs	Required details, editing, completion, reopening, and cancellation.
Schedule jobs and visits	Fixed and flexible visits, arrival windows, and return visits.
Calendar and backlog	Find scheduled work and organise jobs without dates.
Day routes	Review the day's stops and optimise flexible work.
Booking communications	Recipients, booking emails, reminders, and reschedule requests.
On My Way	Share live arrival progress with customers.
Recurring jobs	Set up and manage a repeating schedule.
Time tracking	Work sessions, pauses, time logs, and billable time.
Forms, photos, and files	Collect evidence and control which files customers can see.
Projects within a job	Open connected documents and create the next record.
Job settings	Configure work hours, defaults, backlog visibility, and forms.