Job #1234
Smith Residence - Split System Install
Track every job from quote to completion
Cooledge's job management system gives you complete visibility over every project. Link multiple quotes to a job, schedule work with bookings, add notes and attachments, and track progress through clear status stages.
- Link multiple quotes to one job (primary, variations, ad-hoc)
- Track job status: Quote Visit → Work Order → Completed
- Schedule work with bookings and staff assignments
- Add notes, photos, and documents to each job
- Complete visibility across web portal and mobile app
Job Lifecycle
Clear status stages that match how you actually work
Quote Visit
Job created from quote or manually. Site visit scheduled.
Work Order
Quote accepted. Ready to schedule installation or service work.
Completed
Work finished. Job closed, take payment on-site or online.
On Hold
Paused temporarily. Customer not ready or awaiting materials.
Key Features
Everything you need to manage jobs efficiently
Quote-to-Job Linking
Link multiple quotes to a single job. Track primary quotes, variations, and ad-hoc additions all in one place.
- One job can have many quotes
- Track quote relationships (Primary/Variation/Ad-hoc)
- See all quotes on job detail page
- Automatic job creation from accepted quotes
Booking & Scheduling
Schedule work with bookings. Assign staff, set dates and times, track progress from scheduled to completed.
- Create multiple bookings per job
- Assign multiple staff to bookings
- Track: Scheduled → In Progress → Done
- See all bookings in calendar view
Notes & Attachments
Keep all job information in one place. Add notes, upload photos, attach documents for your team.
- Add unlimited notes per job
- Upload photos from site
- Attach PDFs and documents
- Visible to whole team
Customer Information
Full customer details including sites, contacts, and project history all linked to the job.
- Customer name and contact details
- Site address with map integration
- Multiple contacts per customer
- View all customer jobs
How It Works
Simple workflow from quote to completion
Create or Link
Create a job manually or automatically link when a quote is accepted.
Status starts as "Quote Visit" for initial quotes.
Schedule Work
Change status to "Work Order" and create bookings. Assign staff and set dates.
Staff see bookings in calendar and mobile app.
Complete & Invoice
Mark bookings as done. Change job to "Completed". Create invoice from the job.
Invoice automatically uses job number for tracking.
Related Features
Job management works seamlessly with these features
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