The Jobs module in BlueSuite lets you manage work from start to finish. You can track job progress, schedule appointments, log expenses, convert jobs to invoices, and monitor profitability. Jobs can also be linked to quotes and requests so everything stays connected.
To create a job:
Jobs are saved as drafts automatically. You can come back and update the details any time before marking the job as scheduled or in progress.
Every job has a status that reflects where it is in the workflow. You can update the status manually at any time using the status dropdown on the job detail page.
BlueSuite automatically records timestamps when a job moves through each status, so you always have a record of when things happened.
Each job includes a Products and Services section where you define the scope of work.
You can:
For full details, see the Products and Services Guide.
You can schedule one or more appointments for each job. Each appointment includes a date, time, duration, assigned team members, and location. Appointments show up on the calendar and can be marked as completed or cancelled as work progresses.
Visit the Scheduling Guide for full details on adding and managing appointments.
If you provide ongoing services to a customer, you can set a job type to Recurring when creating it. Recurring jobs let you automate appointment scheduling and invoice creation on a repeating basis.
When setting up a recurring job, you will configure:
For more details, see the Recurring Appointments, Jobs, and Invoices Guide.
Track costs associated with a job by logging expenses. This is useful for calculating profit margins and understanding where your money goes on each job.
To add an expense:
Expenses feed directly into the job analytics so you can see real-time profit and margin calculations.
Change orders let you formally track and approve scope changes on a job that is already in progress. Instead of editing line items directly, you create a change order that documents what changed, get approval if needed, and then merge the updates back into the job.
Change orders are an optional feature. To turn them on:
To create a change order, open a job and find the Change Orders section. Click the Change Order button. A new change order is created in Draft status and you are taken to the change order detail page.
On the change order page, you can:
The change order tracks what is different from the original job. New items, modified items, and deleted items are all highlighted so it is easy to see exactly what changed.
Only one active change order can exist on a job at a time. You need to merge or reject the current one before creating a new one.
If you need customer approval before proceeding, click Send to Customer on the change order page. You can send it three ways:
When sent, the change order status automatically updates from Draft to Sent.
Your customer receives a link to a page where they can review the change order details, see what line items were added, changed, or removed, and view the updated total.
To approve, the customer provides their signature (typed or drawn) and clicks Approve Change Order. They can also leave optional comments. Once approved, the change order is automatically merged into the job, and a signed PDF copy is generated and emailed to the customer.
If the customer rejects the change order, they must provide a reason. The status updates to Rejected and the job line items remain unchanged.
You do not always need customer approval. If you want to approve a change order yourself, click Approve and Merge on the change order page. This merges the updated line items directly into the job without sending anything to the customer.
Once work is complete, you can convert a job into an invoice. Click Convert in the top right corner of the job page and select To Invoice. This creates a draft invoice using the products and services from the job, and links the two together so you can always trace the invoice back to the original job.
A single job can have multiple invoices if needed. For recurring jobs, invoices can be automatically created on a schedule.
You can upload files and attach documents to any job. This is a good place to store contracts, photos, plans, or any other files your team needs to reference while working the job.
Each job has an internal comments section where your team can leave notes, ask questions, and tag other team members with @mentions. Comments are a great way to keep everyone on the same page without cluttering up the job details.
See the Comments Guide for more details.
If you need to track information that is not covered by the standard job fields, you can add custom fields to your jobs. Custom fields are configured at the workspace level and appear on every job.
See the Custom Fields Guide for setup instructions.
Each job includes a live analytics panel that helps you understand profitability and progress at a glance.
Financial metrics:
Appointment metrics:
These numbers update in real time as you log expenses, complete appointments, and collect payments.
The main Jobs page gives you an overview of all your jobs with quick stats across the top. You can see:
You can search jobs by name, contact, or property, and filter by status, contact, quote, or request. Sorting is available by status, name, contact, salesperson, total, or creation date.
Team members can log hours against a job using the timesheets feature. Time entries are tracked per user and feed into the job analytics, giving you revenue-per-hour calculations and employee time breakdowns.
See the Timesheets Guide for details on submitting and managing time entries.