Jobs and the schedule
The pipeline, what each status means, and everything that hangs off a job.
A job is the unit of work everything else attaches to — the quote, the invoice, the photos, the hours, the costs. The board is the same work seen as columns; the schedule is the same work seen as a diary.
The statuses
Seven columns, and they mean what they say. Drag a card between them, or change the status inside the job.
- New — came in, nobody has done anything with it yet.
- Quoted — a price has gone out and you are waiting.
- Scheduled — it has a date. This is the one that blocks the slot in your diary.
- In progress — someone is on it. Clocking on puts a job here by itself.
- Complete — work finished. This is what triggers the review request.
- Invoiced — the bill has gone out.
- Paid — done.
What lives on a job
- Photos, tagged before or after.
- Checklists — your own templates, ticked off on site, and a completion certificate PDF at the end with who ticked what and when.
- Forms — test sheets, safety records, compliance records, with real field types rather than a text box.
- Files — plans, certificates, whatever the job came with.
- Time — clock on and off, per person.
- Costs — materials and expenses booked against this job.
- A timeline of everything that has happened, including who did it.
The schedule
Week or month. Drag a job to a different day to move it, and set how long it will take so the diary blocks the right amount of time — which is what the AI reads when it offers a customer a slot.
Work that repeats
A job that comes round again — a quarterly service, a monthly clean — can be set to repeat every so many weeks. Mist creates the next one a week ahead, on the right date, assigned to the right person.