Running sold jobs from sale to payment

If the job came from a signed estimate, open the estimate and use Send to Sold Jobs — the customer, address, sale amount, and salesman carry over automatically, so nothing is re-typed. For a job entered by hand, open the Sold tab and tap New Sold Job, then Save Sold Job.

Add photos, documents, and the contract file to the job card so the crew has everything in one place.

The office taps Mark Received on the job card — that is the signal to the salesman that the office has received and processed the job.

As work approaches, put the job on the Schedule — crews see their assignments and can open the job from there.

During production, open the job to add production notes and photos, grouped as production photos, permits, dump tickets, receipts, or payments — each stamped with the capture time and location.

When the work is done, mark the job Completed, then mark it Paid once payment is collected — paid jobs can also be pushed to QuickBooks.

Add a Breakdown on the job card to track material, labor, permit, and dump costs against the sale price.