Operations
Jobs Module
jobs work orders activities checklists
Jobs Module
Jobs are the core of your operation.
Every visit your team performs begins with a Job and ends in a billing or payroll record.
1. Job Structure
A job includes:
- Customer
- Property
- Services & activities
- Duration
- Priority
- Assigned employees
- Checklist
- Files / photos
- Internal notes
- Customer notes
- Price
- Tax configuration
- Travel distance
2. Activities & Pricing
Activities define:
- What service is being performed
- Unit cost
- Quantity
- Tax
- Category
You can:
- Add activities
- Edit amounts
- Add materials
- Include custom charges
3. Job Photos & Files
Employees upload:
- Before / after photos
- Damage reports
- Notes
- Receipts
Files appear in:
- Job panel
- Invoice PDF
- Customer portal
4. Checklists
Checklists ensure consistency.
If required items are not completed, the job cannot be finished.
Types:
- Mandatory photos
- Step-by-step tasks
- Notes fields
5. Job Status
Statuses flow automatically:
- Scheduled
- On the way
- In progress
- Finished
6. Integration with Billing
Once a job is marked “Finished”:
- Invoice is created (automatic or manual)
- Customer receives SMS/email link
- Fees are calculated (optional)
- Payment methods are shown based on settings
Statuses flow automatically:
- Unsent
- Sent
- To check
- Pay
7. Integration with Payroll
When employees complete work, DOP stores:
- Work hours
- Start/End timestamps
- Drive time
- Distance
- Tips
- Gas compensation
- Overtime
This flows directly into Payroll.
Next Steps
- Create your first job
- Use smart dispatching
- Send an invoice