How to Make Sure No Jobs Fall Through The Cracks

New Contributor II

A lot of customers in our pioneering trades run a higher volume of jobs than a traditional HVAC or plumbing customer. Because of this, it can be difficult to ensure that every job is properly handled. With dozens to hundreds of jobs happening every day, you need a way to confirm that no jobs are left in an "scheduled" status or "in progress" status in the past.

This short video walks you through how to build a report to make sure you properly manage your jobs and do not lose out on revenue: Incomplete Jobs Report 


Things to keep in mind: Invoices that have a job that are "scheduled" or "in progress" do not show up in AR management. This means you could do the work for a customer, have a balance due, and never collect on that invoice if the tech forgot to complete the job.