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Jobs & the Dispatch Board

Reading the board, what moves automatically, return visits, and invoice drafts on service calls.

Reading the board: what every stage means Every job is a card moving through stages. Here's what each stage means and who moves it. What moves automatically on the board Booking creates the job, status changes fire the texts, and Done triggers the close-out. Return visits (jobs that need a second trip) Flag Needs Return Visit and your office is alerted — the job never gets lost. Invoice drafts on service calls When a tech goes on site, Escape drafts the service invoice — your office reviews and sends.