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.
  • View and update job status on the detail page.
  • Link jobs to customers, estimates, and invoices.

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. Choose job type, priority, and service address.
  4. Use Schedule to pick date, time, and primary technician.
  5. Enter description and optional quoted price.
  6. Expand More for on-site notes, access instructions, and special requirements.
  7. 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