Track every job from booking to paid.

Open a job and see where it stands, what the tech did, the photos taken on site, the notes, the parts, the quote, the payments, and where the customer came from.

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Fifteen minutes: we walk you through one job, from the call to the money landing, then show you what it made.

The status tabs on the Jobs screen in Steddy, each with a count: Ongoing, Scheduled, On hold, Quote sent, Completed and Cancelled. — Every job sits under one of six tabs on the Jobs screen, rebuilt from the app. Sample counts.

Where each job stands

Scheduled: Booked for a date and a time window.
Ongoing: The tech has started it.
On hold: Paused. When the tech pauses it, they pick a reason: waiting on parts, return visit needed, customer not home.
Quote sent: A quote is with the customer and not yet approved. After it's sent, the tech can leave the job here and move on.
Completed: Done. Close the job and Steddy writes the invoice. The job shows unpaid, partly paid or paid as the money comes in.
Cancelled: With the reason recorded.

Once a job is completed or cancelled, only an admin can change it.

What's on the job

The activity log: Changes to the job's details, with the time. The tech accepting it, heading off, arriving and finishing. Those four steps also show on the job's progress card, each with its time. The quote going out. The job closing and the invoice being written.
Photos: The tech takes them on site in Steddy Crew, and they land on the job for the office.
Notes: Each one stamped with the time and the name of whoever wrote it, in the office or in the field.
Parts: Picked from your parts list, with what each one cost you and what you charge for it. Parts the tech paid for are marked, so the office knows who to pay back.
Quotes, payments and the invoice: Every quote sent on the job, every payment taken against it, and its invoice.
Where it came from: The lead source, and the campaign or web form if there was one. It comes across from the lead when the job is booked.
What it made: On the job's Finance tab: profit after parts, tolls, card fees and the tech's commission.

Technician progress

Accepted17 Sep, 8:31 AM
En route17 Sep, 8:52 AM
On site17 Sep, 9:14 AM
Finished17 Sep, 11:02 AM

Sample job JOB-1042, hot water changeover with Josh Kealy, rebuilt from the job's Technician progress card in Steddy.

Finding it again

Search: By customer, phone number or job number, whatever the date.
The customer's page: Every job, quote and invoice for that customer.
Callbacks: Tick Recall on a warranty or return visit, and the dashboard counts recalls for each tech.

The search box on the Jobs screen, rebuilt from the app.

See a job page for yourself.

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Next: how the jobs get to the vans.