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

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /board, /projects/[projectId] · Guide last checked 2026-10-03

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Preconditions

A job in Invoiced with the Paid automation on.

Steps

1. In productionDo: On the board drag the job to "In production", or click the stage on the job page stepper.Expect: Toast "<Customer> moved to In production". If the automation is on, the homeowner receives the Install underway text.Actual:
2. PaidDo: When payment clears, drag the job to "Paid".Expect: 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).Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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