Estimate · 2
- 1054 · Fall tune-up Robin Example · 1 day
- 1055 · Thermostat swap Lee Example · Today
Sent · 2
- 1050 · Boiler won’t fire Lee Example · 11 days
- 1053 · Water heater, gas tank Pat Example · 4 days
To do · 1
- 1052 · Furnace swap Sam Example · 2 days
To bill · 1
- 1049 · Heat pump, upstairs Jo Example · 1 day
Where it fits
All tools2 Agree it
Every step of a job
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01 Before the job
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02 Agree it
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03 On the job
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04 Get paid
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05 After
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06 Back office
Questions
Where does a job come from?
An estimate saved as a job, or an invoice billed straight off.
How does a job move along?
Each paper moves it: sent, accepted, invoiced, paid. Or pick the step on the job.
What does "Next" mean?
The paper the job is waiting on, by where it stands.
Is it in my export?
Yes, every job and its papers.