DEMO MODE Reset Exit Demo
F FieldOps

Water Heater Installation

Scheduled High priority

Job #6 for Martinez Home

Back to jobs Edit job Book appointment
Customer
Martinez Home
Portal-ready contact record
Site
789 Elm Street, Austin, TX 78705
Crew, route, and customer ETA context
Due
Jan 15, 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 Martinez Home

Dispatch planning

Jan 15, 2026

Priority set to High

Awaiting dispatch

Next

Schedule the visit and confirm customer access

Next action

Upcoming

Confirm permit and parts pickup.

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 $1,475.00
Labour hours 2.75
Estimated materials $472.00
Captured direct costs $0.00
Estimated gross profit $1,475.00
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
Martinez Home
Email
carlos.martinez@email.com
Phone
+1-555-0105

Next action

Confirm permit and parts pickup.

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