Managing Jobs

Moving a job to the next stage

On the job detail page, click the next stage button (e.g., "Move to In Progress"). The customer is immediately notified via SMS and/or email.

You can also:

• Skip stages — use "Jump to a specific stage" to move directly to any stage
• Go back — use the "Back to..." button to move to the previous stage
• Add a note — include a message with the status update that the customer sees

Setting an ETA

Use the date/time picker on the job detail page to set when the job will be ready. The ETA appears on the customer's tracking page. If the ETA passes, the customer sees "Running a bit behind schedule."

On My Way

For mobile/on-site businesses: when the next stage is an "En Route" or "On My Way" stage, a quick-action button appears directly on the jobs list. One tap advances the job and notifies the customer.

Archiving jobs

Completed or cancelled jobs can be archived from the job detail page. Archived jobs move to the Archive tab and can be restored at any time.

You can also bulk-archive: click Select on the jobs list, check multiple jobs, and archive them all at once.

Bulk stage moves

In select mode, you can move multiple jobs to the same stage at once. Use the "Move to..." dropdown to pick the target stage.