DEMO MODE Reset Exit Demo
F FieldOps

Commercial Oven Repair

In Progress Normal priority

Job #19 for Downtown Cafe

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Customer
Downtown Cafe
Portal-ready contact record
Site
890 Main Street, Austin, TX 78703
Crew, route, and customer ETA context
Due
Today
2026-06-27
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.

45%

Job timeline

Job opened

Intake

Request captured for Downtown Cafe

Dispatch planning

Today

Priority set to Normal

Technician work

Now

Demo User is handling the field work

Next action

Upcoming

Capture used parts.

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 - In Progress
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
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 $3,262.50
Labour hours 6.5
Estimated materials $1,044.00
Captured direct costs $225.00
Estimated gross profit $3,037.50
Estimated margin 93.1%
Invoice status Not ready

Job cost ledger

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

2 entries
Commercial oven technician labour $130.00
Labour - 2 at $65.00 - 2026-01-08
Cost-backed demo invoice scenario.
Gas compliance callout support $95.00
Subcontractor - 1 at $95.00 - 2026-01-08
Subcontractor cost capture demo.

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

Capture used parts.

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