Job booking FAQLast updated on 03/02/2023

Book a job with a single appointment, and assign a sales technician. Add appointments if they need to return to finish the estimate. You can’t add appointments for installation or repairs that result from the estimate. Those are booked as individual jobs that are part of a project.

When a technician sells an estimate on an ongoing job, they can choose to perform the work now or later. If they choose to perform work now, they can book a sold estimate on the current job to perform the service right away. If they choose to perform work later, they can complete the job and post the invoice and schedule the installation job.

Create an estimate and choose to perform the work now. When the installation is done, complete the job.

Complete the job. You can sell the estimate at a later time and book an installation job from it.

Book separate jobs for each day of work. Complete the jobs at the end of each day and post the invoices.

Create a project and book a different job for each day of work. Forms cannot be triggered on each appointment.

Book one job with three appointments for the first business unit and one job with two appointments for the second business unit. Add them both to the same project.

If you need to use different business units or job types on a job, use individual jobs that are part of a project so you can attribute the revenue to the right business unit or job type.

Book a job with multiple appointments as it is a multi-day job that involves the same business unit and job type.

Create and sell an estimate and choose to perform the work later. Collect the dispatch fee, diagnostic fee, or deposit and complete the repair job. Book the install job. This automatically creates a project. You can add appointments to the new install job if more days of work are needed.

Create a project with a job for your non-managed technician that has a $0 invoice and a job for your managed technician that includes the invoiced amount.

Have the non-managed technician use the Pause feature when they leave.

Note: Account configuration is required. Please contact Technical Support for details.

The office can then complete that job when the managed technician arrives.

Assign, dispatch, and arrive the non-managed technician to an in-progress appointment on the job. A managed technician must be assigned to the in-progress appointment. Use Only mark Myself as Done when the delivery has been made so that the other technicians on that appointment don’t lose access to the job.

Book a job for the installation. If the technicians are going out at different times, add two appointments to the installation job for each technician's visit. If they are going out at the same time, use one appointment with both technicians assigned.

Book a job with multiple appointments. One for each technician visit. For example, if the first technician is there from 8 AM–4 PM, and the second is there from 10 AM–12 PM, schedule an appointment for each of those times.

Sell an estimate for the replacement part and choose to perform the work later.

The sold estimate is in the Follow Up tab. You can leave it there and book the install when the part comes in, or book the install job now and put it on hold with a tag that says waiting for parts. A project is created when you schedule the installation. That project includes the service call and the install job.

If you put the job on hold, be sure to schedule a report for all the jobs you have on hold so that you don’t forget about them.

Book a separate job for each lead that is generated. Credit the technician who generated the lead on each of those jobs. You can’t assign lead credit on appointments.

Book a new job and add it to a project. You cannot have cross-trade appointments on a job.

Book this as a new warranty job. That way the cost of the new job can be properly calculated against the revenue from the original job.

Book this as a new recall job. Recall jobs cover anytime a technician has to be called back to a job to resolve an issue that should have already been fixed. That way the cost of the new job can be deducted from the revenue of the original job.

Book a job with multiple appointments as it is a multi-day job that involves the same business unit and job type.

Book a job for each day of work and include those jobs in a project. When work is done for the day, complete that day's job so you can process the invoice.

Put the job on hold until the customer is ready to move forward. Create a report for all jobs on hold so that you don’t forget about them.

Book multiple jobs for each day that are part of a project so that you have separate invoices. You cannot track materials used per appointment.

First, go back to do a service call, then book a job for the repair and add it to a project. Credit the technician who generated the lead on that job.

Because the job goes from maintenance to repair, it’s now two jobs with different job types and business units and should not be booked as one job with multiple appointments.