Jobs

Your AI will match the customer and job type, then prefill what it can. Nothing is created until you review it.

The scheduled time, duration, assigned staff, customer, forms and workflow come from this job. Each occurrence becomes a normal job ahead of time.

Enter local date and time as DD/MM/YYYY HH:mm using 24-hour time.

Stripe sends this refund from the connected business account. A completed refund cannot be cancelled.

Available to refund: . Stripe refunds the application fee proportionally for a partial refund.

Internal notes are visible to your organisation, not to portal customers.

The file is stored in your organisation’s configured Microsoft 365 document library. Customer visibility only makes it eligible for a scoped portal view; it does not create an anonymous sharing link.

This sends from your Microsoft mailbox to the exact customer linked to the job. The job activity stores delivery metadata, not the message body.

You will get a grid straight away — add or rename columns from its header as you go.

The aerial is fetched from the address. Drag pins to place equipment; drag a cone's rim to aim it.

People pick from that list by name, and the two lists stay linked — so a form can narrow this one by whatever is chosen there.

This is the same customer record used by jobs, deals and your AI—not a separate Jobs contact.

Deal changes update the canonical CRM record used by Jobs and your AI.

Configuration changes stay governed through your AI. Ask it to check Work setup or handle any action shown here.

Amounts are entered before tax. Your organisation defaults supply currency, payment terms and provider mappings.