Job management: from the client's call to the invoice in one system
Book the job while the client is still on the phone. One-off or recurring, straight into staff scheduling, with a push notification to your staff. On site the visit is completed with photos and the client's signature – and completed visits flow into the invoice.
- New job on one screen: client, site, rhythm, people
- Recurring jobs every 1 to 8 weeks – no individual entries
- Visit completion with photos, note and client signature in the app
- Completed visits become invoice lines – one line per visit
In Jobilino, job management means a client job is not a note or a spreadsheet row but a series of visits in staff scheduling. Whoever takes the job sees it in the app, clocks in at the site and reports it done with proof. The office sees in the job list what is coming up, what is open and what can be invoiced. Job management is part of staff scheduling.
Where jobs get lost between the call and the invoice
In many service and cleaning businesses, jobs pass through four stations that do not talk to each other:
- The client calls and the job ends up on a sticky note or in an e-mail.
- Recurring jobs are re-entered week after week – until one is forgotten.
- Staff hear about the visit by phone call or messenger.
- The office only learns whether the visit was done when the client complains.
- At month end visits are missing from the invoice because nobody collected them.
How job management works
One screen to book, one list to steer, one sign-off on site – and all the data stays connected.
Book the job – while still on the phone. You pick the client or create them on the spot. Jobilino suggests the client's address as the site and remembers it for next time; another address becomes a new site. Add a title and notes, then choose: one-off or recurring – every one to eight weeks, ending never, on a date or after a number of visits.
Assign people – or later. You choose who takes the job and see their week next to the form with a preview of the new visits. A double booking is flagged before saving. If you do not know yet who will go, choose “Assign later” and the number of people needed – open slots then appear on the planning board. Optionally enter a price per visit that only finance can see.
Staff know straight away. After saving, the assigned people get a push notification and the site is unlocked for them so they can clock in there. The visits are ordinary staff-scheduling assignments – so absences, qualifications and client exclusions apply here too.
Complete the visit – with proof. On site the employee reports the visit done in the app: with a note, photos and, if wanted, the client's signature right on the screen. This produces a PDF proof of service in the client's language, and the office is notified that the visit is ready to invoice.
Job list and invoice. The job list shows, per client and site, the next visit, the rhythm, open slots and what is still to invoice – filtered by Active, Open visits, Ended and To invoice. Completed visits with a price become invoice lines in one click, one line per visit.
What job management brings day to day
No job gets lost
What is agreed on the phone is in the plan as a visit immediately – not on a note.
Recurring work plans itself
A job every two weeks is booked once and runs until you end it.
Proof instead of debate
Photos, time and the client's signature show that the service was delivered.
Faster to the invoice
Completed visits collect under “To invoice” and become invoice lines.
Staff know what to do
Push notification, job notes and site in the app – in the employee's own language.
One system instead of four
Jobs, staff scheduling, time tracking and invoicing work on the same data.
Five steps from call to invoice
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Book the job
Client, site, title, notes and rhythm on one screen – during the call.
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Assign people
Assign directly with a weekly preview or place it as an open slot in staff scheduling.
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Inform staff
Push notification to those assigned, site unlocked for clocking in.
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Complete on site
Report it done in the app – with a note, photos and the client's signature.
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Invoice
Take over completed, priced visits as invoice lines.
Features at a glance
New job on one screen
Pick or create the client, use the existing site or create a new one, add title and notes.
One-off or recurring
Rhythm every 1 to 8 weeks; ending never, on a date or after a number of visits.
Weekly preview when assigning
The chosen people's week beside the form; double bookings are flagged beforehand.
Assign later
Enter the number of people needed – open slots appear on the planning board.
Job list
Next visit, rhythm, open slots and “To invoice” per site – also as a tab on the client.
Visit completion in the app
Note, photos and the client's signature; PDF proof of service in the client's language.
Price per visit
Optional, visible to finance only – the basis for invoice lines.
Invoice lines from visits
Completed visits become invoice lines, one line per visit.
AI assistant Joby
Draft jobs from a sentence and find free slots per person – available as an add-on.
Connected to what you already use
Job management is not a separate island but part of staff scheduling:
Staff scheduling
Visits are assignments on the board – with every rule for absences, qualifications and client exclusions.
Time tracking
Assigned staff clock in at the site; hours land with the right client.
Clients
Lead or Active status, next visit and all jobs as a tab on the client.
Invoices
Completed, priced visits as lines on the invoice.
Who benefits from job management
Businesses whose work happens at the client's premises – regularly or on call:
Frequently asked questions about job management
How do new jobs get into the staff schedule?
Can I create recurring jobs?
How do staff document a completed job?
How do completed jobs get onto the invoice?
What does job management cost?
Does job management work in the app too?
See job management in action
In a short demo we book a recurring job together, complete a visit with photos and a signature and turn it into an invoice line.
Prefer to call right away? +43 664 5031382