Jobs
Everything about scheduling and managing active work. Includes assigning technicians, tracking progress, adding notes, photos, and materials, and updating job statuses in real time.
By Robert1 author8 articles
- Creating and Scheduling a JobCreate and schedule jobs in Notifi manually or by converting approved estimates. Jobs can be one-off or recurring, with built-in automation for scheduling, invoicing, and payments.
- Calendar Filters and Quick BookingThe calendar includes flexible filtering and quick booking tools to help you focus on specific jobs, crews, or activities.
- Understanding the Job Status WorkflowJob statuses in Notifi represent each stage of a job’s lifecycle—from scheduling to completion. Updating statuses helps your team stay aligned and track real-time progress across field operations.
- Understanding Recurring JobsRecurring jobs in Notifi automate repeat services for customers who require ongoing maintenance, cleaning, or scheduled visits. Instead of manually creating each job, the system repeats them automatically based on…
- Managing Jobs and Field TechniciansAfter a job is created, you can manage its schedule, crew, and progress directly from the job dashboard. This includes updating details, assigning team members, and tracking status.
- Job Notes and AttachmentsJob notes and attachments allow field technicians to document their work directly within each job. This ensures accurate records, visual proof of service, and accountability for every visit.
- Tracking Job ExpensesJob expenses in Notifi let you record all costs associated with completing a job—such as materials, fuel, or subcontractor payments. Tracking expenses at the job level ensures accurate profitability and…
- Converting an Estimate to a Job (and Automating It)Easily convert approved estimates into jobs or invoices in Notifi. You can also automate this process so estimates convert automatically once approved.