Your first job

A job is a visit: a customer, a property, a date, and a crew. Most lawn work repeats, so one job can be told to repeat weekly, every two weeks or monthly, and the app generates each visit for you. Crews see the day’s jobs in the mobile app, clock in from them, and when they press Complete Job the invoice is one click away.

You need a customer with a property first. See Your first customer.

Jobs are Starter and up. On Solo, an accepted estimate becomes an invoice.

Scheduling it

Jobs → New job

Click Jobs in the sidebar, then New job. An accepted estimate can also start one: New job on the estimate copies its customer, property and lines across.

Customer and property

Pick the customer, then the property. A customer with no property can’t be scheduled; add one on the customer page first.

Title, date and time

Job Title is what the crew reads on their phone, so “Weekly mow, back gate” beats “Job”. Scheduled Date, an optional Scheduled Time and an Estimated Duration in minutes feed the calendar and the route.

Make it repeat

Tick Schedule this job to repeat automatically. Pick a Frequency: Weekly, Bi-weekly, Monthly, or Custom for every N days. Repeat until is optional; leave it blank for ongoing work. The form previews what it will create.

Create job

A repeating job is a template. The visits it generates are ordinary jobs you can move, reassign or cancel one at a time without touching the series. Jobs → Recurring lists every series, with Edit Frequency and Stop Recurrence.

Assigning a crew

Open the job and press Assign Crew to pick team members, and optionally a leader. Assigned crew see the job in the mobile app under Today. Crew Schedule, under Jobs in the sidebar, shows the week by person, which is the easier place to balance a heavy Tuesday.

Seeing it through

The job starts as Scheduled. A crew pressing Start Job in the app (or clocking in) moves it to In Progress; Complete Job moves it to Completed, with the photos and checklist they filled in attached. From a completed job, Create Invoice builds the invoice from the job’s lines and notes. Cancel marks a visit Cancelled without deleting its history.

The three views

List is the table, with filters you can save as a shared view. Calendar is the month and week. Recurring is the series. The dispatch map and live crew locations are a separate page, Dispatch, on Professional and up (gpsTracking).

Tips

One job per visit, one series per rhythm. Weekly mowing and monthly hedge trimming at the same property are two series, not one job with notes.
Put access notes on the property, not the job. Gate codes and dogs belong to the place, and every job there inherits them.
Switch on Auto-Invoice on Job Completion under Settings → Operations → Workflows once you trust the lines on your jobs. The invoice then writes itself.

Troubleshooting

The series stopped generating visits. Open Jobs → Recurring and check the series wasn’t given an end date or stopped. Visits are generated ahead on a schedule, so a brand-new series shows the first few, not a year’s worth.

The crew can’t see the job. They have to be assigned to it, and they have to be on a role that signs in to the mobile app. See Invite your team.

Jobs for checklists, photos and job templates
Dispatch and the calendar
Your first invoice