LeadDuo – Service Business SoftwareLeadDuo
Sign InSign Up
Back to ServiceHub Docs

Jobs & Deposits

Jobs are where booking, field execution, evidence capture, Proof Pack, cancellation handling, and invoice handoff come together in LeadDuo ServiceHub.

Creating Jobs

Jobs are created automatically from bookings, or you can create them manually.

  • •
    From booking and recurring flow

    Jobs can be created from confirmed bookings, recurring subscriptions, and contract-generated schedules depending on the workflow.

  • •
    Manual and office-created jobs

    Create jobs directly for call-ins, add-on work, or office-managed scheduling that did not start on the public booking page.

  • •
    Operational detail on the record

    Each job can carry customer context, services, scheduling, notes, intake details, assigned staff, and work-specific instructions.

Collecting Deposits

Require upfront payment to secure bookings:

Percentage deposit

Require a percentage of the total so higher-value jobs are protected proportionally.

Fixed deposit amount

Use a flat amount when your intake process needs a simple reservation fee.

Full payment upfront

Collect the entire amount at booking when the workflow or service type justifies it.

💡 Deposits do more than reduce no-shows. They also help qualify lead intent and carry forward cleanly into final billing.

Job Status

Track the progress of each job:

📅 Scheduled

The visit is planned and assigned, but work has not started yet.

🔧 In Progress

The field team is actively working through the visit and checklist flow.

✅ Completed

Execution is finished and the visit is ready for invoice, proof delivery, or review handling.

❌ Cancelled

The visit was cancelled and can still feed cancellation-policy or audit workflows.

Job Checklists

Jobs can carry the execution checklist and evidence requirements your team must satisfy in the field:

  • • Complete steps directly inside the job workflow instead of on a separate QA sheet
  • • Capture photos or text evidence against required checklist steps where proof matters
  • • Use the completed job as the source for client-facing Proof Pack delivery after review

Job to Invoice

Convert completed jobs to invoices with one click:

  • •
    Auto-generate from the visit

    Turn the completed job into an invoice using the captured services and visit context as the starting point.

  • •
    Adjust before sending

    Add extras, discounts, or final line-item corrections before the invoice reaches the customer.

  • •
    Deposit carryover

    Any deposit already collected can be credited automatically so the final balance stays accurate.

Next Steps

Learn about AI Front Desk for automated customer communication.

Learn About AI Front Desk →