How to use the job card

What’s on the card

Open any job from Jobs or the Calendar. Tap a section to open it:

• Customer: name and contact details, plus buttons to call or text them.
• Scheduled: when it’s booked and who’s on it. Tap Pick a time or Change to book it.
• Checklist: the steps for the job. Tick them off as you go.
• Products & labour: everything that will be billed. Lines copied from the quote are marked “quoted”.
• Sign-off: the customer signs on your screen.
• Site photos: before and after shots, straight from your camera.
• Notes: anything the next person should know.

Start and stop the job

1. 1
   Tap Start job when you get there, or when you head off.
2. 2
   Turn on Text [customer] you’re on the way if you want to text them. It only works if they have a mobile number on file.
3. 3
   Tick anyone from the crew who’s starting with you under Start for the crew too.
4. 4
   Tap Start job again to confirm. The time starts counting for everyone you picked.
5. 5
   Tap Stop job when you knock off. If you come back later that day, the button says Continue job.

Checklist, products, photos and notes

1. 1
   Checklist: type into Add a step…, then tap Add. Tap a step to tick it off.
2. 2
   Products & labour: tap + Add product or labour to pick from your Pricing Library, or tap Custom for a one-off item with its own cost and charge-out price.
3. 3
   Site photos: tap the + tile to open your camera. The photo is saved to the job.
4. 4
   Notes: type anything the next person on the job should know.

Get the customer’s sign-off

1. 1
   Open Sign-off and tap Get signature.
2. 2
   Type the customer’s full name.
3. 3
   Hand them the phone so they can sign with their finger. Tap Clear to start again.
4. 4
   Tap Save sign-off. The section then shows Signed ✓.

Finish the job

Tap the green Finish job button at the bottom of the card. You’ll see three options:

• More work required: the job stays open. Type what still needs doing, tick More products and/or More time, then tap Re-book now or Don’t know the schedule yet. What’s left shows as To finish on the card and on your jobs list.
• Job completed: marks the job done. Then tap Send to invoicing on the card when you’re ready. If the job is part of a project, it syncs to the project instead.
• Invoice Now · robot Pay: shows what’s being billed. Tap Scan to Pay to show the customer a QR code they can pay by card, Apple Pay or Google Pay. Or tap Send quick invoice to mark the job done and email the invoice.