Jobs Queue

The Jobs Queue page allows you to view and manage all your jobs in one place, including unassigned, assigned, on hold, completed, and invoiced jobs.

How to Open the Jobs Queue

• Go to the Scheduling Module.
• Click on ACTIONS.
• Select Jobs Queue.

Overview of the Jobs Queue Page

The Jobs Queue is divided into six sections, each showing jobs in a different stage of progress:

• Unassigned Jobs
• Assigned Jobs
• On Hold
• Completed Jobs
• Approved for Invoice
• Invoiced

Unassigned Jobs

These are jobs that haven’t been assigned to any field employee yet.

Use this section when:

• You’ve created a job but haven’t decided who should handle it.
• You want to save a job to assign later.

To assign a job:

1. Click the job.
2. In the Edit Job window, select a field employee.
3. Click Dispatch Now.
4. The job will move to the Assigned Jobs section.

You can also create a new unassigned job directly from this section by clicking CREATE JOB.

Search & Filter Tools

At the top of the Jobs Queue page, you’ll find:

• Search Bar: Look up jobs by Company Name, Job Number, Service Name, or Job Description.
• Date Filter: Filter jobs by the date they were created.

Assigned Jobs

These are jobs that have been assigned to field employees.

You’ll be able to see:

• Who the job is assigned to
• The current status of the job

On-Hold Jobs

Jobs in this section were started but then put on hold. Common hold reasons include:

• Customer unavailable
• Waiting for parts
• Pricing issues

🛠️ You can customize these reasons in your Job on Hold Settings.

To view job details:

1. Click the three-dot menu next to a job.
2. Select Job Report to see:
   • What’s been done
   • Field employee notes
   • Time spent on the job

Completed Jobs

Jobs that have been finished and marked as completed.

Next step: Approve for invoicing

There are two ways to approve completed jobs for invoice:

• One at a time: Click the three dots > select Approve.
• Multiple at once: Check the jobs you want > click Approve in the top-right corner.

Once approved, the job moves to the Approved for Invoice section.

Approved for Invoice

Jobs in this section are ready to be turned into invoices.

You have three options:

• Create one invoice per job
• Combine multiple jobs from the same customer into one invoice
  • Check the boxes for jobs from the same customer.
  • Click CREATE ONE INVOICE FOR MULTIPLE JOBS.
• Create separate invoices for multiple customers

• View Job Report: See what was done on the job.
• View Estimate (if available): This option will be greyed out if no estimate exists.

❗ Made a mistake?
Click the three dots next to a job > select Back to Queue.
This will move the job back to Completed Jobs and remove it from this section.

Invoiced Jobs

Jobs that have already been invoiced.

Available options:

• View Invoice: Click the three dots > select View Invoice.
• View Job Report: See what was done on the job.
• View Estimate (if available): This option will be greyed out if no estimate exists.

❗ Mistakenly invoiced a job?
Click the three dots > select Back to Queue.
The job will return to Completed Jobs, and the invoice will be deleted.