Articles tagged jobs
Suprata generates an AI summary at the top of account and job pages so you can pick up context in seconds instead of minutes. How to get the most out of them.
Closing a job creates the invoice, locks the attachments, and ends the record for that visit. Recalls — the return-visit problem — should almost always be a new job rather than a reopened one. Here's the rulebook.
A job (also called a work order) is the central unit of work in Suprata. Here's the typical flow for creating one, plus the judgment calls that make the difference between a job that runs cleanly and one you'll be untang...
Every step of the guided Flat Glass job: openings and measuring, the piece builder, quote options, who pays, approval and the deposit, where the glass comes from, the shop, scheduling, the install, remakes, and the final...
Industry forms — HVAC evals, marine boat info, IT equipment lists, chimney inspections — auto-attach to jobs based on the job type. Here's the rulebook for what binds when, and how to fix mismatches.
Field photos and customer signatures are the strongest defense against billing disputes and warranty disagreements. Here's how to capture them, where they live, and who can see them.
Job statuses aren't just labels — moving between them sends notifications, creates invoices, and updates the dispatch board. Knowing what each move triggers prevents the most common 'why did that happen?' moments.
Three concepts that all involve calendar dates and customers but model very different things. Knowing which one to use makes scheduling, reporting, and dispatch all click into place.
Decide as you write a job note whether the customer sees it, text or email it on the spot, and let the shared notes build a Work Recap the customer can open, print, or get as page 2 of their invoice.
How the schedule on an agreement turns into actual jobs and invoices on a cadence — including how to skip dates, what triggers auto-creation, and how to read the queue.
What happens at each step of the guided Auto Glass job — vehicle, NAGS estimate, who pays, approval, parts, scheduling, the install checklist, invoices and payment — and the judgment calls at each one.
Job types are the central switchboard that decides which industry forms attach, which workflow runs, and how a job is reported on. Get them right early — they're tedious to refactor later.
How a job becomes an invoice becomes a synced QuickBooks transaction: industry forms attach automatically, time and parts roll up to a draft invoice, and tax categories drive every line's allocation.
The printable work order PDF is the paper-friendly view of a job. Here's when it earns its place — paper-loving customers, vehicle copies, multi-tech walk-throughs — and how to use it without falling into a paper-shuffle...