Book a job and mark it done

A job in Boetbook is the unit of work: who it’s for, where, when, and what state it’s in. Here’s the whole life of one.

1. Open Jobs

Tap Jobs in the bottom bar (it is called Jobs & Tasks in the desktop sidebar). Open jobs come first, soonest at the top, with finished jobs below them. Each has a status badge.

2. Tap Add job

Give it a title that you’d recognise in a list, like “Blocked drain, kitchen”. Pick the client, and the address fills in from their default location.

3. Schedule it

Set a date and time. Jobs with a time show up under Upcoming jobs on your dashboard (at the top on a phone), so you don’t have to go looking: tap one to open it. On a phone, the Jobs Calendar shows a dot for each booked job; tap a day to list its jobs.

4. Open the job

Tap Create job. The job page is where everything about it lives: the client’s contact buttons, the address, notes, photos, and the status.

5. Mark it done

Tap the big green Mark as Completed button under the job’s title. That’s the thirty-second moment we built Boetbook around: finished the work, one tap, back in the van. (The status badge above it is still a dropdown if you need a different status.)

6. Send a thank-you

The moment a job moves to Completed and it has a client, a small sheet pops up: Job done. Send a thank-you? The message is already written, with the client’s first name, the job, your business name and, if you’ve saved a Google review link in Settings, a polite “if you were happy, a quick review helps a lot” line. Tap WhatsApp (or Email) and your own app opens with the message ready to send. One tap, and nothing goes out until you press send there. Tap Not now to skip it. WhatsApp or Email is greyed out if the client has no phone number or email, and the sheet doesn’t appear for jobs without a client.

On Professional and up you can write the message in your own words under Settings > Invoice design, using {client}, {job}, {business} and {link} (your review link) where the details should go. Keep it a thank-you: once a message promotes offers, the law needs an opt-out in it.

Each thank-you is noted on the job and in the client’s interactions, so you can see who you’ve already thanked.

What happens when a job is done

• If the job used stock from your inventory, the quantities are deducted automatically.
• The job moves out of the open list and into the client’s history.
• The button turns into Create invoice: tap it and the invoice starts with the job’s title as its first line, so you only fill in the price. See from quote to invoice.

Prefer a board? Use the Board view

Next to List at the top of Jobs there is a Board switch. It lays your jobs out in one column per status (Pending, Scheduled, Waiting Payment, Completed, or whatever you set up). Your choice is remembered on that phone or computer, and the list stays the default.

• On a phone: swipe sideways between columns. Tap the green Done on a card to finish it in one tap, or use the status menu on the card to pick any other status.
• On a computer: drag a card to another column, or tab to its handle, press Space, use the arrow keys, and press Space again.
• View-only team members can see the board but not move cards.

Moving a card does exactly what changing the status on the job page does, including the note in the job’s activity feed.

Filters

The Filters button at the top of the list narrows by status, type, or client, and the board respects them too. Filters stick until you clear them, so you can keep a “Today” view open all day.