🧰 Jobs

Every job in one list: status, team, and Done to create the invoice.

▶Play · 4 steps

1/4Jobs lists every job, with tabs for today, upcoming, and jobs that still need closing.

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Jobs: step by step

1. Jobs lists every job, with tabs for today, upcoming, and jobs that still need closing.
2. Tap Done when a job is finished. Its invoice is created straight away.
3. Change the status in one tap: scheduled, on the way, in progress, done.
4. The phone button calls the customer, and the pin opens directions in Maps or Waze.

Read the full documentation → · Try FieldGene free →

More video guides

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🚀 Getting startedA tour of FieldGene: the menu, your day, and how a job flows from booking to paid.6 steps · about 1 min

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✨ Gene AI assistantBook, reschedule, invoice and record expenses by typing or talking.4 steps · about 1 min

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📅 Schedule & booking a jobBook a job in under a minute and see your week without double bookings.5 steps · about 1 min

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👥 CustomersEveryone you have worked for, with their jobs, quotes, invoices and what they owe.4 steps · about 1 min

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📝 Quotes & customer approvalGood, Better, Best quotes that customers approve online.4 steps · about 1 min

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🧾 Invoices & paymentsCreate, send and get paid, by card or any other way.4 steps · about 1 min

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🌐 Online booking pageCustomers pick a service and a free time themselves.4 steps · about 1 min

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👤 Customer accountsCustomers sign in with their email to see visits, approve quotes and pay.4 steps · about 1 min

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💰 Money, reports & taxWhat you really made, and your sales-tax report.3 steps · about 1 min

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📦 InventoryParts and materials, counted for you.3 steps · about 1 min

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👷 Team & dispatchAssign jobs to technicians; their phone buzzes straight away.3 steps · about 1 min

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💳 Plans & billingYour free trial, plans, limits and how to upgrade.4 steps · about 1 min