Guide
Urgent work
Emergency dispatch
First-to-accept dispatch for urgent call-outs: broadcast to nearby available crew, an eligible acceptance fills an open slot and assigns the worker. Eligible unpriced, unbilled jobs can use do-and-charge.
Stage
Decision
Office ↔ field hand-off
Optional / branch
Finished
Office
Urgent job raised
Office
Find nearby crew
opted-in pins
Hand-off
Broadcast ping
Field
First to accept?
Field
Assigned + on the way
Field
Do & charge on site
no quote up front
Office
Bill labour & materials
If nobody accepts in time
Office
Widen radius / re-ping
Office
Assign manually
An offer closes when its available slots are filled. Eligible unpriced, unbilled emergency jobs can use do-and-charge; existing priced or billed jobs retain their billing. Log labour and materials as work proceeds.
Other workflows
Quote to paid job
The canonical path a job travels: quote the work, win it, take the deposit, do the job, invoice, and get paid — where complete means paid in full.
Variations: fold vs linked
Extra or changed work is handled one of two ways, decided by whether the original quote/invoice is still open.
Timesheet week to pay run
How a week of field time becomes a synced pay run: clock time, geofence suggestions, gap-fill, submit, approve, lock and export.
Recurring / maintenance contract
A service agreement auto-schedules visits on its recurrence, each visit runs like a job, and billing follows the agreement's mode (per visit, per period, or a pre-paid block).