Jobs & Deposits
Create jobs from bookings, collect deposits upfront, and track work progress.
Creating Jobs
Jobs are created automatically from bookings, or you can create them manually.
- β’From Booking
Jobs are auto-created when a booking is confirmed
- β’Manual Creation
Create jobs for walk-ins or phone bookings
- β’Job Details
Customer, service, date, time, and notes
Collecting Deposits
Require upfront payment to secure bookings:
Percentage Deposit
e.g., 25% of total job value
Fixed Amount
e.g., $50 deposit required
Full Payment
Require full payment upfront
π‘ Deposits reduce no-shows and improve cash flow.
Job Status
Track the progress of each job:
π Scheduled
Job is booked for a future date
π§ In Progress
Work is currently being done
β Completed
Job is finished
β Cancelled
Job was cancelled
Job Checklists
Use checklists to ensure quality and consistency:
- β’ Check off tasks as you complete them
- β’ Add photos for before/after documentation
- β’ Get customer sign-off on completed work
Job to Invoice
Convert completed jobs to invoices with one click:
- β’Auto-Generate
Create invoice from job details automatically
- β’Adjust Before Sending
Add extras, apply discounts, or modify line items
- β’Deposit Credit
Deposits are automatically credited to the final invoice
Next Steps
Learn about AI Front Desk for automated customer communication.
Learn About AI Front Desk β