Step-by-Step: Managing the Complete Job Lifecycle
Manage jobs from creation through completion and invoicing in Local Business Pro.
Quick Answer: Jobs flow through stages: Draft → Active → Complete → Invoiced. Update status as work progresses, add notes about what was done, then create an invoice when finished.
Job Lifecycle Stages
- Draft - Job created but not yet confirmed/scheduled
- Active - Work is scheduled or in progress
- Complete - Work finished, ready for invoicing
- Invoiced - Invoice sent to customer
- Paid - Payment received
Managing Each Stage
Draft → Active: Schedule the job, assign team, confirm with customer
Active → Complete: Mark complete when work is done, add notes about work performed
Complete → Invoiced: Click 'Create Invoice' to bill the customer
Best Practices
- Update status promptly so everyone knows job progress
- Add notes about work done, parts used, issues found
- Invoice quickly - within 24-48 hours of completion
- Review overdue jobs regularly to catch stuck work
Frequently Asked Questions
Q: Can I skip stages?
A: Yes, you can change status to any stage as needed.
Q: What if scope changes during the job?
A: Edit the job to add/remove line items and update pricing.
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Last updated: February 1, 2025