Your First Job
This guide walks you through creating, scheduling, and completing your first service job in Revofield.
Creating a Job
Click + New from the top navigation or go to Jobs → + New Job. The job wizard has 4 steps:
Step 1: Customer & Location
- Search for an existing customer by name, email, or company
- Or click New Client to create one on the spot
- Once selected, choose the Service Address from their saved locations
Step 2: Job Details
- Service Title — A short description (e.g., "Water Heater Replacement - Tankless Upgrade")
- Work Type — Repair, Maintenance, Inspection, or Emergency
- Priority — Low, Normal, High, or Emergency
- Tags — Categorize jobs for filtering and reporting (e.g., "plumbing", "warranty")
- Description — Visible to the customer in their portal
- Internal Notes — Private notes for technicians (gate codes, safety info, etc.)
Step 3: Schedule & Team
- Set the appointment date and time
- Set the estimated duration (in minutes)
- Assign a Lead Technician
- Optionally, check the Multi-Tech Team to add support specialists
- Revofield automatically checks for scheduling conflicts and warns you before double-booking
- Tip: Check Unscheduled / On-Hold to save the job without a date and assign it later
Step 4: Items & Pricing
- Add Services, Products, or Fees as line items
- Select from your Price Book or enter a custom description and price
- Choose Fixed Project Price or Hourly Billing Rate
- Discounts and tax rates are applied automatically based on your settings
- Click Finalize & Create when ready
The Job Lifecycle
Every job flows through these stages:
| Status | What it means |
|---|---|
| Draft | Job saved but not yet scheduled |
| Scheduled | Date, time, and technician assigned |
| Dispatched | Technician has been notified |
| En Route | Technician is on the way (customer receives ETA notification) |
| In Progress | Technician has checked in and started work |
| Completed | Work finished, technician checked out |
The status updates automatically as your technician progresses through the job on their mobile app.
Technician Workflow (Mobile App)
Once a job is dispatched, the assigned technician sees it in My Jobs. The workflow is:
- Tap En Route — Notifies the customer with an estimated arrival time
- Tap Check In — Marks the job as started and records the arrival time
- During the job, the tech can add notes, photos, and complete checklists
- Tap Check Out — Marks the job as complete and records the finish time
After check-out, you can create an invoice directly from the job and collect payment.
Quick Tips
- From estimate to job: If you've already sent a customer an estimate, you can convert it to a job with one click — all line items carry over automatically
- Recurring jobs: After creating a job, click Make Recurring to schedule it on a repeating basis (weekly, monthly, etc.)
- Cancel a job: Click Cancel Job from the job details page. Canceled jobs are kept for your records but won't appear in active views