My Roof CRM

Finish the job: In production and Paid

Use the two manual stages, let the Install underway and review-request automations fire, and understand how Paid affects the board and dashboard.

Beginner 4 minOffice & admin staff, Owner / manager· Last checked 2026-10-03

Video tutorial coming soon

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GuideScriptChecklist

In production and Paid are never set automatically. Drag the job to In production when the crew starts (the "Install underway" text can go out) and to Paid when the money arrives (the "Thank you + review request" email can go out). Paid jobs leave the active count.

By the end you can

  • Move to In production and Paid by hand
  • Know which automations fire
  • Understand what Paid means for totals

Screens used

Step by step

  1. In production/board

    On the board drag the job to "In production", or click the stage on the job page stepper.

    You should see: Toast "<Customer> moved to In production". If the automation is on, the homeowner receives the Install underway text.

  2. Paid/board

    When payment clears, drag the job to "Paid".

    You should see: The job leaves the "active jobs" count; the review-request email goes out if that automation is on. Dashboard revenue already counted it when the job was signed (WON).

    Record the amount received on the invoice as Deposit Paid so Balance Due reads zero.

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