Jobs & Work

Everything that happens after you win a client lives here: the job itself, the scope of work that describes it, the tasks your team has to complete, and a full audit log of changes.

Articles in this category

• Create a job — add a new job with client, line items, dates, and crew.
• Schedule a job for a later date — plan work weeks or months ahead.
• Convert a quote to a job — turn an approved quote into a live job in one click.
• Create an invoice from a job — bill your client when work is complete.
• Create a work order — give your crew a focused, printable job sheet.
• Create a scope of work template — save reusable descriptions of the work you do.
• Attach a scope of work to a quote — add standard wording to documents.
• Create a task — log a to-do with time, assignee, and a link to a client.
• View the team calendar — see scheduled jobs and tasks at a glance.
• Schedule a task — set start/end times and have it show up on the calendar.
• View the activity log for a job — see who changed what and when.

Common questions

What’s the difference between a job and a quote?

A quote is the pricing offer the client sees before they commit. A job is the actual work — once the client approves (or for repeat clients who don’t need a quote), it goes on the schedule, gets assigned to a crew, and is what your team executes. Most flooring work flows: quote → job → invoice.

Do I need to send a quote first, or can I start at a job?

Both work. Send a quote when the client needs pricing approval first (most new work). Start at a job for repeat clients, small repairs, or work that’s already verbally approved. See Create a job.

What’s a scope of work template — do I need one?

It’s a reusable block of formatted text that describes a type of work (e.g., “Standard Carpet Install — Residential”, “LVP Glue-Down Install”, “Hardwood Refinish — Existing”). Save it once and drop it onto every quote that needs it instead of retyping. Worth setting up if you do the same kind of work repeatedly. See Create a scope of work template.

How do work orders fit in?

A work order is a focused, crew-facing document generated from a job — what’s being done, which line items, who’s assigned. Most retailers print or send a work order to installers so they have a clean reference on site without seeing pricing. See Generate a work order PDF.

When does a job auto-close?

When the linked invoice is marked Paid in full. To close earlier (work done but waiting on payment), use More Actions → Close Job manually.

How do I tell what’s changed on a job?

Open the job and use More Actions → History for a full timestamped audit trail — who edited what, when, and the before/after values. See View the activity log.