Jobs and Scheduling

Job → Invoice → Payment walks the whole loop end to end. This one goes deep on the job side: creating a job in either mode, the job list and pipeline board, and everything that happens on the job detail page once work starts, status, assignment, clocking in, time entries, photos, and notes. Every widget below is the real Conduit screen, driven by a simulated Sullivan Electric account so every control actually works.

Create a job

Click + New Job from the top nav, the dashboard, or a customer’s detail page. Conduit first asks whether you want to start from an estimate; skip that to land straight on the job form. The form handles two flows on one screen: a toggle switches between Schedule for Future (booking work that hasn’t happened yet) and Log Completed Work (catching up on work already done), and the rest of the fields adapt to whichever you pick.

Job Type comes from a list your company edits in Company Setup; pick one below to see it, then compare against the editable list there. Billing Type (Flat Rate vs. Time & Material) controls how the eventual invoice’s labor lines are calculated. If you type a labor rate with none saved yet, Set as company default rate appears so every future job can start from it.

1. Skip the estimate-first prompt and go straight to the job form.
2. Leave the toggle on Schedule for Future.
3. Search for and select Priya Anand as the customer.
4. Choose a job type from the list.
5. Notice job types come from Company Setup, not a fixed list.
6. Switch Billing Type to Time & Material.
7. Type a labor rate and set it as the company default.
8. Click Create Job to save.
9. Assign a technician from the What's Next prompt that follows.
10. Flip the toggle to Log Completed Work instead.
11. Log a day worked with a date and hours.
12. Switch to editing an existing job and save a change.

Browse the job list and pipeline board

The Jobs page has two layouts. The default list groups jobs standalone vs. by project, with status filter chips across the top. The Pipeline (kanban) view groups every active job into one column per status; drag a card between columns, or use the mobile quick-action buttons on a narrow screen, to move it forward. Archive all clears an entire Completed column in one step, and archiving a single job hides it without deleting it.

1. Filter the list to a single status.
2. Switch to the Pipeline board.
3. Move a job forward a status.
4. Archive a job from the board.
5. Archive every completed job at once.
6. Switch back to the list view.

The job detail page: status, assignment, archive

The job detail page is the working surface for a single job. The status chip shows where it sits in Scheduled → Confirmed → En Route → In Progress → Completed (with On Hold and Cancelled / No Show as off-path terminal states); the transition buttons move it forward or sideways. An unassigned job shows an Assign banner with every technician one click away. Edit reopens the same form used to create the job. Archive hides a finished job from the active list without deleting it. A job linked to plans or a takeoff shows a Linked Plans / Takeoffs card with a quick link to each document.

1. Open the job detail page.
2. Move the job to its next status.
3. Notice the Edit link opens the same job form.
4. Assign a technician on the unassigned job.
5. Archive the job.
6. Notice linked plan documents on a job that has one.

Clocking in and logging time

The assigned technician clocks in and out live from the job page; Conduit silently discards a clock-out under one minute, treating it as a mis-tap rather than a real entry. Every entry (live or manual) shows up in Time Worked, where you can add, edit, or delete individual entries, or log several days at once from Log Hours Worked for after-the-fact catch-up.

1. Clock in, then clock out.
2. Notice sub-minute clock-outs are discarded automatically.
3. Add a manual time entry.
4. Edit a time entry's hours.
5. Delete a time entry.
6. Log several days at once.

Photos and notes

Photos attach directly to the job so the crew and the office share the same record; open any photo to attach a note. Notes and comments run as two separate threads on the same page: Job Notes stays internal, while Comments can be shown to the customer.

1. Upload a photo.
2. Attach a note to a photo.
3. Post an internal job note.
4. Post a comment on the customer-visible thread.

Deposits and invoices from the job

A job doesn’t have to wait for completion to collect money. Request Deposit opens a deposit invoice pre-filled with percent quick-fills pulled from the source bid. Once a job carries more than one invoice, for example a paid deposit plus the final work invoice, View Invoices opens the full list instead of trying to guess which one you meant.

1. Open the deposit request.
2. Use a percent quick-fill from the source bid.
3. Create the deposit invoice.
4. Open the invoice list on a job with more than one invoice.

Generating the final invoice from a completed job, and everything that happens to it after, is its own guide: Job → Invoice → Payment.