Guide / The core workflow

The core workflow: quote → job → paid

Almost everything in Jobdeck hangs off one path. Learn this and the rest of the dashboard falls into place.

1. Enquiry comes in. A lead fills in your public "request a quote" form (or you just add them yourself). It lands in Messages → Enquiries; one click turns it into a customer.
2. Quote it. On Quotes, hit New quote, add line items — or pull them straight from your Price book — and Send. Your customer gets a link they can accept with their name as a signature. You can offer Good / Better / Best options instead of one flat price.
3. Quote accepted → job created. When a customer accepts (or you mark it accepted yourself), Jobdeck automatically raises a Job. Give it a date and assign crew from Schedule.
4. Do the work. Your crew run the job from the phone app — site diaries, photos, checklists, safety sign-ons. You watch progress from Today and the job's own screen.
5. Track the costs. Materials, supplier bills and labour land against the job on its Costs tab, so you can see the real profit on the job costs report.
6. Invoice it. Raise an invoice from the job, from Invoices, or do a whole batch at once from the Billing run tab. Send it, and your customer can pay by bank transfer, PayID, or a card link if you've connected Stripe or Square.
7. Get paid. Chase anything outstanding from Invoices → Receivables (aged oldest-first, one-click reminders). Mark it paid, and it flows straight into your reports.

For the quick-reference version of this — "how do I schedule a job", "how do I chase an overdue invoice" — see Everyday tasks, quickly.