Upvoit Job Management System | From Scheduling to Invoicing

Описание: This video is a complete walkthrough of the Job module in Upvoit, created for existing Upvoit users who manage daily service operations, scheduling, technicians, and billing.

The Job module is the core of Upvoit — where work is scheduled, technicians are assigned, time and expenses are tracked, and invoices are generated.

In this video, you’ll learn how to:
• View and manage all jobs from the Job Overview screen
• Understand job statuses and invoice status at a glance
• Create one-off and recurring jobs
• Configure job numbers, titles, and job types
• Assign technicians or teams, including supervisor-based jobs
• Schedule jobs with flexible or fixed timing
• Set up recurring visits with custom rules
• Add products and services with different billing rules
• Use service templates to save time
• Assign line items to technicians and link them to payroll
• Track labor time with automatic overtime calculations
• Record job expenses with receipts
• Manage visits, checklists, and two-stage job completion
• Upload job notes, attachments, and before-after photos
• Generate invoices directly from jobs or visits
• View profit summaries including labor, expenses, and margins
• Track jobs from the Scheduler with a timeline view

This video is ideal for:
✔ Existing Upvoit customers
✔ Business owners and admins
✔ Dispatchers and operations managers
✔ Field service teams managing daily work

By using the Upvoit Job module, you can plan better, track work accurately, control costs, and deliver consistent service — all from one system.

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