Jobs

Jobs are the work orders that track every service visit from first contact through completion. A job connects a customer, scheduled visits, assigned team, invoices, and all the activity around getting the work done.

The Jobs screen keeps job status, customer, schedule, team assignment, and actions in one workspace.

Open Jobs from the main navigation.

When to use Jobs

Use Jobs when your team needs to:

• Track work from request through completion.
• Schedule visits and assign technicians.
• See which jobs are pending, in progress, completed, or cancelled.
• Link invoices, quotes, checklists, and materials to a single work order.

The job list

The job list shows every job in your account with a header displaying the total count and how many are currently in progress.

Status tabs

Filter the list by status: All, Pending, In Progress, Completed, or Cancelled. Each tab shows a count badge.

Search

Search by job title, customer name, notes, or description to find specific work quickly.

What each row shows

• Job title — the name of the work.
• Customer name — clickable link to the customer detail.
• Scheduled date and time — the job's legacy scheduled start when one exists, or "--" if no legacy date is stored. New calendar work is managed as visits from Scheduling.
• Assigned team — avatar stack showing up to three team members, or "Unassigned."
• Status badge — color-coded status indicator.

Create a new job

1. Click New Job.
2. Select a Customer from the dropdown (required).
3. Enter a Title such as "Bathroom remodel" (required).
4. Add a Description explaining what needs to be done (optional).
5. Assign one or more Team Members from the multi-select field (optional). If no active team members exist yet, ToolbagCRM shows a prompt to add or invite a team member before assigning the job.
6. Save the job.

New jobs default to Pending status. Create the job first, then use Schedule Visit from the job detail page to put that work on the calendar.

Job detail view

Click any job row to open the full job detail. The detail view includes:

Header

• Job title with a StatusSelect dropdown to change status inline: Pending, In Progress, Completed, or Cancelled.
• Created date.
• Schedule Visit link that opens Scheduling with this job selected.
• Edit button to update or delete the job.

Metadata grid

Field	Content
Customer	Name linked to the customer detail page
Visit schedule	The next upcoming active visit date and time, a Manage visit or Manage visits link, or No visits scheduled with a Schedule Visit link. Completed, cancelled, and past visits stay in Scheduling/history instead of replacing the next field visit. If the job still has an older job-level date, it appears as a legacy job date until a visit is scheduled.
Location	The job's service location when one is attached; otherwise the customer's formatted address

Assigned team

Lists each assigned team member with their avatar and display name. Click Edit on the job detail to add, remove, or replace assigned team members; the edit sheet uses the same multi-select pattern as the new job form, shows a selected-team summary, and keeps currently assigned inactive members visible with an (inactive) label so you can remove or recognize historical assignments.

Description and internal notes

• Description — the work to be done, visible to the full team.
• Internal Notes — staff-only notes displayed in a separate warning-toned card. Use these for instructions the customer should not see.

Linked invoices

Lists all invoices tied to this job with amounts, invoice numbers, due dates, and status badges. A summary footer shows total invoiced, total paid, and outstanding balance.

Click New Invoice in this section's header to create an invoice for the job's customer without leaving the job detail. The dialog pre-fills the Customer and Linked job from the job you're viewing; the customer stays locked so the invoice remains on the right account, but you can change Linked job to No job attached if the charge should be customer-only. Enter a description and amount, and the invoice saves as a Draft.

Documents & Photos

When the Documents & Photos plugin is enabled, the job detail shows a Documents & Photos card for files attached to that job. The card lists each file name, category, file type, file size, upload date, and Download action when stored content is available.

If no files are attached yet, use Add documents or Upload documents from the card to open the Documents page with the current job preselected. That keeps site photos, contracts, permits, and forms attached to the job rather than asking the office to select the job again during upload.

Customer sign-off

When the Signature Capture feature is enabled, a signature pad appears on the job detail. The technician can capture the customer's signature on-site. Once signed, the signature image, date, and a re-capture option are displayed.

Status history

Every status change recorded for this job with timestamps and who made the change.

Activity timeline

A chronological feed of all activity on the job — status changes, notes, payments, and other events.

Job statuses

Jobs follow this status flow:

• Pending — Created but not yet started.
• In Progress — Work is actively underway.
• Completed — Work is finished.
• Cancelled — The job will not proceed but stays on record.

Use the StatusSelect dropdown on the job detail to move between statuses at any time.

Before you start

• Make sure the customer record exists — the Customer field is required when creating a job, and the save button stays disabled until a customer is selected.
• If the job happens at a specific property or service location, keep that location's street address, city, state, and ZIP/postal code current so the job detail and weather strip show the right site.
• If you use invoicing, plan to finish jobs promptly so they flow into the invoicing workflow. A completed job is the fastest path to a draft invoice.
• Enable Documents & Photos if technicians or office staff need job photos, permits, contracts, or signed forms to appear directly on the job detail.
• Decide on a clear Title such as "Furnace tune-up" or "Bathroom remodel" — the title appears in search results, scheduling, and the customer's job history.

Tips

• Schedule jobs from the Scheduling page to assign visits and team members.
• From a job detail page, use Schedule Visit to open Scheduling with the job already selected; this prevents accidentally scheduling the wrong customer or work order.
• Use the Visit schedule row for the next upcoming field visit. Completed, cancelled, and past visits remain available through Scheduling/history, while the job detail keeps the next active visit front and center.
• If you are already in the job edit sheet, use its Schedule Visit link instead of hunting through navigation — it opens Scheduling with the same job context.
• Check the Location row before dispatch; jobs with an attached service location show that site first, while jobs without one fall back to the customer's formatted address.
• Use internal notes for access codes, safety concerns, or special instructions the crew needs but the customer should not see.
• Attach job-specific files from the Documents & Photos card so technicians can download site photos, permits, or signed forms from the job they are already viewing.
• Use New Invoice on the job detail's Linked invoices section to bill for a job in one step — the customer and job are pre-filled, and you can leave the job selected or switch the dropdown to No job attached for a customer-only charge.
• Check the activity timeline to see the full history when picking up someone else's job.

Troubleshooting

The job list says "Nothing on the schedule"

Click New Job to create the first job. If jobs existed before but the list is blank, check the search bar and status tabs — a filter may be hiding results. Click All to reset the status filter.

The save button is disabled when creating a job

A Customer and Title are both required. Select a customer from the dropdown and enter a title before saving. If the customer dropdown is empty or shows an error, the customer list may have failed to load — check your connection and refresh the page.

Search is not finding a job

The search bar matches job title, customer name, notes, and description. Try the customer's name if the job title is uncertain. If a status tab other than All is selected, switch to All — the job may be in a different status.

The Assigned team field is empty or disabled

Only active team members appear for new job assignments. Add or invite team members from Team first, then return to the job form or job edit sheet. If a team member was deactivated after being assigned, the edit sheet can still show that existing assignment with an (inactive) label so you can decide whether to leave it for history or remove it before saving.

I do not see a scheduled time on the new job form

Scheduling is visit-based. Save the job first, open the job detail, then click Schedule Visit to choose the service window and assigned techs. Existing jobs that still show a legacy job date can be managed from the Visit schedule row once you add a Scheduling visit.

I do not see the Documents & Photos card

The card only appears when the Documents & Photos plugin is enabled. Open Settings → Features or the Marketplace to enable Documents & Photos, then reopen the job detail. If the card appears but is empty, use Add documents to upload files with this job preselected.

A job was created by mistake

Open the job detail and click Edit to delete the record. If invoices are already linked, consider keeping the job and changing its status to Cancelled instead, so the financial history stays intact.

Related articles

• Customers
• Scheduling
• Quotes
• Invoices
• Documents & Photos
• Payments
• Team