Core money flow

Quote to paid job

The canonical path a job travels: quote the work, win it, take the deposit, do the job and mark the work complete, invoice, and get paid. Work complete and paid are separate: finishing the work never waits on the money.

Stage Decision Office ↔ field hand-off Optional / branch Finished

Office Quote drafted scope + priced lines

Customer Sent to customer

Customer Accepted?

Office Deposit + invoice if a deposit is set

Office Scheduled

Hand-off Hand off to crew

Field On site / in progress

Field Work complete tasks + required paperwork done

Office Balance invoiced before or after work complete

Office Paid in full

If the customer declines

Customer Declined

Office Follow up or revise

The Job view's "How this works" strip highlights exactly where the open job sits on this path.

Other workflows

Variations: fold vs linked Extra or changed work is handled one of two ways, decided by whether the original quote/invoice is still open. Timesheet week to pay run How a week of field time becomes a synced pay run: clock time, geofence suggestions, gap-fill, submit, approve, lock and export. Recurring / maintenance contract A service agreement auto-schedules visits on its recurrence, each visit runs like a job, and billing follows the agreement's mode (per visit, per period, or a pre-paid block). Emergency dispatch First-to-accept dispatch for urgent call-outs: broadcast to nearby available crew, an eligible acceptance fills an open slot and assigns the worker. Eligible unpriced, unbilled jobs can use do-and-charge.