Service Jobs Overview
Use this page to get your bearings in Service Jobs: where things are and the steps a job goes through.
At a glance
- A service job is a work order: a repair, a lawn cut, an install. It holds the customer, the labour and parts, who does the work and when, notes, photos and payments.
- Open Service Jobs in the main menu. Tabs across the top take you to Jobs, Schedule, Quotes, Recurring, Categories, Templates and My Jobs.
- Each job moves through the same steps: Draft → Approved → Scheduled → In Progress → Completed → Invoiced → Paid. The job page shows one button for the next step.
- The jobs list shows Open Jobs, Scheduled Today, Needs Invoicing and Overdue at the top, and lets you search and filter.
- Service jobs appear once they are switched on for your store.
Start here: Creating and Running a Job · Quotes · Invoicing and Getting Paid · Schedule and My Jobs
More detail: turning service jobs on
Service jobs are work orders for work you do for a customer — a furnace repair, a lawn cut, a bike tune-up, an install on site. Each job holds the customer and address, the labour and parts you're charging for, who is doing the work, when, notes and photos, and the payments you've received.
Service jobs appear once they are switched on for your store. If your store has the Storefront page, its Features list has a Service Jobs switch ("Work orders and job tracking"); otherwise ask Brother POS support. When it's on, admins and managers see Service Jobs in the main menu.
More detail: the service jobs pages
The Service Jobs Pages
Service Jobs in the main menu opens the jobs list. A row of tabs across the top of every service page takes you to the rest:
| Tab | What it's for |
|---|---|
| Jobs | Every job, with search and filters. |
| Schedule | A week calendar of booked jobs. See Schedule and My Jobs. |
| Quotes | Estimates you send customers before the work. See Quotes and Customer Approval. |
| Recurring | Jobs that repeat on a schedule. See Recurring Jobs. |
| Categories | Your kinds of work, with colours. See Categories and Templates. |
| Templates | Your standard services and prices. |
| My Jobs | The jobs assigned to you, laid out for a phone. Staff who aren't managers get it in the main menu once they're assigned a job. |
More detail: the jobs list, filters and bulk actions
The Jobs List
The page is titled Service Jobs — "Manage work orders and field jobs".
The four numbers
| Card | What it counts |
|---|---|
| Open Jobs | Jobs that are Draft, Approved, Scheduled or In Progress. |
| Scheduled Today | Jobs with a scheduled start time today. |
| Needs Invoicing | Jobs that are Completed but not yet marked invoiced. |
| Overdue | Jobs whose scheduled end time has passed but that aren't completed, invoiced, paid or cancelled. |
The same four numbers, plus Revenue (30d) from jobs paid in the last 30 days, appear in a Service Jobs panel on your admin home page.
Search and filters
- Search — a job number, part of the title, or the customer's name.
- Status, Priority and Category — narrow the list to one of each.
Click Filter to apply. The list shows 25 jobs per page, newest first.
The columns
Job # (click it to open the job), Title, Customer, Category (only shown when at least one job on the page has one), Assigned, Scheduled, Priority, Status and Total.
Bulk actions
Tick the boxes beside jobs (or the box in the header to tick them all) and a bar appears with "[n] selected" and two choices:
- Mark as Invoiced — marks the ticked jobs invoiced. Only jobs that are Completed are changed; the rest are skipped.
- Cancel Jobs — cancels the ticked jobs that are still open (Draft, Approved, Scheduled or In Progress), skipping the rest.
Click Apply and confirm. The message tells you how many jobs were changed.
More detail: how a job moves along, step by step
How a Job Moves Along
Every job goes through the same steps. Each step is one button in the Actions panel on the job's page, and the panel shows only the next step.
| Status | How it gets here | Next button |
|---|---|---|
| Draft | A job you have just created. | Approve Job |
| Approved | Approved by you, converted from an accepted quote, or created by a recurring schedule. | Schedule Job |
| Scheduled | Given a start time — with Schedule Job, or by typing a start time on the job form. | Start Job |
| In Progress | Work has started. The actual start time is recorded. | Complete Job |
| Completed | The work is done. The actual finish time is recorded. | Mark as Invoiced |
| Invoiced | You've billed the customer. | Record Payment |
| Paid | Payments cover the full total. | — |
| Cancelled | Cancelled while the work was still open. | — |
Cancel Job is on jobs that are Draft, Approved, Scheduled or In Progress. Completed, invoiced and paid jobs can't be cancelled. Cancelling can't be undone.
For example: a customer calls about a leaking tap. You create the job (Draft), approve it, book it for Tuesday at 9 AM (Scheduled), your plumber starts it on site (In Progress) and finishes it (Completed). You send the bill (Invoiced), and when the customer pays, you record it (Paid).