Managing Jobs

A job represents a unit of work to be performed at a customer's property. Jobs flow through a series of statuses from scheduling to completion.

Navigate to Admin > Jobs to view all jobs.

Job List

The Jobs page shows all jobs in a filterable table. Each row displays:

• Customer name
• Service address
• Scheduled date and time
• Status
• Assigned crew
• Services

Filtering Jobs

Use the filters at the top to narrow the list:

• Status: Scheduled, In Progress, Completed, Cancelled
• Date range: Show jobs within a specific period
• Crew: Show jobs for one crew only
• Tags: Filter by custom tags you have applied

Job Statuses

Every job moves through these statuses:

Status updates can be made from the admin dashboard or by crew leads using the mobile app.

How Jobs Are Created

Jobs are created in two ways:

Automatically from Accepted Estimates

When a customer signs a proposal or an estimate is marked as "Won" in the pipeline, CleanEstimate Pro creates a job automatically. The job inherits the customer info, services, and pricing from the estimate.

Manually

You can create a job manually from the Schedule page. Click + Create Job, fill in the details, and save. See the Schedule guide for step-by-step instructions.

Job Detail Page

Click any job in the list to open its detail page at /admin/jobs/[id]. The detail page includes:

Customer Information

Name, phone, email, and service address.

Services

The list of services to be performed, with quantities and pricing.

Crew Assignment

The crew or crew lead assigned to this job. You can reassign from this page.

Notes

Internal notes for the crew. Add instructions, access codes, or special requests.

Photos

Before and after photos uploaded by the crew. Photos are attached to the job for quality tracking and customer records.

Status Updates

A timeline of status changes with timestamps. See exactly when the crew went en route, started work, and finished.

Completing a Job

When work is finished:

1. Update the job status to Completed.
2. Add any final notes about the work performed.
3. Upload after photos if required.

When a job is marked as Completed, CleanEstimate Pro can automatically:

• Generate an invoice for the work performed.
• Send a review request to the customer asking for a Google review.

These automations depend on your settings. See Invoices and Payments for more on invoice generation.

Converting Estimates to Jobs

From the Estimates section, you can convert an accepted estimate into a job:

1. Open the estimate detail page.
2. Click Convert to Job.
3. Set the scheduled date and assign a crew.
4. Click Create Job.

This creates the job and links it to the original estimate.

Next Steps

• Learn how to create and send invoices after completing jobs.
• Set up quality control checklists for your crews.