Jobs, from first call to first invoice
A new Jobs object that captures everything a crew needs to show up and get paid — contact, address, start date, type, value, and scope — without spreadsheet gymnastics.
Most field-services teams don't lose money on the work itself. They lose it in the hour between "yeah, we can do that" and somebody actually showing up with the right materials. The note lives in a text thread. The address is on a sticky. The price was agreed verbally. Today we're shipping Jobs to close that gap.
Why a Job is its own thing
We debated for a while whether a job was really just a calendar event with extra fields, or a deal record with a start date. Neither model held up. A calendar event doesn't care who the customer is or what the work is worth. A deal record doesn't care about the street address or when the crew arrives. The job is the object that ties all of that together, and once we accepted that, the shape of the feature fell out quickly.
A Job now carries a contact, an address, a start date, a type, a value, and a description in a single record Create a Job. Those six fields aren't arbitrary — they're the minimum a dispatcher, a tech, and a bookkeeper each need to do their part without asking anyone else a question.
What it unlocks
Once jobs are first-class, the pipeline view stops being a status board and starts being a system of record. The same object that a salesperson creates from a phone call is the one a coordinator schedules, a crew executes against, and finance bills from. No re-keying, no "which spreadsheet is current," no reconciliation at month-end between the CRM and the invoicing tool.
It also gives us a foundation for the things customers have been asking for next: recurring jobs, multi-day jobs, crew assignment, and pulling line items straight onto an invoice. Each of those is a layer on top of the same record, not a parallel workflow.
What's next
Creating a job is step one. Over the next few releases we'll be wiring the Job record into scheduling, into the mobile crew view, and into invoicing — so the thing you typed in once on Monday morning is the same thing that gets paid on Friday. If you want the click-by-click on creating one today, the help-center article is paired with this post.