DEMO MODE Reset Exit Demo
F FieldOps

Split System AC Install

Scheduled Normal priority

Job #13 for Smith Family Residence

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Customer
Smith Family Residence
Portal-ready contact record
Site
567 Oak Lane, Austin, TX 78702
Crew, route, and customer ETA context
Due
Jan 17, 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.

20%

Job timeline

Job opened

Intake

Request captured for Smith Family Residence

Dispatch planning

Jan 17, 2026

Priority set to Normal

Awaiting dispatch

Next

Schedule the visit and confirm customer access

Next action

Upcoming

Confirm condenser delivery.

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 - In Progress
Record photos before and after work
Evidence - Pending
Capture parts used and truck stock changes
Inventory - Pending
Collect customer sign-off or approval notes
Portal - Pending

Field notes

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

0 notes
No field notes have been added yet.

Job actions

Book appointment Create quote Create invoice Ask AI

Financial snapshot

Estimated quote $2,437.50
Labour hours 5.25
Estimated materials $780.00
Captured direct costs $0.00
Estimated gross profit $2,437.50
Estimated margin 100%
Invoice status Not ready

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
Smith Family Residence
Email
john.smith@email.com
Phone
+1-555-0102

Next action

Confirm condenser delivery.

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