Managing jobs

A job in BizzyDay is a piece of confirmed work. Tracking jobs keeps your schedule, your money and your paperwork joined up — a job on your calendar becomes an invoice becomes a payment, without you re-typing anything.

The My Jobs screen — add jobs directly or from a quote, track their status, and capture signatures.

What a job holds

• The customer and address.
• When it’s happening (which blocks out your calendar).
• What the work is and what you’re charging.
• Its own J-prefixed reference number and status badges (e.g. Upcoming, Signed).

Creating a job

You don’t have to start from a quote. Use + New Job to create one directly for work that’s been verbally agreed — call-outs, repairs, repeat work, emergencies, or any job you’ve agreed with the customer.

1. Tap + New Job.
2. Enter the customer, address and dates.
3. Add the work and price — or link it to an accepted quote if it came from one.
4. Save — it appears on your calendar and marks that time as busy.

Getting a job signed

Use Sign for Job to capture the customer’s signature — confirming the work or signing off completion. Signed jobs show a Signed badge, and you can reopen the signature any time with View Signature.

From quote to job to invoice

BizzyDay is designed so work flows through it:

1. You send a quote.
2. The customer accepts (and maybe signs).
3. It becomes a job on your calendar.
4. When it’s done, you raise an invoice.
5. The payment shows up in your finances.

Because each step carries the details forward, you’re not re-entering the same information four times.

Staying on top of the schedule

• Jobs automatically mark your calendar busy, so your public availability stays accurate.
• If a new job would clash with an existing one, BizzyDay warns you — see Conflict detection.
• Planning several jobs in a day? Let the route optimiser order them sensibly.

Tip

Raise the invoice as soon as the job’s done — while you’re still on site if you can. The sooner it goes out, the sooner you’re paid.