Scheduling and sales
Create sold jobs and hand them to production
Record a sale accurately without losing its customer or scheduling context.
Enter the sold work
Use the lead’s Jobs section. The job form includes Job #, Job ID, Sold Date, Production Start Date, Expected Days, Job Type, Total Sale Amount, and Notes. Jobs can also hold completion date, salesperson/commission, and installer/cost information.
- Open the customer lead and add a job.
- Enter the actual sold date and total sale amount.
- Choose the job type and enter your internal identifiers if used.
- Add scope and handoff notes without including payment card data.
- Assign the relevant sales and production people.
- Set production dates when agreed, then save and review the job.
Keep dates and amounts meaningful
Sold date is used for sales reporting; production start date is used for scheduling; completion date records finished work. These are different milestones. Expected Days is a planning duration and should not be used as proof the job is complete.
If one customer purchases multiple projects, create separate jobs under the same lead so costs and payment records can remain distinct.
Production handoff checklist
Before handing off, confirm the scope, required products/vendors, installer assignment, scheduled start, expected duration, and open customer commitments. Ensure production staff can find the lead files and notes. Add dated reminders for unresolved questions rather than relying on a buried note.
Keep going
Track job costs, commissions, installers, and payments
Record actual costs and customer payments so job totals can be reconciled.
Read guideUse production scheduling, milestones, and the Matrix
Coordinate installers and material readiness through completion.
Read guideCreate, assign, snooze, and complete reminders
Make the next action visible and owned instead of leaving it in notes.
Read guideBuild reports and reconcile your business numbers
Use the right record type, date range, filters, and costs before trusting totals.
Read guide