Work the job queue
Open Service Jobs to review requests by status, date, customer, or assignee. Select a job to see the customer, service need, location, appointment, notes, communication, and next action.
Keep status grounded
Move the job when the real milestone happens: scheduled, assigned, in progress, completed, canceled, or another supported state. Confirm appointment changes with the customer through an appropriate channel.
Use notes for operational facts and tasks for owned follow-up. If a contact has several jobs, keep each service event distinct while preserving the shared customer record.