• Service Requests: When someone fills form on our site, an entry gets added to service requests. Also, if someone calls us or emails, we can make an entry in Service Requests. Fill out all the key info.
• Confirmed Jobs: Most jobs need a proposal/invoice with a price. To move a job from Service Requests → Confirmed Jobs, we need to make a proposal/quotation in the Proposals table, and link it to this Job, and it needs to get approved by manager/resident. When we confirm job and price with customer, move it to confirmed job. Some jobs won’t have a price (ie. investigations). Those can move to confirmed jobs without an approved quotation.
• Schedule Jobs: When a confirmed job gets scheduled on the calendar and employees are added to it, move it to scheduled jobs
• Done & Needs Invoice: Once a schedule job finishes, move it to done and needs invoice. Create the invoice in the Invoices table, and link it to the job.
• Sent Invoice: Once invoice is made, email it to resident or manager, and then move the card to Sent Invoice. It stays in this column until we get paid. Keep emailing every few days to remind residents/managers that have not paid.
• Got Paid: Once we are paid, the job can stay here for a while. After a few weeks, we can move the job to Archived to hide it from this view