Jobs

What Is a Job?

A job is the core unit of work in Jeero. It represents a task your crew needs to complete at a specific location – a lawn mowing appointment, an HVAC repair call, a pool cleaning visit, or any other service your business provides. Every job tracks who the client is, where the work happens, how long it should take, and what stage it is in.

Creating a Job

To create a new job, click the New Job button from the dashboard or the Jobs page. Fill in the following details:

Job name – A short description of the work (e.g., “Weekly lawn maintenance”).
Client – Select an existing client or create one on the spot.
Property – Choose which of the client’s service locations this job is for. The property address is used for scheduling and route optimization.
Priority – Set to Normal, High, or VIP depending on urgency.
Estimated duration – How long you expect the job to take. This helps with scheduling and route planning.
Notes – Any additional instructions for the crew.
Line items – Add the services, parts, and other charges for the job. See Line Items below.

You can also mark a job as recurring while creating it, so Jeero generates future visits automatically. See Recurring Jobs below.

Tip: Setting an accurate estimated duration helps Jeero build better schedules and more efficient routes for your crews.

Job Statuses and Lifecycle

Every job moves through a clear lifecycle so you always know where things stand:

Unscheduled – The job has been created but not yet assigned to a crew or date.
Scheduled – The job is assigned to a crew and has a date on the calendar.
En Route – The crew is traveling to the job site.
In Progress – Work is actively underway.
Paused – Work has been temporarily paused (e.g., for a break or interruption). The crew can resume at any time.
Completed – The crew has finished the job.

A job can only move to Scheduled once it has a crew and a date assigned. To go from Scheduled to En Route or In Progress, the job must have a crew. If your company requires forms or photos before a job can start or finish, those must be completed first – see Required Forms and Photos below.

Status updates happen as crews work the job in the mobile app, or you can update them manually from the web dashboard.

Note: Running jobs in the field isn’t limited to dedicated field staff. Owners and managers can also be assigned a crew and run their own jobs – clocking in, heading out, and moving a job through En Route, In Progress, Paused, and Completed – right alongside crew leads. This is handy for owner-operators and small teams where the same person dispatches and does the work.

Note: Updating a job’s status and tracking time are separate. Marking a job as In Progress or Completed does not start or stop a timer – time tracking is recorded independently. See Timesheets for how crews log their hours.

Invoicing is tracked separately – see Invoices and Payments for details, and Creating an Invoice from a Job below.

Editing and Duplicating Jobs

You can edit a job at any time. Click into a job to update its details, reassign it to a different crew, or change the scheduled date. Once a job has been invoiced, its charges live on the invoice – edit those from the invoice itself (see Invoices and Payments).

Need to create a similar job? Use the Duplicate action to copy all the details into a new job. This is especially handy for one-off repeat visits that are not quite regular enough for a recurring schedule.

Setting Priority

Jeero supports three priority levels:

Normal – Standard jobs with no special urgency.
High – Jobs that should be completed sooner rather than later.
VIP – Top-priority jobs, typically for your most important clients or time-sensitive work.

Priority is visible on the dashboard, the schedule calendar, and crew mobile screens so nothing urgent gets overlooked.

The “Needs Attention” Dashboard

The dashboard includes a Needs Attention section that surfaces jobs requiring action. This includes unassigned jobs that have not been scheduled yet, overdue jobs, and jobs missing key information like a property address. Check this section daily to make sure nothing falls through the cracks.

Tip: Make it a habit to clear the Needs Attention list at the start of each day. A clean list means every job is assigned, scheduled, and ready to go.

Recurring Jobs

For clients on a regular service schedule, set up a recurring job instead of creating individual jobs each time. Choose the frequency – daily, weekly, biweekly, or monthly – and Jeero will automatically generate upcoming jobs on your schedule. For weekly schedules, you can pick which specific days of the week the visit should fall on. Jobs are generated two months ahead, so you always have visibility into upcoming work and can plan crew capacity in advance.

You can also set how the series ends:

No end date – Keep generating visits indefinitely.
End on a specific date – Stop generating visits after a chosen date.
After a number of visits – Stop once a set number of occurrences have been created.

Each generated job copies the original’s details and line items. Recurring jobs save time and reduce the chance of forgetting a regular appointment. You can pause or cancel the series at any time, and edit individual occurrences without affecting the rest of the series – once you edit an occurrence, your changes are preserved.

Multi-Day Jobs

Some jobs span more than one day. When you schedule a job, you can add more than one date – use Add date in the job form to put a job on the calendar for several days. This keeps a single job (with one set of line items, photos, and notes) instead of forcing you to split a long job into separate records.

A multi-day job shows a small “N days” badge in the jobs list, and each scheduled day is labeled Day 1 of 3, Day 2 of 3, and so on. You can reschedule any individual day without disturbing the others.

Multi-day jobs are different from recurring jobs: a recurring job repeats the same work on a schedule, while a multi-day job is one piece of work that happens to take several days.

Line Items

Line items are the individual charges that make up a job – the services performed, parts used, and other costs. Each line item has a description, quantity, unit price, and an optional cost (what it cost your business), and can be marked taxable or not.

Line items fall into a few categories:

Service – Labor or services performed.
Part – Materials or products used on the job.
Expense – Other costs tied to the job.
Mileage – Travel-related charges.

The job detail page totals up your line items so you can see the job’s price, cost, and expected profit at a glance. When you turn a completed job into an invoice, its line items carry straight over, so you don’t have to re-enter anything.

Required Forms and Photos

You can require crews to complete certain steps before a job moves forward. These act as gates – the crew cannot start or finish the job until the requirement is met.

Forms – Attach a form to a job and set whether it must be filled out before the crew starts the job or before they finish it. If a required “before start” form is incomplete, the crew can’t mark the job as In Progress; if a required “before finish” form is incomplete, they can’t mark it Completed. You can attach forms from the job detail page (though it’s too late to add a “before start” form once work has begun).
Photos – Your company can require a before photo and/or an after photo on every job. When required, the crew must attach at least one before photo to start the job, and at least one after photo to finish it. These requirements are turned on in company settings.

This is useful for quality control, proof of work, and compliance – for example, requiring a checklist to be completed and an “after” photo before a job can be closed out.

Before and After Photos

Crews capture photos to document the job site before and after the work. Before photos can be added up until the crew starts the job; after photos can be added while the job is in progress, paused, or completed. You and your crews can view and manage these photos from the job detail page.

Location-Verified Photos

When your company turns on photo geofencing, Jeero checks where each photo was taken against the job’s location. On the job detail page, each photo shows when it was captured and one of the following:

A map pin – The photo was taken inside the expected area around the job site. You can open the location on a map or look up the address.
An outside the area warning – The photo was taken, but outside the expected radius of the job site. The photo is still saved; it’s simply flagged so you can review it.
A no location warning – The photo had no location information (for example, location services were off on the device).

These are soft warnings – they never block the crew from taking or uploading a photo. When a photo is flagged (outside the area or missing location), owners and managers can be notified so they can follow up. You control the geofence radius in company settings.

Tip: Photo geofencing helps confirm that “before” and “after” photos were genuinely taken on-site, without getting in the crew’s way when GPS is unreliable.

Creating an Invoice from a Job

When a job is done, you can turn it into an invoice in one step. From the job, choose to create an invoice and Jeero builds a draft invoice for the same client, carrying over the job’s line items so the charges are already filled in. You can review and adjust the invoice before sending it.

Depending on your client and company settings, invoices can also be generated automatically when a job is marked Completed. See Invoices and Payments for the full billing workflow.

Overage Tracking

When a completed job took longer than its estimated duration, Jeero automatically calculates the overage – the number of extra minutes beyond the estimate. This helps you spot underestimated jobs and improve future scheduling.

How It Works

When a job is marked as Completed, Jeero compares the actual working time (excluding pauses) against the estimated duration.
If the actual time exceeds the estimate, the overage is recorded on the job and displayed as a badge (e.g., “+15 min”) on the job detail page.
A background check runs periodically while jobs are in progress. If a job exceeds its estimate plus your company’s overage threshold (configurable in company settings), owners and managers receive a notification so they can take action – for example, sending additional crew or contacting the client.

Related: Jeero can also alert you about incomplete jobs – a job that should have wrapped up by now but is still open. Once a job runs past its expected finish time plus a grace period (set in company settings), owners and managers are notified so nothing on today’s schedule slips through unnoticed.

Dashboard Overage Stats

The dashboard includes an Overage Stats card that summarizes overage trends:

Overage jobs count – How many completed jobs went over their estimate.
Average overage – The average number of extra minutes across those jobs.
Overage rate – The percentage of completed jobs that exceeded their estimate.

A table of recent overage jobs is shown below the stats, with estimated vs. actual times and the overage amount for each.

Tip: If your overage rate is consistently high, consider reviewing your estimated durations. Accurate estimates lead to better scheduling and happier clients.

Job Notes

Crew leads can add notes to jobs directly from the field. Job notes are useful for communicating on-site observations, client requests, or issues that the office team should know about – without needing to call or text.

When a crew lead adds a note, owners and managers receive a notification so important information is never missed. Notes are timestamped and attached to the job record. The author can edit or remove their own notes, and edited notes are marked as such so everyone can see when something changed.

Common uses for job notes:

Reporting a hazard or property damage discovered on-site.
Noting a special client request for the next visit.
Flagging that additional materials or a follow-up visit are needed.
Recording conditions or measurements for reference.

Tip: Encourage crew leads to add notes for anything unusual. A quick note in the moment saves a longer conversation later.