What good looks like
A job with the correct customer/site, scope, commercial terms, owner, dates, line items, and readiness context.
Have these details ready
- Customer, site, and billing contact
- Approved scope or authorized service request
- Job type, priority, target date, and expected skills
Run the workflow
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Start from the source
Convert an accepted quote or create from the customer or service request when possible so context is preserved.
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Define the work
Enter a recognizable name, job type, site, scope, exclusions, internal notes, customer notes, and equipment.
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Set commercial details
Confirm billing type, line items, tax, purchase-order requirement, deposit, and agreement or warranty coverage.
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Set ownership and timing
Assign coordinator, priority, target dates, and status. Record crew requirements without assigning an unavailable person.
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Check readiness
Review materials, permits, access, subcontractors, dependencies, approvals, and safety. Assign blockers.
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Review the saved job
Verify overview, items, schedule, crew, documents, messages, and financial context before board placement.
Check your work
Do not call the workflow complete until these statements are true.
- The correct customer and site are linked
- Scope, price basis, status, and owner are clear
- Readiness blockers are cleared or assigned
If something does not look right
The work started as a quote
Use Convert to Job from the accepted quote.
The schedule is unknown
Use a target window and planning owner; do not create a false appointment.