HelpJobs and scheduling
Job statuses, and what completing a job does
A job is scheduled, in progress, complete, or cancelled. Complete is the one that does something: it's what turns the job into an invoice.
The four states
Scheduled: on the calendar, not started.
In progress: you're there, working.
Complete: the work is done.
Cancelled: it isn't happening. A cancelled job stays on the record but doesn't get billed.
What 'complete' sets off
Marking a job complete builds the invoice from the job. Whether that invoice sits as a draft or goes to the customer depends on your setting in Settings → Pricing & invoicing. New accounts start on drafts.
If the customer has no email address, Fieldsmith leaves you a draft either way rather than creating a bill it can't deliver.
If the job repeats, completing it also puts the next one on the calendar.
It won't double-bill
A job that already has an invoice won't get another one, so marking something complete twice is harmless.
Related
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