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: Use quick presets or open the custom range picker to show only work scheduled between exact start and end dates
• Crew: Show jobs for one crew only
• Tags: Filter by custom tags you have applied

The Filter by tag control is a searchable dropdown. It shows color-coded tags and lets office staff create a new shared tag definition directly from the picker when needed.

The Jobs list now loads cleanly again in workspaces where the legacy job-level tag column is absent. Tag filters still work, but they are resolved from the linked client tags instead of depending on a separate jobs.tags field.

Tag-filtered job searches now apply that client-tag match directly in the database query instead of loading every tagged client id into the app first. Larger workspaces should see more consistent tagged results without the older list-cap edge cases.

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 or the Jobs page. Click + Create Job, set both the start date and end date, book the truck if needed, assign the crew, choose the sales rep if needed, then save. For single-day work, use the same date in both fields. See the Schedule guide for step-by-step instructions.

Bulk Multi-Property Scheduling

Use Bulk Schedule from Admin > Jobs when one contract covers many saved properties at once.

This workflow is built for situations like one commercial account adding dozens of locations in a single sale.

1. Choose one source account or one standalone client.
2. Select multiple saved properties from that source.
3. Apply batch defaults for service type, dates, times, truck, crew, notes, tax, and line items.
4. Override any row that needs different pricing, notes, truck, or timing.
5. Create the batch in one submission.

Each created job is invoice-ready immediately. CleanEstimate Pro stores the job's line items, subtotal, tax amount, and total on the job record, so you do not need to open every job just to prepare billing later.

Bulk Schedule jobs now also write the same live environment marker that the Jobs list expects, so newly created rows appear immediately in Admin > Jobs after the batch completes.

You can optionally load pricing and notes from an estimate or proposal template source. That source does not need to be won first. It simply seeds the batch defaults so the office can review and adjust them before creation.

After the batch is created, use Create Draft Invoices to generate invoices for the created jobs in bulk without leaving the workspace.

In v1, the bulk scheduler only uses saved properties from the address book. If a location is missing, add it to the client's saved addresses first.

From Recurring Templates

Recurring templates create jobs automatically as each scheduled visit approaches the lead window. Generated jobs stay linked to the template and occurrence number so you can reschedule or skip one visit without changing the full series. See Recurring Job Templates.

Job Detail Page

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

The top action bar now also includes a dedicated View Client shortcut whenever the job is linked to a CRM client. That makes it easier to jump back to the customer profile from dispatch, scheduling, and payment work.

Customer Information

Name, phone, email, and service address.

The job detail page now lets office staff edit those customer snapshot fields directly on the job without mutating the linked client record behind the scenes.

Services

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

Service lines are now job-scoped and fully editable on the detail page:

• add or remove line items
• change descriptions and notes
• change quantity and unit price
• recalculate subtotal, tax, and total live before saving

If the job does not have direct line items yet, CleanEstimate Pro seeds the editor from the linked estimate so the office can make job-only pricing adjustments without recreating the work from scratch.

That seeded baseline now stays stable after the page loads, so the Save button and unsaved-changes guard only turn on when someone actually edits the job.

Jobs created from generic quotes and commercial building proposals now also surface saved Crew Alerts in the job detail workspace. The office and crew can review those internal instructions above the line-item editor and on the individual service rows, and crew leads now see the same callouts in the mobile job detail screen too. That keeps field-only guidance attached to the work without exposing it to the customer-facing quote or proposal.

Truck Assignment

The truck booked to this job comes from your dispatch vehicle list. CleanEstimate Pro accepts both dedicated truck records and legacy vehicle records from Operations -> Vehicles, then saves the correct dispatch truck behind the scenes. Assign the truck first when the equipment package matters for the work.

Crew Assignment

The crew or crew lead assigned to this job. After the truck is booked, you can assign the crew running that truck from this page. Existing crews created before the active/inactive toggle was added still appear in the selector, so older crew records with a blank active flag remain assignable until you intentionally archive them.

Any active teammate with the Crew Lead or Technician role also appears in the crew selector automatically, even if you never created a manual crew record for them yet. That means field staff can be booked to jobs right away from Team settings.

The job totals card also shows a modeled crew pay preview. That preview uses each assigned crew member's pay settings from Team:

• Commission teammates are paid on the commissionable work subtotal only
• Sales tax is excluded
• Lift, equipment, and access adders are excluded
• Subcontractor scope is excluded
• Hourly teammates use the job's actual or scheduled time window

Sales Rep Assignment

Jobs now include a Sales Rep slot on the detail page and in the scheduling dialogs.

• Standalone jobs can assign a rep while booking the work
• Jobs created from estimates carry the estimate's assigned rep forward automatically
• Office staff can reassign the rep later from the job detail page without recreating the job

Shared Tags

Job detail includes a Tags card when the job is linked to a client. Saving tags there updates the shared client tag set so those labels keep working across leads, estimates, jobs, and invoices.

Subcontractor Payouts

When a subcontractor is assigned, the Subcontractor Payouts section appears so you can record payout amount, status, and payment details.

If no subcontractor is selected for the job, this section is hidden by default.

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.

Supported upload formats are JPEG, PNG, and WebP. For security, renamed or unsupported files are rejected instead of being stored.

Status Updates

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

Deleting Jobs

Owners and managers can permanently delete a job from the Delete Job link at the bottom of the detail page.

CE Pro always asks for confirmation before deleting. When you confirm, the job is removed and you return to the Jobs list with a success message.

Payments

The job detail page includes a Collect Payment modal in the Payments card. On desktop and larger laptop screens, the modal now uses a split layout: payment setup and card entry stay on the left while the live payment summary and history stay visible on the right. The header and action button remain fixed so office staff can still see the balance due while entering payments.

If the job already has an invoice, the modal collects against that invoice balance. If the invoice has not been sent yet, the same modal can still record payments or generate a Stripe pay link.

Deposits and partial payments collected before the invoice exists still count. When you generate the invoice later, CleanEstimate Pro carries those payments forward so the job and invoice both show the correct remaining balance.

The payment modal includes:

• Payment Setup for amount, receipt email, and internal notes
• Apply As toggle for payment versus deposit
• Collection Method buttons for Credit Card, Cash, Check, Bank Transfer / ACH, and Other
• Credit Collection options for Keyed Card, Pay Online Link, Tap to Pay / Reader, and External Processor
• Payment History with prior successful payments, notes, status badges, and eligible refund / void actions

Supported job-side payment actions include:

• Record cash, check, bank transfer, and other offline payments
• Charge a keyed credit card through Stripe's secure embedded payment form
• Record tap to pay / reader collections
• Record external processor card charges
• Create and copy a Stripe pay link
• Refund or void eligible payments directly from Payment History
• Take split payments across multiple tender types
• Refresh the prepared keyed-card amount if the office changes the charge after secure card entry is loaded

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.

After the invoice exists, you can stay on the job page to collect payment, record partials, or open the invoice detail screen. See Invoices and Payments for the full billing workflow.

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 start date and end date, then assign a crew.
4. Click Create Job.

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

The convert flow now validates the schedule payload more strictly before it creates the job. Start date and end date are both required, the end date cannot be earlier than the start date, and any optional time window must stay in chronological order.

Owners and managers can also force the conversion when the estimate has not been marked accepted or signed yet, as long as they use the override flow in the convert dialog.

Next Steps

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