How jobs get booked, and where to find them
What the receptionist does on a call, the texts that follow, and the Jobs lists.
When a customer calls, the receptionist asks what's wrong, the service address and ZIP, how urgent it is, and their name. It checks the ZIP is in your service area, offers open times from your technicians' calendars and books the one they choose. The customer gets a confirmation text straight away. When the call ends, you get a text with the job, the customer's number and a link to the recording.
The Jobs lists
- Today and Upcoming: scheduled jobs.
- Unscheduled: jobs without a time yet.
- Completed and Needs invoice: finished work, and finished work you haven't invoiced.
Search by customer, phone, address or job number (J-1001).
On a job
Move it along with Dispatch, Start job and Complete job, or Cancel job. Use Schedule or Reschedule to pick a new open time. Tick who's going under Technicians, add Notes and Photos, and listen to the call under The call.
Adding a job yourself
Click New job, fill in the customer and the job, and either pick an open time or leave it unscheduled.