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Find jobs to invoice or to schedule

The Jobs list shows what's active, what needs an invoice and what has no visit yet.

Guide 9 of 9 in Schedule & jobs 2 min read 2 parts

What it is

Two lists save money and time: jobs that are done but not billed, and jobs that nobody scheduled.

1 Filter the list

  1. Open Jobs and click the Status button above the list.
  2. Active: jobs in progress.
  3. Requires invoicing: work is done or visits were completed but not invoiced yet.
  4. Unscheduled: jobs in progress with no visit coming up. Recurring jobs schedule themselves, so they don't show here.
  5. Completed: finished jobs.

2 From the menu

  1. Open Jobs in the menu and click Requires invoicing or Unscheduled right below it.

The number next to each shortcut is how many jobs are waiting.

Related guides

Create a job and plan its visitsA job holds the visits, documents, notes and costs of the work. 3 min Convert an estimate into an invoiceTurn approved work into an invoice in one click. 1 min Schedule a visit and remind your clientBook visits, assign your team and send reminders. 3 min

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