Jobs in getSoapy

Here's an overview of how the jobs feature works and how it interacts with other features in getSoapy.

Think of each job as a job card: it contains all the information you or your team need to do the job - the service(s) included, the cost, and any internal notes.

You can also set the frequency of recurring jobs to help with manually scheduling or automatically planning work.

Customers

Each job is associated with a customer. The customer must exist before you can add a job. You can add multiple jobs to the same customer (e.g., window cleaning every month, and gutter cleaning once a year).

Invoices

An invoice is automatically raised each time you mark a job as complete.

Quotes

You can create a job from a quote when you convert the quote to a customer.

Rounds

You can add a job to a round to help organise your work.

Attachments

There are two types of attachments associated with jobs:

Attachments can be added to a job for your team's internal reference. This can be a helpful way to record which parts of a property should be cleaned or how to access the property. These attachments are visible in the Work view, Calendar view, and in the Jobs tab on the customer record in your app. They are not visible to the customer.

You can also upload attachments when you mark a job as complete. These attachments are associated with the individual job occurrence and are a great way to save before/after photos, evidence of work done, or any other records you need to keep (such as why a job couldn't be done). Attachments added this way are visible to customers in the customer portal and to your team in the job history view in your app.

What's next?

With all that said, you might want to check out: