DEMO MODE Reset Exit Demo
F FieldOps

Grease Trap Cleaning

Completed Normal priority

Job #12 for Downtown Cafe

Back to jobs Edit job Book appointment
Customer
Downtown Cafe
Portal-ready contact record
Site
890 Main Street, Austin, TX 78703
Crew, route, and customer ETA context
Due
Jan 13, 2026
2026-01-14
Technician
Demo User
Workload and skill matching ready

Billing schedule

Choose when the customer will be invoiced for this work.

You will invoice part of the total now and the rest later.
Step Billing point name Trigger Percentage or amount Due date / trigger condition Status Invoice Actions
1
Created after save Reorder by step number
2
Created after save Reorder by step number
Edit billing point values directly in the table before saving.

Workflow progress

Timeline, next action, and field closeout readiness.

100%

Job timeline

Job opened

Intake

Request captured for Downtown Cafe

Dispatch planning

Jan 13, 2026

Priority set to Normal

Technician work

Completed

Demo User is handling the field work

Closeout

Ready

Archive compliance report.

Technician checklist

Standardized steps for evidence, safety, parts, and sign-off.

5 tasks
Confirm customer access and appointment window
Dispatch - Done
Complete site risk assessment
Safety - Done
Record photos before and after work
Evidence - Done
Capture parts used and truck stock changes
Inventory - Done
Collect customer sign-off or approval notes
Portal - Done

Field notes

On-site observations, customer updates, and closeout notes.

0 notes
Original job note
Generated from maintenance agreement #2
No field notes have been added yet.

Job actions

Book appointment Create quote Create invoice Ask AI

Financial snapshot

Estimated quote $2,300.00
Labour hours 4
Estimated materials $736.00
Captured direct costs $0.00
Estimated gross profit $2,300.00
Estimated margin 100%
Invoice status Ready to invoice

Job cost ledger

Capture labour, subcontractor, equipment, travel, and other direct costs.

0 entries
No direct costs captured yet.

Customer portal

Share a secure status link with the customer.

Not Generated
Customer
Downtown Cafe
Email
manager@downtowncafe.com
Phone
+1-555-0103

Next action

Archive compliance report.

Keep quote, schedule, invoice, customer portal notes, and technician updates connected from this job.