Keep the whole job together.
Keep every visit, note, photo, and charge with the job. See what is done and what still needs work.
A typical raccoon job
Eight days of work, one job record.
An example of how a multi-visit job stays together instead of turning into five separate tickets.
Day 1
Inspection and trap set
Photos of the entry point, the trap and camera placed and linked to the job.
Days 2–5
Daily trap checks
Each check is its own visit with its own result, while the job stays open.
Day 6
Pickup
The animal is removed and the equipment comes back off the property.
Day 8
Exclusion crew
A two-person crew seals the entry, working from the scope the homeowner bought.
Open the job
What lives on the job.
Visits
Each with its own instructions, schedule, technician and completion record.
Crew
Add crew members when the work needs more than one person.
Equipment
The cameras and traps on site, and the work phase the job is in.
Proof of the work
Notes, photos, reports and private files kept with the job.
Real screens
Walk through a job page.
Tap the highlighted spot, or use Next.Step 1 of 3
Nothing slips
The work and the money, side by side.
A finished visit is not proof the whole job is done. The job shows what is still open.
- Review the job’s quotes, invoices, collected payments, and balance.
- Keep follow-up quote needs visible after a service-start visit.
- Follow the customer journey without treating a finished visit as proof that every part of the job is complete.
Part of Customers & Jobs
Every visit, quote and bill points back here.
Scheduling, dispatch, the field app and billing all work from the same job.
Comes in from
Calls & messages
Every call, text, email, and chat is filed on the customer it belongs to.
Comes in from
Leads & booking
A web form, online booking, or new caller becomes a customer record without retyping.
What happens here
Job Management
- 1Multi-visit jobs & crew work
- 2Work phase, equipment & evidence
- 3Quotes, invoices & follow-through
Same customer, same job, same record.