Jobs & Workshop Floor

The heart of the system. How jobs are created, who works on them, how they move through the floor, and how they end.

Creating a job

Three ways to start a job — from a booking, from a customer, or from scratch — what auto-fills in each case, and the J000001 numbering.

4 min read21 May 2026

Job statuses & lifecycle

The seven statuses a job can be in, what each one means, when they flip automatically, and how status drives invoicing and reports.

3 min read21 May 2026

Assigning technicians

Single vs multiple technicians, the jobs.assign-technicians permission, what techs see, and how to reassign mid-job.

4 min read21 May 2026

Job categories & tags

How job categories work, how to create custom ones, the jobs.change-category permission, and the relationship between categories and service reminders.

4 min read21 May 2026

Time tracking on jobs

Per-job time entries, the global timesheet, how manual entries work, and how clocked time turns into billed labour hours.

4 min read21 May 2026

Photos, notes & checklists

Attaching photos from desktop or mobile, the three kinds of notes on a job, what gets shown to the customer, and using inspection checklists.

4 min read21 May 2026

Completing a job

What pressing Complete actually triggers — invoice readiness, the time clock, service reminders — and how to reopen a job you completed by mistake.

4 min read21 May 2026

Deleting & restoring jobs

How soft delete works, where the jobs trash lives, the jobs.trash permission, and what survives a delete (and what does not).

4 min read21 May 2026

Job templates

Pre-built line-item bundles for the work you do every week — logbook services, brake jobs, common diagnostics. How to build one, apply it, and edit from it.

4 min read21 May 2026

Parts on a job

Adding stock items to a job, ordering parts through a PO that links back to the job, the Parts Ordered card, and the "From PO-XXXXXX" badges on received line items.

5 min read21 May 2026

Sharing jobs across sites

For multi-site workshops — how to route a single job between locations, the working site vs the billing site, who can see what, and how technician visibility works.

5 min read21 May 2026