Jobs and calendar
Create work from an accepted quote or straight from your phone, schedule the visits, and see the whole week in one calendar.
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Jobs from accepted work, or from scratch
Accept a quote and the job carries the customer, property, scope, price and duration with it. No quote needed? Create a job directly.
- Nothing retyped from quote to job
- Manual jobs use the same scheduling and invoicing
- Job status always follows the real workflow
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Visits and multi-visit work
A visit is the real day you turn up. Larger jobs can have several, and the job only finishes when the last one is done.
- Each visit has its own date, status and place in the day
- Multi-visit jobs stay open until the final visit
- Skip or reschedule one visit without touching the rest
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Calendar
See scheduled work on a proper calendar rather than treating the job list as your diary.
- Week and day views
- Colour by status
- Open any visit to act on it
assets/screenshots/jobs-calendar.png
Fixed appointments and arrival preferences
Mark genuine appointments as fixed. Everything else can stay flexible, with customers choosing Morning or Afternoon rather than an exact time.
- Fixed visits are protected when you plan or optimise
- Morning and Afternoon preferences are respected
- Fewer promises you cannot keep
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Blocked dates and times
Holidays, school runs, the dentist. Block a whole day or part of one and booking and planning both respect it.
- One availability model across booking, planning and calendar
- Blocked times as well as whole days
- Busy time from a connected calendar can be added too
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Reschedule and cancel safely
Moving or cancelling work follows the state of the job, so history stays accurate and nothing is deleted by accident.
- Reschedule with a reason
- Cancellation rules depend on the job state
- Every change is kept in the job history
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Job history and attachments
See what changed and when, and keep photos and files with the job instead of in a camera roll.
- Timeline of schedule and status changes
- Attach supported files and photos to the job
assets/screenshots/jobs-history.png