Completing a job and what happens next

Finishing the work is only half of it. The job detail page is where the visit turns into money and into the next conversation with the customer, and there's more on it than most people find.

1. Find the job

Open the customer, then the Jobs tab.

2. Open it

Each row shows the service, date, status and value, for example "Exterior Window Cleaning, Aug 18 2026, Scheduled, $189.00". Click it.

The job detail page

Everything about this visit in one place, with a long list of actions down the side.

3. Photos

Add photos attaches before and after shots to the job. Do this every time on anything that could be disputed. A photo of a clean window is worth more than any amount of arguing three weeks later, and it feeds quality checks.

Add a note and Record voice memo work the same way, for anything the office should know.

Getting paid

Three routes off the same page:

• Create Invoice bills them properly. The total already includes tax, so a $189 job with a 6.25% rate reads $200.81.
• Send invoice emails it straight out.
• Create payment link gives you a URL you can text, which is the fastest way to get paid before you leave the driveway.
• Record logs a payment you took in cash or by card on site, with the amount pre-filled.

Keeping the customer

• Send Review Request asks for the review while the work is fresh. Same day is worth several times a week later.
• Schedule Callback books the follow-up visit now.
• Make this job recurring turns a one-off into a repeating service, which is the single highest-value button on this page for a cleaning business.
• Create Subscription does the same thing as a billed plan.

The rest

Edit changes the details. View in Schedule jumps to it on the calendar. Add discount adjusts the price. Select salesperson and Select employees set who gets credit. Cancel Job kills it while keeping the record.

Tips and gotchas

• Photos before you leave. You cannot go back for them.
• Payment links beat invoices for speed. Text it while you're still on site.
• Ask for the review the same day. Response rates fall off a cliff after that.
• "Make this job recurring" is where the money is. A one-off customer is worth a fraction of a quarterly one.
• The total includes tax. $189 plus 6.25% shows as $200.81, so don't chase the difference.

Next up: Quality checks