📅Jobs & Scheduling

Jobs are the work you do for customers.

This section covers creating jobs, putting them on the schedule, moving them, and completing them.

Where jobs show up

• Jobs (list): every job — filter by status, cadence, service, crew (including No owner — see Crew ownership), or value; select many to bulk schedule.

• Calendar: plan stops by day, week, or month, crew by crew.

• Dispatch: the day-of command center — assign crews, optimize routes, message customers, complete stops.

The Jobs list shows service details, recurrence, price, crew assignment, and job actions.

Ways to create a job

• Estimate approved → the jobs are created automatically (the normal path). If you approve it yourself on the estimate page, a Schedule jobs button appears right there. See Approve for the customer.

• Customer profile → ⋯ → New job → build jobs directly from services, templates, or chemical programs — no estimate needed. You can create them immediately or send the scope for customer approval. See Create a job for an existing customer.

• Jobs page → New job → same composer, starting from a customer picker.

Ways to schedule (and move) work

• Jobs page — click Schedule on any unscheduled job, or select several and use Schedule selected.

• Customer profile — click ⋯ on an unscheduled job (in Current jobs or on the Jobs tab) and choose Schedule….

• Estimate page — right after you approve an estimate, click Schedule jobs.

• Calendar — schedule pending jobs from the Unscheduled drawer; drag stops between days/crews to move existing work.

• Dispatch — move work between crews and dates for a specific day.

Change prices

Need to raise prices across many customers at once — and notify everyone properly? On the Jobs page, click ⋯ → Change prices…. See Bulk price changes.

Complete a job

• Workers finish visits in the Worker app (Finish).

• Admins complete from Dispatch (Complete Stop) — not from the Jobs list.

Completing a visit is what triggers billing. By default Shortcut creates and sends an invoice right away. For customers on scheduled or offline billing, the completed work waits and is billed later, and work covered by an active prepay invoice gets no new invoice. See Billing modes and Mark a job complete.

Still stuck?

Email [e-mail] with the customer name and a screenshot of the job list.