Everything you need to document work performed, track materials used, and maintain job records.
Quick Links
Log Materials Used
Track parts and supplies used on each job. Calculate material costs for accurate invoicing.
Add Photos to Job
Capture before/after photos, equipment issues, and completed work. Visual documentation for customers and warranty claims.
Mark Job as Complete
Close out finished work. Update status, log completion time, and trigger invoicing workflow.
Add Notes to Job
Document important details: customer requests, equipment serial numbers, special instructions, warranty info.
Common Scenarios
Scenario 1: Installing new furnace, need to track which parts were used → Log Materials Used to record equipment model, filters, supplies for accurate billing.
Scenario 2: Customer wants proof of work completed → Add Photos to Job with before/after shots showing the repair or installation.
Scenario 3: Finished service call, heading to next job → Mark Job as Complete to update status and trigger invoice generation.
Scenario 4: Customer mentioned warranty expiring soon → Add Notes to Job to document warranty date, equipment age, and recommended maintenance.
Related Topics
- Getting Paid - Create invoices after completing jobs
- Scheduling - View upcoming jobs to complete
- Quotes - Convert estimates to jobs for documentation
Need more help? Visit the Technician Guide for field workflow best practices.