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Jobs
Run every job from booking to done: recurring visits, multi-day work, and the forms and checklists your team follows in the field.
14 articles
- 1Jobs 101: From Scheduling to Getting PaidFollow every job from booking to payment with one progress bar: schedule it, let the customer know you are on your way, track the work, then invoice and get paid without anything slipping through the cracks.4 min read · 6 screenshots
- 2How to Create a Job: Book, Schedule and Price the Work in One FlowPick the customer, time and crew, add services from your Price Book and let Servgrow notify everyone, so nothing falls through between the phone call and the invoice.6 min read · 11 screenshots
- 3Job & Estimate Templates: Build Your Most Common Jobs and Quotes in SecondsSave the jobs and quotes you write again and again, with their services, prices, optional extras, notes and checklists, then start a new one from a template in two clicks. Faster booking, and the same price no matter who builds it.4 min read · 10 screenshots
- 4Job Page: Run the Whole Job From One Screen, From Booked to PaidOne job, one screen: the progress bar from Schedule to Paid, the customer and the map, what you are charging, what you are making on it, and everything the Options menu can do.5 min read · 11 screenshots
- 5Jobs List: Find Any Job Fast and See What Is Still UnpaidEvery job you have booked in one list: switch between scheduled, upcoming and unscheduled work, filter by type, status, tag or date, and spot at a glance which finished jobs have not been billed.5 min read · 11 screenshots
- 6Arrival Window: Give Customers a Time Range Instead of an Exact MinuteSet honest expectations and give your team breathing room: book jobs with an arrival window, such as 10 to 11 AM, and set a default window so it applies to every new job.2 min read · 2 screenshots
- 7Multi-Day Jobs and Drive Time: Book Longer Work and Send the Closest TechBook work that runs over several days as one job on your calendar, and see how far each team member would drive before you decide who goes.3 min read · 4 screenshots
- 8Job Segments: Split a Big Job Into Parts You Can Schedule SeparatelyBreak a big job into parts, such as a rough clean and a final clean, each with its own date, team and line items, while they stay together under one job. Every part gets booked and nobody turns up on the wrong day.3 min read · 5 screenshots
- 9Recurring Jobs: Book Repeat Work Once and Let It RunSet a job to repeat daily, weekly, monthly or yearly, choose when it stops and how it is billed, and move one visit or the whole series in a couple of clicks.3 min read · 5 screenshots
- 10Cancel or Delete a Recurring Job: Stop One Visit or the Whole SeriesCall off one visit and keep the record, or delete a visit, the ones after it or the entire series, and cancel a service plan when the customer stops the service altogether.3 min read · 4 screenshots
- 11Rename a Job, Estimate or Visit and Fix Its Details in One WindowGive the work a name your crew recognises, and change the date, time, team, arrival window and who gets notified from the same window.3 min read · 4 screenshots
- 12Custom Forms: Checklists, Photos and Sign-Offs on Every JobBuild checklists, inspections and sign-offs once, attach them to jobs and estimates automatically, and let your team tick items off, add photos and collect signatures on site, so every job is done the same way and you have proof of the work.5 min read · 9 screenshots
- 13Adding Forms to a Job, Visit, or EstimateGive your crew a checklist, photos and a customer sign-off on every job. Quick steps, with the full guide in Custom Forms.1 min read
- 14How To Create Job Forms and Add them to a Job1 min read · 4 screenshots
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