Jobs
Plan visits, run the day, keep work moving
30 articles · part of Jobs and scheduling
- See what happened on a record and across the workspaceTo see who changed one job, estimate or invoice, open its Activity card. To see everything that happened across the workspace, open the activity feed from home.
- Add a visit to a jobPress Add visit on the job to put the work on the calendar. With Notify customer ticked, the customer gets a confirmation email.
- Add photos and files to a jobAdd photos and files in the job's Attachments box. Only your team sees them, never the customer.
- What can I do after a job is completed?On a completed job you can reopen it, send a follow-up or duplicate it. Reopening keeps the job's invoices.
- Cancel a jobYou can cancel any job that is not completed. Its open visits are canceled with it, its invoices are kept, and the customer is not emailed.
- Clock in and record the work on a visitTap Clock in on the visit when you arrive. It starts the visit and the job. You record the work on the job.
- Complete a jobPress Complete job on the job when the work is done. Completing unlocks invoicing, and you can reopen the job later.
- Create a jobTo start a job by hand, create a job from scratch. To start from a quote the customer approved, turn the estimate into a job.
- Create a job from scratchPress New job on the web Jobs page, or tap New job in the Zaras app. A scheduled job with Notify customer ticked emails the customer a confirmation.
- Delete a jobYou can delete a job while it is active and none of its visits has started. Deleting removes the job, its line items and its visits for good. To keep the record, cancel it.
- Duplicate a jobYou can duplicate a completed or canceled job to do the same work again. Estimates and invoices have no duplicate.
- Finish a jobWhen the work is done, complete the job. If it will not go ahead, cancel it, or delete it if no visit has started.
- Get a signature and complete the visitTap Signature on the visit, have the customer sign, then tap Clock out & complete. A completed visit can't be reopened, so check the work first.
- Get directions to a jobIn the Zaras app, tap the arrow button beside the job's address to open it in your maps app. On the web, press Open in Maps under the job's address.
- Record an expense on a jobRecord an expense on its job, with the amount and any receipts. Expenses never show on the customer's invoice.
- Restore a canceled jobYou can restore a canceled job to make it active again, with the visits canceled alongside it. To bring back a completed job, reopen it instead.
- Run a visit in the Zaras appA technician runs the visit from the Zaras app: open it from Home or Schedule, then follow the guide for each step. The office can start and complete visits on the web: Start and complete a visit.
- Schedule a visit on a jobTo put a job on the calendar, add a visit to it. Only visits appear there. To move one, reschedule it.
- Where do I see a job's cost and profit?A job's profit sits under the total on its Work & pricing card. It reads Estimated profit on the web and Profit in the app, with the margin beside it.
- See all recent activity in the workspaceOpen the activity feed from home to see every event across the workspace, newest first. It needs View reports, so technicians don't see it.
- See who changed a job, estimate or invoiceOpen the record and scroll to its Activity card. Zaras records every change to a job, estimate, invoice or contact, with who made it and when.
- Send a thank-you or review request after a jobOnce a job is completed, you can email the customer a thank-you or a review request. Zaras can also send these on its own, so check Customer notifications first to avoid emailing twice.
- Email the customer a job confirmationPress Send confirmation on the job to email the customer when you are coming. The job needs a scheduled visit first.
- Set up a recurring jobChoose Recurring under Job type when you create the job, then set how often it repeats. The start date anchors the series, so a recurring job can't be left unscheduled.
- Start and complete a visitOn the web, choose Start visit on the job's visit, then Complete visit when the work is done. Completing logs the hours, and a completed visit can't be reopened.
- Take a payment on a visitRecord the payment on the job's invoice: a visit is never invoiced on its own. Recording logs money you took. It charges no card.
- Tell the customer you're on the wayTap On my way on today's visit, pick your arrival time, and tap Send email. Zaras emails the customer from your business. It never sends a text.
- What does Needs attention mean on a job?Needs attention lists what is still open on a job, each with a button to fix it. It sits under the progress steps at the top.
- Why does my job say Needs invoice?A completed job with no invoice stays flagged until you invoice it or say none is needed. It shows Job completed but not invoiced, and the Needs invoice filter on the jobs list collects it.
- Does the Zaras app work offline on a visit?Yes. Most visit actions are saved on your phone without signal and sync when you reconnect, even if you close the app first.