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.
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.
Rough runtime
2:23
Scenes
4
Lesson
8.3 · Orders & invoices
File name
08-03 finish-the-job-paid.mp4
Before you record
- A job in Invoiced with the Paid automation on.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Finish the job: In production and Paid | /board | Title card, then the first screen of the lesson. | The last two stages are yours to drag. Here is when and why. |
| 1 | 0:2054s | In production | /board | On the board drag the job to "In production", or click the stage on the job page stepper. | Crew on the roof? Drag to In production. If you switched on the automation, the homeowner gets a heads-up text. |
| 2 | 1:1454s | Paid | /board | When payment clears, drag the job to "Paid". | Cheque cleared? Drag to Paid. The homeowner gets your thank-you and review request, and the job retires from the active count. |
| 3 | 2:0815s | Recap & next lesson | /board | Hold on the finished result, then the end card. | Job complete. Next: reading the dashboard. |
Narration, in order
0. Intro: Finish the job: In production and Paid
0:00 · 20sTitle card, then the first screen of the lesson.
The last two stages are yours to drag. Here is when and why.
1. In production
0:20 · 54sOn the board drag the job to "In production", or click the stage on the job page stepper.
Crew on the roof? Drag to In production. If you switched on the automation, the homeowner gets a heads-up text.
Show before cutting: Toast "<Customer> moved to In production". If the automation is on, the homeowner receives the Install underway text.
2. Paid
1:14 · 54sWhen payment clears, drag the job to "Paid".
Cheque cleared? Drag to Paid. The homeowner gets your thank-you and review request, and the job retires from the active count.
Show before cutting: 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).
3. Recap & next lesson
2:08 · 15sHold on the finished result, then the end card.
Job complete. Next: reading the dashboard.
Related lessons
The job board: stages, cards and drag-and-drop
Read a board card at a glance, move jobs between stages by dragging or with the menu, search, show lost jobs and understand which moves happen automatically.
Jobs & customersBeginner10 min
Automations: automatic emails and texts to homeowners
Switch on the messages the app sends by itself for appointments and stage changes, set the company time zone, and understand the rules that keep homeowners from being spammed.
Calendar & homeowner messagingIntermediate8 min
Dashboard: revenue and quote summary
Read Total Revenue (Won), the Quote Summary counts and percentages, the Open Projects list, and change the date range.
Orders & invoicesBeginner4 min
Finished this lesson?