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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.

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

The office

Jobs

Manage your service jobs

  • Ongoing 14
  • Scheduled 14
  • On hold 2
  • Quote sent 6
  • Completed 21
  • Cancelled 3
  • JOB-1184Dana Kirkbride CoburgSpring replacementDean WhitlockOn siteUnpaid$54017 Sep 8AM – 10AM
  • JOB-1183Grant Teasdale ThomastownCable & drumLuca BianchiOn siteUnpaid$61017 Sep 9AM – 11AM
  • JOB-1182Renée Ashworth EssendonNew door installSione TupouOn sitePartial$3,48017 Sep 11AM – 2PM
  • JOB-1180Thanh Nguyen BroadmeadowsRoller door motorCallum ReyesEn routeUnpaid$1,15017 Sep 2PM – 4PM
Sample jobs for an Australian garage door business, rebuilt from the Jobs screen in Steddy, with sample counts.

StartJOB-1184 goes On site on the Jobs screen

The tech's phone

Dana KirkbrideSpring replacement

In progress

8:00 AM – 10:00 AM · Coburg

  1. Accepted
  2. En route
  3. On site
  4. Finished

In progress. Accepted, En route and On site are done, and Finished is still to come. The buttons are Quote job and Finish job.

Sample job for an Australian business, rebuilt from the job screen in Steddy Crew.

One job, from both ends

What the office sees on the job, and what the tech did in Steddy Crew to put it there.

  1. Where each job stands

    The office

    Scheduled
    Booked for a date and a time window.
    Ongoing
    The tech has started it.
    On hold
    Paused, with the reason.
    Quote sent
    A quote is with the customer and not yet approved.
    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.

    The tech's phone

    The tech's taps move the job. Start puts it under Ongoing. Put on hold, and they pick a reason: waiting on parts, return visit needed, customer not home.

    After a quote is sent, the tech can leave the job under Quote sent and move on.

    Once a job is under Completed or Cancelled, only an admin can change it.

    Renée Ashworth · New door install

    Put on hold

    Why is the job on hold?

    • Waiting on parts
    • Return visit needed
    • Customer not home
    • Other

    Anything else? (optional)

    Put on hold

    Waiting on parts is picked.

    Sample job for an Australian garage door business, rebuilt from the Put on hold sheet in Steddy Crew.

  2. Every step, with its time

    The office

    The tech's four steps show on the job's progress card, each with its time: accepted, en route, on site and finished. The activity log keeps the rest: changes to the job's details, the quote going out, the job closing and the invoice being written.

    Technician progress

    Finished
    1. Accepted17 Sep, 7:46 AM
    2. En route17 Sep, 8:04 AM
    3. On site17 Sep, 8:27 AM
    4. Finished17 Sep, 9:38 AM
    Sample job JOB-1184, spring replacement with Dean Whitlock, rebuilt from the job's Technician progress card in Steddy.

    The tech's phone

    One tap each in Steddy Crew: Accept, On my way, Start, and Finish job. Nobody rings the van to ask where things are up to.

  3. What's on the job

    The office

    Photos and notes
    On the job for the office. Each note 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.
    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. The reports add up revenue by tech and by lead source.

    The tech's phone

    Add photo
    Taken on site, or picked from the phone. It lands on the job.
    Add note
    Stamped with the tech's name and the time.
    Add part
    From your catalogue. Parts the tech paid for are marked, so the office knows who to pay back.

    Dana Kirkbride

    Spring replacement

    8:00 AM – 10:00 AM · Coburg

    • Call
    • Text
    • Navigate

    NotesAdd note

    Left spring snapped. Replaced both springs and balanced the door.

    Photos

    Add photo

    Sample job for an Australian garage door business, rebuilt from the job screen in Steddy Crew.

  4. Finding it again

    The office

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

    The tech's phone

    Office only. The tech's phone shows their own jobs: today, and the week ahead.

See a job page for yourself.

Book a demo

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

Next: how the jobs get to the vans.

The three plans.