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Operations

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Operations: Scheduling & Routing Operations: Job Management Operations: Property Management Operations: Common Workflows

Operations: Job Management

Jeremy Mckinney

Last Update 4 maanden geleden

The Job record is the core unit of work in Crew Ops Pro. It connects your clients, properties, technicians, and financial data into a single, trackable file. This guide explains how to create, manage, and execute jobs from start to finish.

1. Creating a Job

There are three ways to generate a job in the system:

• Manual Creation: Click "New Job" from the Jobs tab or a Client profile. This is best for quick service calls.

• From an Estimate: Open an approved Estimate and click "Convert to Job". All line items, pricing, and notes are automatically transferred, eliminating data entry.

• Via Online Booking: When a customer books via your website or portal, a job is automatically created in "Pending" or "Scheduled" status, depending on your settings.

2. The Job Lifecycle (Statuses)

Jobs move through a specific workflow to keep your team organized. You can update the status from the dashboard or the mobile app.

1. Scheduled: The job is confirmed and assigned to a technician on the calendar.

2. In Progress: The technician has arrived and started work. (Triggered automatically when they clock in).

3. On Hold: Work has paused (e.g., waiting for parts or customer approval).

4. Completed: Work is finished, and the job is ready for invoicing.

5. Cancelled: The job will not proceed (archives the record without deleting history).

3. Managing Job Details

The Job page is divided into tabs to organize information:

• Overview: View the client, property address, scheduled time, and assigned technician.

• Line Items: The scope of work. You can add services from your Price Book or create custom line items.

• Tasks: A digital checklist for technicians (e.g., "Check safety valve," "Clean up site"). You can require these to be checked off before a job can be marked Complete.

• Expenses: Track job-specific costs. Technicians can snap photos of hardware store receipts and log them here to ensure job profitability is calculated correctly.

4. Field Execution (Technician View)

Technicians manage the job entirely from the mobile app.
• Clock In/Out: Technicians tap "Clock In" when they start. This starts a Job Session, tracking their time and capturing a GPS breadcrumb for verification.
• Photos & Documents:
  • Before/After Photos: Technicians can use the in-app camera to snap evidence of the work. These upload instantly to the cloud.    
  • Documents: Attach manuals, permits, or signed waivers directly to the job file.
• Notes: Add internal notes (visible only to staff) or public notes (visible on the invoice).

• Offline Mode: If the site has no signal, all photos, time logs, and notes are saved locally and synced automatically when connection is restored.

5. Live Tracking & GPS

For the dispatch team, the Jobs Map provides real-time visibility.
• Live Status: See exactly where technicians are and which job they are currently clocked into.

• Location History: Review GPS breadcrumbs to verify arrival and departure times for billing disputes.

6. Closing the Job & Invoicing

Once the work is done:

1. The technician marks the job as Completed in the app.

2. The office reviews the photos, time logs, and line items.

3. Click "Generate Invoice". This pulls all final line items into a clean invoice ready to be emailed to the client for payment via Stripe.

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