Team Serenity Help Center

What it's for

Job details shows everything about one job: the client, the address, the booking, the notes, the checklist and photos. You also tap Clock In and Clock Out here.

What you can do here

1. On Today or Schedule, tap View Details on a job card, or tap the job row. The top says Job details, with a Back button and a badge for where the job stands.
2. Read the client block. It shows the client name and the first letter of their last name, the address, and Arrive with the time. Tap the address to open a map. Tags show S+ Member, New client or Early start.
3. Scroll to Booking details. It lists the service, frequency, bedrooms, bathrooms, Sq Ft, extras and the team. It ends with Length, then Time in home once the job is done.
4. Read Notes. It can show the client's notes, Special Notes or Instructions, Access, Pets and Notes from the office. Access shows on the day of the job. With no notes it says No notes on this booking.
5. Use Note for the office to tell the office something about this job. The client does not see it. Tap Send to the office. You can change it with Update the note until 24 hours after the job.
6. The Checklist section shows how many items are done and how many are left. It opens when you clock in. Tap it to open the checklist. A Photos section shows once you have clocked in.
7. The bar at the bottom has Directions, Checklist and the main button. The main button reads On the Way, then Clock In, then Clock Out. Clock Out asks you to confirm.

What you see

• Back. Returns to the screen you came from.
• Status badge. Where the job stands, such as Upcoming, On the Way, In progress, Lunch Break or Done.
• Client name and address. The client's name with the first letter of their last name. Tap the address to open a map.
• S+ Member, New client, Early start. Tags about the client. S+ Member is an S+ member. Early start marks an early job.
• Arrive. The arrival time, with a note when there is one.
• Call office, Text office. Reach the office. You cannot call the client from the app. Messages go through the office.
• Clocked in timer. A green bar with the time you have worked. It says On Lunch Break during a break.
• Booking details. Service, Frequency, Bedrooms, Bathrooms, Sq Ft, Extras, Team, Length, then Time in home on a finished job.
• Notes. Client notes, Special Notes or Instructions, Access, Pets and Notes from the office.
• Note for the office. A box to tell the office something about the job. The client does not see it. Open until 24 hours after the job.
• Checklist. Shows items done and left. Booked extras show as a warning. It opens when you clock in.
• Running late?, Can't get in?, Forgot something?. On the web version. Running late and Can't get in show before the job starts, today. Forgot something lets you clock back in after Done, the same day.
• Bugs found?, Need more time?. On the web version, while you are clocked in. Bugs found needs at least one photo.
• Photos. Photos for the job. It shows from Clock In on.
• Directions, Checklist, main button. The bottom bar. The main button is On the Way, Clock In, End Lunch Break or Clock Out.

Common problems

• A message says this booking is not on your schedule anymore. The job moved or was given to someone else. Go back to Today and check Schedule, then tell your Client Success Manager.
• Clock Out says to finish the checklist first. Tap Open checklist and finish the items that are left. The checklist article has the steps.
• Access says it shows on the day of the job. Door codes and entry details stay hidden until the day. Open the job again that morning.
• The checklist is greyed out. It opens when you clock in. Tap Clock In first.

Related

• Clock in, take a break and clock out
• Finish the checklist and add photos
• Checklist
• Today