Jobs and service plans

Good to know: On my way uses your phone's location only if you allow your browser to share it. It's used once to work out the arrival time and isn't stored; when Google Maps is on, it goes to Google's routing for the drive time.

If your trade runs quick jobs, one visit priced and paid on the spot, you'll work in Jobs. This video covers its tabs, a new job, the job quote, signing, billing and service plans.

Who sees Jobs

Jobs shows for service and repair, exterior and recurring service trades. Other trades can turn it on in Settings, under Your trade. Open Production, then Jobs. All jobs lists each job with its address, status, next visit, tech, price and billing.

All jobs

Switch between Open, Done and All, or search. Click a job's status to move it along: On my way, Start the job, On hold, or Mark done. Click a row to open the job.

Today

Today shows the day's visits in a column per tech, with the time, client, price and billing. On a visit not started yet, click On my way: ECHOPS works out when you'll arrive and drafts a text to the client, sent from the business number. Jobs with no visit wait under To schedule.

Calendar, Gantt and Routes

Calendar lays out the week, for everyone or one tech. Gantt shows two weeks, a row per tech: drag a visit to another day or tech, or drag its right edge to change its length. Routes puts the day's visits in the route planner, to order the stops and send the driver the plan.

New job

Click New job. Pick the client or type a new one, then the address and what it's for. Leave Book the visit now ticked to set the day, time, length and tech, add notes for the tech, and click Make the job. New job quote asks who it's for, then opens the job on its quote.

The job page

The job page is made for the door. Across the top are On my way and Start the job, then Mark done. On the side are the client with Call, Text and Directions, a map of the job site, and the visits. Click Book a visit to add one, or Move to change one.

The job quote

In Job quote: good, better, best, pick items from your Price Book, with their photos. The first tier is Good. Click Add Better tier, then Best, to give the client a choice: each starts from the one before, so you only change what's different. Click Save, and Preview shows the PDF the client gets.

Signing

Under The client's OK, click Show the client and hand over the screen: they pick a tier and sign. Or click Send to the client to email the PDF and a link to choose and sign. You get a notice when they open it, sign or say no. A signed price is locked.

Billing

Work done? Click Bill the job to make one invoice from the option the client chose, with sales tax. If you take payments online, Take payment lets the client pay by card or bank on your screen, and Copy pay link gives you a link to text. Members bill jobs; owners and admins record payments.

Service plans

For visits that repeat, click New plan. Pick the client, name it, and add what each visit includes, from the Price Book or typed. Choose how often, the first visit, the time and who goes. Then pick the billing: each visit when it's done, or a set amount every month. Click Make the plan.

The plan page

ECHOPS places a plan's visits on the schedule about four weeks ahead, each as its own job. The plan's page lists its visits and its bills. Pause or End the plan cancels the visits nobody has started, signed or billed, and Change edits the plan.

Get the client's signature before the work starts, and bill the job before you leave the client's driveway. Next: Orders.