Managing jobs on the phone app

In this article, you'll learn how to run a job from start to finish in the phone app. That covers opening it, getting directions, reaching the customer, changing the status and details, adding items and photos, taking payment and closing it out. Your techs do all of this in the field, so it's worth knowing before you hand them the app.

Note: What each person sees depends on their role. Someone who isn't allowed to see money won't get the Finance tab. Someone without job history access won't see Timeline. Done and Canceled only show in the status list for roles that may close or cancel jobs.

To open a job:

  1. Tap Schedule in the bar at the bottom of the app.
  2. Pick Timeline, Day or Map at the top.
  3. Tap the job.

You can also open one from Home. The Upcoming work card shows the job you're on or the next one due. Swipe left for later jobs and right for earlier ones, then tap the card.

The job opens with a dark band at the top showing JOB- and its number with the customer's name, and the Details, Finance and Timeline tabs under it.

A job open on the Details tab, with the map, status and tags at the top
A job open on the Details tab, with the map, status and tags at the top

Quick actions without opening the job

Both the schedule and Home have a three-dot menu on each job card.

  • On a Timeline card in the schedule: Call and Message with the customer's first name, Navigate to with the address, Reschedule, Mark Done and Cancel job.
  • On the Upcoming work card: Open JOB- and the number, OMW (one entry per truck, like OMW - Junk truck, if your company texts per truck), Directions, Mark done and Cancel job.

OMW, Mark done and Cancel job on the Home card ask you to confirm before anything changes. Mark Done and Cancel job on a schedule card change the status right away.

Get directions to the job

  1. On the Details tab, tap Directions at the end of the Tags: row.
  2. On an iPhone, choose Apple Maps or Google Maps. On Android, Google Maps opens right away.

The app routes you to the street address on the job, not the map pin. The map strip above the status has Map, Satellite and Street tiles in its corner if you want to see the house first. Tap the street view for a live look around.

Call or text the customer

Under Client on the Details tab, the phone row has two round buttons.

  1. Tap the phone button to call them from your business number.
  2. Tap the chat button to open your text thread with them. It slides in over the job, so you don't lose your place.

Tap the customer's name or View client details to open their full record.

Fix the job's address

  1. Under Client, tap the address row. The Service location screen opens with the property on a map.
  2. Tap the pencil next to the address to edit it, open Choose another property to pick one of the customer's other addresses, or tap Create new property.
  3. On the form, type in Search for address and pick a match, or fill in the fields yourself. Tap Save.

If other jobs sit at that property, saving an edit asks whether to Save the change for all of them or Create new so only this job moves.

Change the job's status

  1. On the Details tab, tap the dropdown next to Status:.
  2. Pick the new status. Sub-statuses are listed under their main status.

The change shows right away. If your company sends an on-my-way text, picking that status texts the customer and you'll see "On-my-way text is going out to the customer." If they already got one, the app asks Send it again? first. See Send an On My Way text for how that text is set up.

Changing a job's status from the Details tab
Changing a job's status from the Details tab

Update the job's details

  • Tags: tap the + to open the Tags list, check the ones you want and tap Save. Tap a tag on the job to take it off.
  • Job type and Job source save as soon as you pick one. When you change the source, the app asks Change the source for Just this job or All jobs for that customer.
  • Description and the schedule row are drafts. Tap Description to type. Tap the schedule row to set Starts, Ends and their times, or check All-day event. Then tap Save in the bar that appears at the bottom.
  • Under Team, pick someone from Assign team members to put them on the job. Tap a name to take them off.

If you back out with unsaved edits, the app asks Leave page? and offers Cancel or Leave.

Add items to the job

  1. Tap the Finance tab.
  2. Tap the + on the Items row, or open Items and tap Add item.
  3. The Price book opens. Before you type, Items shows Recently used. Type in Search, or open Categories to browse.
  4. Tap an item. Tap the price to change it, use the − and + to set the quantity, or edit the Description. Then tap Add to job. The button shows the line's total.

The Sub-total, Tax rate, Discount, Total and Due lines update under the items. Tap Tax rate or Discount to change them for this job. A price changed here only changes it on this job, not in your price book.

Adding a price book item to a job
Adding a price book item to a job

Take photos and videos

  1. On the Details tab, scroll down to Attachments.
  2. Tap the camera button to take a photo or video, or the gallery button to pick from your phone. You can pick up to 10 at a time.

Uploads show in a grid. Tap one to see it full screen, or tap the × on a tile and confirm Delete to remove it.

Collect a payment

  1. Tap the Finance tab.
  2. Tap the + on the Payments row, or open Payments and tap Add payment.
  3. On Collect payment, check the Amount due. Tap Edit if you're only taking part of it.
  4. Pick how you're getting paid: Tap to Pay (Tap to Pay on iPhone on an iPhone), Type card manually or Send payment link. If the customer has a saved card, you'll also see Charge card ending and its last four digits. Cash, Check and Other payment methods are under Or pay with.

With Tap to Pay, the customer taps Approve Amount, picks a tip if you offer tips, signs with Tap to sign, then taps Pay. For cash or check, set the Payment date and reference, then tap Submit payment. After any payment lands, the app asks Send a receipt? and lets you send it by Text, Email or Both.

Note: Card payments need Stripe connected first, and only roles allowed to charge cards see the card options. Until Stripe is connected, the card buttons open your payment settings instead. See Connecting Stripe to take online payments.

The top of the Finance tab also has Create invoice, which reads View invoice once the job has one. Each payment row has a three-dot menu with Send receipt, Refund payment and Remove.

Mark the job Done

  1. On the Details tab, tap the dropdown next to Status:.
  2. Pick Done.

If the customer has to pay before the job can close and still owes money, you'll get a Payment first message with a Record payment button.

Once a job is Done it's locked. A bar at the top says "This job is done — change the status to reopen it before editing." Payments still work on a done job.

Tip: You can also close a job from the three dots on a schedule card (Mark Done) or an Upcoming work card (Mark done).

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