Tenant Portal Booking Follow-up

Scheduled Normal priority

Job #23 for Northside Bakery

Back to jobs Edit job Book appointment

Customer

Northside Bakery

Portal-ready contact record

Site

910 Market Street, Austin, TX 78709

Crew, route, and customer ETA context

Due

Jan 18, 2026

2026-01-14

Technician

Avery Singh

Workload and skill matching ready

Contract total for staged billing

Billing schedule

Choose when the customer will be invoiced for this work.

Billing Plan Selector

You will invoice part of the total now and the rest later.

Monthly instalments

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.

10%

Job timeline

Job opened

Intake

Request captured for Northside Bakery

Dispatch planning

Jan 18, 2026

Priority set to Normal

Awaiting dispatch

Schedule the visit and confirm customer access

Next action

Upcoming

Confirm customer portal booking request and arrival window.

Technician checklist

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

5 tasks

Confirm customer access and appointment window

Dispatch - In Progress

Complete site risk assessment

Safety - Pending

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 $3,812.50

Labour hours 5.25

Estimated materials $1,220.00

Captured direct costs $0.00

Estimated gross profit $3,812.50

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.

Description

Type

Cost date

Quantity

Unit cost

Notes

Customer portal

Share a secure status link with the customer.

Not Generated

Customer: Northside Bakery
Email: owner@northsidebakery.example
Phone: +1-555-0109

Next action

Confirm customer portal booking request and arrival window.

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