Garage Door OS Docs
Jobs & Scheduling

Jobs List & Detail

Create jobs, track status, assign technicians, and view job history.
6 min read

Jobs List & Detail

Create and track field jobs, assign technicians, and drill into job history from the list or a customer record.

Overview

Jobs (/jobs) is the operational center for scheduled work. Create jobs from the list, customer detail, estimates, or /jobs/new. Each job has a detail page at /jobs/:id with status, scheduling, notes, and related billing.

How to access

AreaMenu pathRoute
Job listJobs/jobs
New job (full page)New Job on list/jobs/new
Job detailClick a row/jobs/:id
Board viewList view toggle/jobs/board
CalendarJobs calendar/jobs/calendar
Requires jobs:view (and create/update/delete for mutating actions).

What you can do today

  • Search, filter, and sort the job list; switch to Board or Calendar views.
  • Open New Job — renders the new job modal as a full page at /jobs/new.
  • Prefill new jobs via query params (customerId, estimateId, scheduledDate, assignedTechnicianId, etc.).
  • Assign primary and additional technicians, vehicles, and schedule date/time.
  • Set job type, priority, source, recurring options, and on-site notes.
  • Send notification to customer checkbox on create and edit—default checked/unchecked per Send to Customer (Default).
  • View and update job status on the detail page.
  • Link jobs to customers, estimates, and invoices.
  • AI Assistant on New Job — describe the issue with @mentions; auto-fill service type, priority, duration, quoted price, and technician (see AI Draft Assistants).

Prerequisites

  • Active customers for customer-linked jobs.
  • Technicians configured under team/users settings for assignment.
  • Optional: approved estimate to prefill job context via estimateId on /jobs/new.

Step-by-step

Create a job from the list

  1. Go to Jobs → click New Job (/jobs/new).
  2. Search and select a customer (or arrive with ?customerId= prefilled).
  3. Search and select a customer (or arrive with ?customerId= prefilled).
  4. Describe the issue in the @mention field; review AI Assistant suggestions for service type, priority, duration, and quoted price.
  5. Choose job type, priority, and service address (or accept AI suggestions).
  6. Use Schedule to pick date, time, and primary technician.
  7. Enter optional quoted price and expand More for on-site notes.
  8. Leave Send notification to customer checked to email/text the customer on create, or uncheck to save without notifying (see Send to Customer (Default) to change the business default).
  9. Submit — you land on /jobs/:id (or your returnUrl if provided).

Create a job from a customer

  1. Open /customers/:id.
  2. Click New Job.
  3. Complete the same modal flow with the customer locked in.

Work a job to completion

  1. Open /jobs/:id.
  2. Update status as work progresses (Draft → Scheduled → In Progress → Completed).
  3. Add notes, photos, and related invoices/estimates from the detail page actions.

Current limitations

New job modal — partial / preview areas
  • Quoted price shows an AI · from price book · soon hint; manual entry works, but AI price-book suggestion is not live.
  • Change customer button in the locked-customer header is disabled when opened from a customer context.
  • List-level AI Insights preview on Jobs requires OpenAI configuration (same pattern as Customers).
Other list actions labeled COMING SOON in related modules do not block core job create/edit.

Roadmap

  • AI-assisted quoted price from price book on new job.
  • Deeper job list AI suggestions when OpenAI is connected.

Related features