The first job

Complete a job

Schedule the visit, mark it in progress, then completed.

Once a job is booked, it shows on your schedule. Move it from Scheduled to In progress to Completed as you go.

Prerequisites

Use Scheduled (or the date on the job), In progress, then Completed. Don’t skip Completed. Invoicing is easier once a job is finished.

Open a job, set the schedule, then move it to completed.

Go to Jobs and select the job, or search the customer.

Open the Schedule tab. Put the visit on a day. It then appears on the week board.

When you’re on site or starting the work, set the status to In progress.

When the work is done, set Completed. You can invoice from here or from Payments.

Raise the invoice from the finished work.

Overview and Schedule are how you see the week.