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Customer Profile: Manage Jobs

Download Customer Profile: Manage Jobs

In the Jobs tab of a customer’s profile, you’ll see a list of all the jobs scheduled for that customer.

Note: Timesheet jobs will not appear in this list.

Finding a Job

  • Search: Use the search bar to find a job by the field employee’s name.
  • Date Filter: Choose a specific date or time range to narrow down the job list.

Each job listed includes:

  • The date and time it was created
  • The assigned field employee
  • Task details
  • Job status: Not Started, Started, Paused, Completed, On Hold, or Declined

How to Schedule a New Job

You can create a new job directly from the customer’s profile:

  1. Click +Add New.
  2. The New Job window will open.
  3. The customer name and location will be auto-filled.
    • If there are multiple service locations, select the right one.
  4. Set the schedule date and time, then save.

Managing Existing Jobs

You can also manage jobs from this tab.

  • Find the job you want in the list.
  • Click the three dots on the right to:

Viewing or Editing a Job

  • Click View to open the job details.
  • Make any needed changes and save.

Converting a Job to an Invoice

  1. Click Convert to Invoice from the job options.
  2. The New Invoice window will open.
  3. Add any extra parts or charges.
  4. Click Actions>Save. The invoice will now appear in the customer’s invoice list.

Warning When Converting Incomplete Jobs to Invoice

If you try to convert a job that is not marked as “Completed” into an invoice, a warning message will appear.

This is to make sure that only finished jobs are invoiced, helping you avoid billing for work that’s still in progress.

⚠️ Tip: Update the job status to Completed before converting it to an invoice to avoid the warning.

For more details on job scheduling, check the Schedule module. The process is the same whether you’re scheduling from a customer’s profile or the main Schedule section.